CWS
IAUG

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
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

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cypress Wealth Services's IAUG Position: Q1 2026 in Review

Cypress Wealth Services sold out of Innovator International Developed Power Buffer ETF - August (IAUG) in Q1 2026, closing a stake of 23,021 shares — an estimated $655K sold.

Cypress Wealth Services first reported a position in IAUG in Q4 2024 and held it in 5 quarters. The position peaked at $664K in Q4 2024. 41 funds tracked by Wall St. Rank hold IAUG as of Q1 2026.

  • Cypress Wealth Services reported no remaining Innovator International Developed Power Buffer ETF - August position as of Q1 2026 after selling out during the quarter.
  • Cypress Wealth Services sold 23,021 Innovator International Developed Power Buffer ETF - August shares in Q1 2026, an estimated $655K.
  • Cypress Wealth Services first reported a position in Innovator International Developed Power Buffer ETF - August in Q4 2024 and held it in 5 quarters.
  • Cypress Wealth Services's Innovator International Developed Power Buffer ETF - August position peaked at $664K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF - August as of Q1 2026.

Based on Cypress Wealth Services's 13F filing for Q1 2026, filed 15 Apr 2026.