GWSA
IAUG

Global Wealth Strategies & Associates’s Innovator International Developed Power Buffer ETF - August IAUG Stock Holding History

Global Wealth Strategies & Associates’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
Q2 		– Sell
-65
Closed -$1.86K – 516
2026
Q1 		$1.86K Hold
65
– – ﹤0.01% 424
2025
Q4 		$1.85K Buy
+65
New +$1.82K ﹤0.01% 435

Other funds holding IAUG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.2B AUM 26.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Global Wealth Strategies & Associates's IAUG Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Innovator International Developed Power Buffer ETF - August (IAUG) in Q2 2026, closing a stake of 65 shares — an estimated $1.86K sold.

Global Wealth Strategies & Associates first reported a position in IAUG in Q4 2025 and held it in 2 quarters. The position peaked at $1.86K in Q1 2026. 32 funds tracked by Wall St. Rank hold IAUG as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Innovator International Developed Power Buffer ETF - August position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 65 Innovator International Developed Power Buffer ETF - August shares in Q2 2026, an estimated $1.86K.
  • Global Wealth Strategies & Associates first reported a position in Innovator International Developed Power Buffer ETF - August in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Innovator International Developed Power Buffer ETF - August position peaked at $1.86K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF - August as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.