SWM
BAUG icon

Selby Wealth Management’s Innovator US Equity Buffer ETF August BAUG Stock Holding History

Selby Wealth Management’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
Q2 		$332K Hold
6,200
– – 0.12% 73
2026
Q1 		$303K Hold
6,200
– – 0.12% 74
2025
Q4 		$310K Buy
+6,200
New +$306K 0.13% 74

Other funds holding BAUG

IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return