IWC
KAUG

Integrated Wealth Concepts’s Innovator U.S. Small Cap Power Buffer ETF - August KAUG Stock Holding History

Integrated Wealth Concepts’s Portfolio KAUG Stock Details KAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.7K Buy
+372
New +$10.5K ﹤0.01% 4517

Other funds holding KAUG

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM

Integrated Wealth Concepts's KAUG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Innovator U.S. Small Cap Power Buffer ETF - August (KAUG) in Q2 2026: 372 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #4517 among its holdings.

40 funds tracked by Wall St. Rank hold KAUG as of Q2 2026.

  • Integrated Wealth Concepts held 372 shares of Innovator U.S. Small Cap Power Buffer ETF - August worth $10.7K as of Q2 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - August was a new Integrated Wealth Concepts position in Q2 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - August made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4517 holding.
  • 40 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - August as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.