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 Q3	$548K	Buy	18,125 +6,744	+59%	+$206K	0.03%	296
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 Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Berger Financial Group's IAUG Position: Q3 2026 in Review

Berger Financial Group increased its Innovator International Developed Power Buffer ETF - August (IAUG) stake by 59% in Q3 2026, buying an estimated $206K and bringing the position to 18,125 shares worth $548K. The position accounts for 0.03% of the portfolio, ranked #296.

Berger Financial Group first reported a position in IAUG in Q3 2024 and has held it in 9 quarters since. 46 funds tracked by Wall St. Rank hold IAUG as of Q3 2026.

Berger Financial Group held 18,125 shares of Innovator International Developed Power Buffer ETF - August worth $548K as of Q3 2026.
Berger Financial Group bought 6,744 Innovator International Developed Power Buffer ETF - August shares in Q3 2026, an estimated $206K.
Innovator International Developed Power Buffer ETF - August made up 0.03% of Berger Financial Group's portfolio in Q3 2026, its #296 holding.
Berger Financial Group first reported a position in Innovator International Developed Power Buffer ETF - August in Q3 2024 and has held it in 9 quarters since.
46 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF - August as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.