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Bright Futures Wealth Management’s Innovator US Equity Buffer ETF August BAUG Stock Holding History

Bright Futures Wealth Management’s Portfolio BAUG Stock Details BAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,573
Closed -$616K – 163
2025
Q3 		$616K Buy
+12,573
New +$598K 0.48% 65

Other funds holding BAUG

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Bright Futures Wealth Management's BAUG Position: Q4 2025 in Review

Bright Futures Wealth Management sold out of Innovator US Equity Buffer ETF August (BAUG) in Q4 2025, closing a stake of 12,573 shares — an estimated $616K sold.

Bright Futures Wealth Management first reported a position in BAUG in Q3 2025 and held it in 1 quarter. The position peaked at $616K in Q3 2025. 106 funds tracked by Wall St. Rank hold BAUG as of Q4 2025.

  • Bright Futures Wealth Management reported no remaining Innovator US Equity Buffer ETF August position as of Q4 2025 after selling out during the quarter.
  • Bright Futures Wealth Management sold 12,573 Innovator US Equity Buffer ETF August shares in Q4 2025, an estimated $616K.
  • Bright Futures Wealth Management first reported a position in Innovator US Equity Buffer ETF August in Q3 2025 and held it in 1 quarter.
  • Bright Futures Wealth Management's Innovator US Equity Buffer ETF August position peaked at $616K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF August as of Q4 2025.

Based on Bright Futures Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.