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
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

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Berger Financial Group's IAUG Position: Q1 2026 in Review

Berger Financial Group held its Innovator International Developed Power Buffer ETF - August (IAUG) position steady in Q1 2026 at 17,120 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #297.

Berger Financial Group first reported a position in IAUG in Q3 2024 and has held it in 7 quarters since. 41 funds tracked by Wall St. Rank hold IAUG as of Q1 2026.

  • Berger Financial Group held 17,120 shares of Innovator International Developed Power Buffer ETF - August worth $491K as of Q1 2026.
  • Berger Financial Group left its Innovator International Developed Power Buffer ETF - August share count unchanged in Q1 2026.
  • Innovator International Developed Power Buffer ETF - August made up 0.03% of Berger Financial Group's portfolio in Q1 2026, its #297 holding.
  • Berger Financial Group first reported a position in Innovator International Developed Power Buffer ETF - August in Q3 2024 and has held it in 7 quarters since.
  • 41 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF - August as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.