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

Buska Wealth Management’s Portfolio UAUG Stock Details UAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$228K Sell
5,424
-836
-13% -$34.6K 0.08% 73
2026
Q1 		$246K Sell
6,260
-1,815
-22% -$72.6K 0.1% 65
2025
Q4 		$322K Sell
8,075
-1,226
-13% -$48.5K 0.12% 52
2025
Q3 		$366K Sell
9,301
-2,302
-20% -$88.5K 0.11% 49
2025
Q2 		$434K Sell
11,603
-4,478
-28% -$158K 0.12% 41
2025
Q1 		$557K Sell
16,081
-1,408
-8% -$50.2K 0.17% 37
2024
Q4 		$621K Sell
17,489
-578
-3% -$20.5K 0.2% 33
2024
Q3 		$633K Sell
18,067
-1,172
-6% -$39.9K 0.22% 32
2024
Q2 		$647K Sell
19,239
-5,228
-21% -$172K 0.26% 27
2024
Q1 		$799K Buy
+24,467
New +$774K 0.35% 25

Other funds holding UAUG

BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Buska Wealth Management reduced its Innovator US Equity Ultra Buffer ETF August (UAUG) stake by 13% in Q2 2026, selling an estimated $34.6K and leaving 5,424 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #73.

Buska Wealth Management first reported a position in UAUG in Q1 2024 and has held it in 10 quarters since. The position peaked at $799K in Q1 2024. 88 funds tracked by Wall St. Rank hold UAUG as of Q2 2026.

  • Buska Wealth Management held 5,424 shares of Innovator US Equity Ultra Buffer ETF August worth $228K as of Q2 2026.
  • Buska Wealth Management sold 836 Innovator US Equity Ultra Buffer ETF August shares in Q2 2026, an estimated $34.6K.
  • Innovator US Equity Ultra Buffer ETF August made up 0.08% of Buska Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Buska Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF August in Q1 2024 and has held it in 10 quarters since.
  • Buska Wealth Management's Innovator US Equity Ultra Buffer ETF August position peaked at $799K in Q1 2024.
  • 88 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF August as of Q2 2026.

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