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

Buska 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
2026 Q2	$667K	Sell	12,440 -1,558	-11%	-$81.5K	0.24%	39
2026 Q1	$684K	Sell	13,998 -3,968	-22%	-$199K	0.27%	35
2025 Q4	$899K	Sell	17,966 -2,507	-12%	-$124K	0.33%	28
2025 Q3	$1M	Sell	20,473 -4,347	-18%	-$207K	0.3%	25
2025 Q2	$1.14M	Sell	24,820 -7,092	-22%	-$306K	0.31%	25
2025 Q1	$1.35M	Sell	31,912 -2,593	-8%	-$113K	0.42%	27
2024 Q4	$1.5M	Sell	34,505 -9,208	-21%	-$401K	0.48%	23
2024 Q3	$1.87M	Sell	43,713 -2,397	-5%	-$99.2K	0.65%	20
2024 Q2	$1.87M	Sell	46,110 -14,538	-24%	-$568K	0.75%	22
2024 Q1	$2.36M	Buy	+60,648	New	+$2.26M	1.03%	20

Other funds holding BAUG

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

Buska Wealth Management's BAUG Position: Q2 2026 in Review

Buska Wealth Management reduced its Innovator US Equity Buffer ETF August (BAUG) stake by 11% in Q2 2026, selling an estimated $81.5K and leaving 12,440 shares worth $667K. The position accounts for 0.24% of the portfolio, ranked #39.

Buska Wealth Management first reported a position in BAUG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.36M in Q1 2024. 16 funds tracked by Wall St. Rank hold BAUG as of Q2 2026.

Buska Wealth Management held 12,440 shares of Innovator US Equity Buffer ETF August worth $667K as of Q2 2026.
Buska Wealth Management sold 1,558 Innovator US Equity Buffer ETF August shares in Q2 2026, an estimated $81.5K.
Innovator US Equity Buffer ETF August made up 0.24% of Buska Wealth Management's portfolio in Q2 2026, its #39 holding.
Buska Wealth Management first reported a position in Innovator US Equity Buffer ETF August in Q1 2024 and has held it in 10 quarters since.
Buska Wealth Management's Innovator US Equity Buffer ETF August position peaked at $2.36M in Q1 2024.
16 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF August as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.