BFG
IAUG

Berger Financial Group’s Innovator International Developed Power Buffer ETF - August IAUG Stock Holding History

Berger Financial Group’s Portfolio IAUG Stock Details IAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$343K Sell
11,381
-5,739
-34% -$170K 0.02% 357
2026
Q1 		$491K Hold
17,120
– – 0.03% 297
2025
Q4 		$487K Hold
17,120
– – 0.03% 298
2025
Q3 		$477K Sell
17,120
-699
-4% -$19.3K 0.03% 289
2025
Q2 		$490K Hold
17,819
– – 0.03% 267
2025
Q1 		$452K Hold
17,819
– – 0.03% 274
2024
Q4 		$432K Hold
17,819
– – 0.03% 272
2024
Q3 		$456K Buy
+17,819
New +$446K 0.03% 242

Other funds holding IAUG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Berger Financial Group's IAUG Position: Q2 2026 in Review

Berger Financial Group reduced its Innovator International Developed Power Buffer ETF - August (IAUG) stake by 34% in Q2 2026, selling an estimated $170K and leaving 11,381 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #357.

Berger Financial Group first reported a position in IAUG in Q3 2024 and has held it in 8 quarters since. The position peaked at $491K in Q1 2026. 43 funds tracked by Wall St. Rank hold IAUG as of Q2 2026.

  • Berger Financial Group held 11,381 shares of Innovator International Developed Power Buffer ETF - August worth $343K as of Q2 2026.
  • Berger Financial Group sold 5,739 Innovator International Developed Power Buffer ETF - August shares in Q2 2026, an estimated $170K.
  • Innovator International Developed Power Buffer ETF - August made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #357 holding.
  • Berger Financial Group first reported a position in Innovator International Developed Power Buffer ETF - August in Q3 2024 and has held it in 8 quarters since.
  • Berger Financial Group's Innovator International Developed Power Buffer ETF - August position peaked at $491K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF - August as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.