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

Hofer & 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 Q3	$521K	Buy	+17,232	New	+$527K	0.36%	54

Other funds holding IAUG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GCP

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

RCWM

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

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

NFS

NewCorp Financial Services Alpharetta, Georgia $132M AUM 8.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Hofer & Associates's IAUG Position: Q3 2026 in Review

Hofer & Associates opened a new position in Innovator International Developed Power Buffer ETF - August (IAUG) in Q3 2026: 17,232 shares worth $521K. The stake represents 0.36% of the portfolio and ranks #54 among its holdings.

9 funds tracked by Wall St. Rank hold IAUG as of Q3 2026.

Hofer & Associates held 17,232 shares of Innovator International Developed Power Buffer ETF - August worth $521K as of Q3 2026.
Innovator International Developed Power Buffer ETF - August was a new Hofer & Associates position in Q3 2026.
Innovator International Developed Power Buffer ETF - August made up 0.36% of Hofer & Associates's portfolio in Q3 2026, its #54 holding.
9 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF - August as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.