Cypress Wealth Services’s Innovator International Developed Power Buffer ETF - August IAUG Stock Holding History

Cypress Wealth Services’s Portfolio IAUG Stock Details IAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$268K	Buy	+8,849	New	+$271K	0.03%	353
2026 Q1	–	Sell	-23,021	Closed	-$655K	–	419
2025 Q4	$655K	Hold	23,021	–	–	0.09%	173
2025 Q3	$642K	Hold	23,021	–	–	0.11%	153
2025 Q2	$633K	Hold	23,021	–	–	0.11%	141
2025 Q1	$584K	Sell	23,021 -4,397	-16%	-$111K	0.12%	140
2024 Q4	$664K	Buy	+27,418	New	+$678K	0.13%	120

Other funds holding IAUG

Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Cypress Wealth Services's IAUG Position: Q3 2026 in Review

Cypress Wealth Services opened a new position in Innovator International Developed Power Buffer ETF - August (IAUG) in Q3 2026: 8,849 shares worth $268K. The stake represents 0.03% of the portfolio and ranks #353 among its holdings. This is a return to the name: Cypress Wealth Services previously reported a position in IAUG as recently as Q4 2025.

Cypress Wealth Services first reported a position in IAUG in Q4 2024 and has held it in 6 quarters since. The position peaked at $664K in Q4 2024. 24 funds tracked by Wall St. Rank hold IAUG as of Q3 2026.

Cypress Wealth Services held 8,849 shares of Innovator International Developed Power Buffer ETF - August worth $268K as of Q3 2026.
Innovator International Developed Power Buffer ETF - August was a new Cypress Wealth Services position in Q3 2026.
Innovator International Developed Power Buffer ETF - August made up 0.03% of Cypress Wealth Services's portfolio in Q3 2026, its #353 holding.
Cypress Wealth Services first reported a position in Innovator International Developed Power Buffer ETF - August in Q4 2024 and has held it in 6 quarters since.
Cypress Wealth Services's Innovator International Developed Power Buffer ETF - August position peaked at $664K in Q4 2024.
24 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF - August as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.