SRA
IAUG

Secured Retirement Advisors’s Innovator International Developed Power Buffer ETF - August IAUG Stock Holding History

Secured Retirement Advisors’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
2024
Q4 		– Sell
-18,526
Closed -$474K – 163
2024
Q3 		$474K Buy
+18,526
New +$464K 0.34% 78

Other funds holding IAUG

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

Secured Retirement Advisors's IAUG Position: Q4 2024 in Review

Secured Retirement Advisors sold out of Innovator International Developed Power Buffer ETF - August (IAUG) in Q4 2024, closing a stake of 18,526 shares — an estimated $474K sold.

Secured Retirement Advisors first reported a position in IAUG in Q3 2024 and held it in 1 quarter. The position peaked at $474K in Q3 2024. 20 funds tracked by Wall St. Rank hold IAUG as of Q4 2024.

  • Secured Retirement Advisors reported no remaining Innovator International Developed Power Buffer ETF - August position as of Q4 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 18,526 Innovator International Developed Power Buffer ETF - August shares in Q4 2024, an estimated $474K.
  • Secured Retirement Advisors first reported a position in Innovator International Developed Power Buffer ETF - August in Q3 2024 and held it in 1 quarter.
  • Secured Retirement Advisors's Innovator International Developed Power Buffer ETF - August position peaked at $474K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF - August as of Q4 2024.

Based on Secured Retirement Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.