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Hoover Financial Advisors’s Innovator US Equity Buffer ETF August BAUG Stock Holding History

Hoover Financial Advisors’s Portfolio BAUG Stock Details BAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,000
Closed -$30K – 600
2020
Q4 		$30K Buy
+1,000
New +$28.8K 0.01% 282
2020
Q3 		– Sell
-1,000
Closed -$26K – 217
2020
Q2 		$26K Buy
+1,000
New +$25K 0.01% 252

Other funds holding BAUG

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Hoover Financial Advisors's BAUG Position: Q1 2021 in Review

Hoover Financial Advisors sold out of Innovator US Equity Buffer ETF August (BAUG) in Q1 2021, closing a stake of 1,000 shares — an estimated $30K sold.

Hoover Financial Advisors first reported a position in BAUG in Q2 2020 and held it in 2 quarters. The position peaked at $30K in Q4 2020. 26 funds tracked by Wall St. Rank hold BAUG as of Q1 2021.

  • Hoover Financial Advisors reported no remaining Innovator US Equity Buffer ETF August position as of Q1 2021 after selling out during the quarter.
  • Hoover Financial Advisors sold 1,000 Innovator US Equity Buffer ETF August shares in Q1 2021, an estimated $30K.
  • Hoover Financial Advisors first reported a position in Innovator US Equity Buffer ETF August in Q2 2020 and held it in 2 quarters.
  • Hoover Financial Advisors's Innovator US Equity Buffer ETF August position peaked at $30K in Q4 2020.
  • 26 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF August as of Q1 2021.

Based on Hoover Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.