Creative Planning
KAUG

Creative Planning’s Innovator U.S. Small Cap Power Buffer ETF - August KAUG Stock Holding History

Creative Planning’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
Q2 		$5.93M Sell
207,007
-9,863
-5% -$277K ﹤0.01% 1274
2026
Q1 		$5.81M Buy
+216,870
New +$5.86M ﹤0.01% 1078

Other funds holding KAUG

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning's KAUG Position: Q2 2026 in Review

Creative Planning reduced its Innovator U.S. Small Cap Power Buffer ETF - August (KAUG) stake by 4.5% in Q2 2026, selling an estimated $277K and leaving 207,007 shares worth $5.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Creative Planning first reported a position in KAUG in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold KAUG as of Q2 2026.

  • Creative Planning held 207,007 shares of Innovator U.S. Small Cap Power Buffer ETF - August worth $5.93M as of Q2 2026.
  • Creative Planning sold 9,863 Innovator U.S. Small Cap Power Buffer ETF - August shares in Q2 2026, an estimated $277K.
  • Innovator U.S. Small Cap Power Buffer ETF - August made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1274 holding.
  • Creative Planning first reported a position in Innovator U.S. Small Cap Power Buffer ETF - August in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - August as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.