BFWM
IAUG

Bright Futures Wealth Management’s Innovator International Developed Power Buffer ETF - August IAUG Stock Holding History

Bright Futures Wealth Management’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 		– Sell
-104,384
Closed -$2.97M – 209
2025
Q4 		$2.97M Buy
104,384
+237
+0.2% +$6.65K 2.2% 7
2025
Q3 		$2.9M Buy
+104,147
New +$2.87M 2.27% 8

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 $178M AUM
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 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

Bright Futures Wealth Management's IAUG Position: Q1 2026 in Review

Bright Futures Wealth Management sold out of Innovator International Developed Power Buffer ETF - August (IAUG) in Q1 2026, closing a stake of 104,384 shares — an estimated $2.97M sold.

Bright Futures Wealth Management first reported a position in IAUG in Q3 2025 and held it in 2 quarters. The position peaked at $2.97M in Q4 2025. 41 funds tracked by Wall St. Rank hold IAUG as of Q1 2026.

  • Bright Futures Wealth Management reported no remaining Innovator International Developed Power Buffer ETF - August position as of Q1 2026 after selling out during the quarter.
  • Bright Futures Wealth Management sold 104,384 Innovator International Developed Power Buffer ETF - August shares in Q1 2026, an estimated $2.97M.
  • Bright Futures Wealth Management first reported a position in Innovator International Developed Power Buffer ETF - August in Q3 2025 and held it in 2 quarters.
  • Bright Futures Wealth Management's Innovator International Developed Power Buffer ETF - August position peaked at $2.97M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF - August as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.