My Personal CFO LLC
BAUG icon

My Personal CFO LLC’s Innovator US Equity Buffer ETF August BAUG Stock Holding History

My Personal CFO LLC’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
2026
Q3 		$279K Sell
5,049
-91
-2% -$4.99K 0.1% 84
2026
Q2 		$276K Hold
5,140
– – 0.11% 84
2026
Q1 		$251K Hold
5,140
– – 0.11% 80
2025
Q4 		$257K Buy
+5,140
New +$254K 0.11% 82
2023
Q1 		– Sell
-400
Closed -$12K – 137
2022
Q4 		$12K Buy
+400
New +$12K 0.01% 244

Other funds holding BAUG

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
CFG
Chapman Financial Group Kailua, Hawaii $152M AUM 17.48% 1-Year Est. Return
Beacon Financial Advisory
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Chris Bulman
Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

My Personal CFO LLC's BAUG Position: Q3 2026 in Review

My Personal CFO LLC reduced its Innovator US Equity Buffer ETF August (BAUG) stake by 1.8% in Q3 2026, selling an estimated $4.99K and leaving 5,049 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #84.

My Personal CFO LLC first reported a position in BAUG in Q4 2022 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold BAUG as of Q3 2026.

  • My Personal CFO LLC held 5,049 shares of Innovator US Equity Buffer ETF August worth $279K as of Q3 2026.
  • My Personal CFO LLC sold 91 Innovator US Equity Buffer ETF August shares in Q3 2026, an estimated $4.99K.
  • Innovator US Equity Buffer ETF August made up 0.1% of My Personal CFO LLC's portfolio in Q3 2026, its #84 holding.
  • My Personal CFO LLC first reported a position in Innovator US Equity Buffer ETF August in Q4 2022 and has held it in 5 quarters since.
  • 32 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF August as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.