Kovitz Investment Group Partners
IAUG

Kovitz Investment Group Partners’s Innovator International Developed Power Buffer ETF - August IAUG Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-24,120
Closed -$672K – 1391
2025
Q3 		$672K Buy
+24,120
New +$664K ﹤0.01% 941

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
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $146M AUM
NFS
NewCorp Financial Services Alpharetta, Georgia $115M AUM
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Kovitz Investment Group Partners's IAUG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Innovator International Developed Power Buffer ETF - August (IAUG) in Q4 2025, closing a stake of 24,120 shares — an estimated $672K sold.

Kovitz Investment Group Partners first reported a position in IAUG in Q3 2025 and held it in 1 quarter. The position peaked at $672K in Q3 2025. 39 funds tracked by Wall St. Rank hold IAUG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Innovator International Developed Power Buffer ETF - August position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 24,120 Innovator International Developed Power Buffer ETF - August shares in Q4 2025, an estimated $672K.
  • Kovitz Investment Group Partners first reported a position in Innovator International Developed Power Buffer ETF - August in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Innovator International Developed Power Buffer ETF - August position peaked at $672K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF - August as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.