LF
IAUG

Lantz Financial’s Innovator International Developed Power Buffer ETF - August IAUG Stock Holding History

Lantz Financial’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
Q1 		– Sell
-9,241
Closed -$224K – 238
2024
Q4 		$224K Buy
+9,241
New +$228K 0.06% 209

Other funds holding IAUG

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lantz Financial's IAUG Position: Q1 2025 in Review

Lantz Financial sold out of Innovator International Developed Power Buffer ETF - August (IAUG) in Q1 2025, closing a stake of 9,241 shares — an estimated $224K sold.

Lantz Financial first reported a position in IAUG in Q4 2024 and held it in 1 quarter. The position peaked at $224K in Q4 2024. 18 funds tracked by Wall St. Rank hold IAUG as of Q1 2025.

  • Lantz Financial reported no remaining Innovator International Developed Power Buffer ETF - August position as of Q1 2025 after selling out during the quarter.
  • Lantz Financial sold 9,241 Innovator International Developed Power Buffer ETF - August shares in Q1 2025, an estimated $224K.
  • Lantz Financial first reported a position in Innovator International Developed Power Buffer ETF - August in Q4 2024 and held it in 1 quarter.
  • Lantz Financial's Innovator International Developed Power Buffer ETF - August position peaked at $224K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF - August as of Q1 2025.

Based on Lantz Financial's 13F filing for Q1 2025, filed 8 Apr 2025.