Cambridge Investment Research Advisors
KAUG

Cambridge Investment Research Advisors’s Innovator U.S. Small Cap Power Buffer ETF - August KAUG Stock Holding History

Cambridge Investment Research Advisors’s Portfolio KAUG Stock Details KAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$411K Sell
15,333
-2,737
-15% -$74K ﹤0.01% 2987
2025
Q4 		$479K Buy
18,070
+278
+2% +$7.3K ﹤0.01% 2759
2025
Q3 		$463K Buy
17,792
+6,374
+56% +$161K ﹤0.01% 2747
2025
Q2 		$284K Sell
11,418
-2,067
-15% -$49.8K ﹤0.01% 3029
2025
Q1 		$324K Sell
13,485
-8,182
-38% -$204K ﹤0.01% 2794
2024
Q4 		$545K Sell
21,667
-50
-0.2% -$1.27K ﹤0.01% 2358
2024
Q3 		$544K Buy
+21,717
New +$531K ﹤0.01% 2342

Other funds holding KAUG

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors's KAUG Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Innovator U.S. Small Cap Power Buffer ETF - August (KAUG) stake by 15% in Q1 2026, selling an estimated $74K and leaving 15,333 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #2987.

Cambridge Investment Research Advisors first reported a position in KAUG in Q3 2024 and has held it in 7 quarters since. The position peaked at $545K in Q4 2024. 43 funds tracked by Wall St. Rank hold KAUG as of Q1 2026.

  • Cambridge Investment Research Advisors held 15,333 shares of Innovator U.S. Small Cap Power Buffer ETF - August worth $411K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 2,737 Innovator U.S. Small Cap Power Buffer ETF - August shares in Q1 2026, an estimated $74K.
  • Innovator U.S. Small Cap Power Buffer ETF - August made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2987 holding.
  • Cambridge Investment Research Advisors first reported a position in Innovator U.S. Small Cap Power Buffer ETF - August in Q3 2024 and has held it in 7 quarters since.
  • Cambridge Investment Research Advisors's Innovator U.S. Small Cap Power Buffer ETF - August position peaked at $545K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - August as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.