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 Q1	$5.81M	Buy	+216,870	New	+$5.86M	﹤0.01%	1078

Other funds holding KAUG

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $178M AUM

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Creative Planning's KAUG Position: Q1 2026 in Review

Creative Planning opened a new position in Innovator U.S. Small Cap Power Buffer ETF - August (KAUG) in Q1 2026: 216,870 shares worth $5.81M. The stake represents ﹤0.01% of the portfolio and ranks #1078 among its holdings.

43 funds tracked by Wall St. Rank hold KAUG as of Q1 2026.

Creative Planning held 216,870 shares of Innovator U.S. Small Cap Power Buffer ETF - August worth $5.81M as of Q1 2026.
Innovator U.S. Small Cap Power Buffer ETF - August was a new Creative Planning position in Q1 2026.
Innovator U.S. Small Cap Power Buffer ETF - August made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1078 holding.
43 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - August as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.