SteelPeak Wealth’s Innovator US Equity Ultra Buffer ETF August UAUG Stock Holding History

SteelPeak Wealth’s Portfolio UAUG Stock Details UAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$842K	Buy	+19,998	New	+$827K	0.02%	335

Other funds holding UAUG

BFG

Broussard Financial Group Kaplan, Louisiana $125M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SteelPeak Wealth's UAUG Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Innovator US Equity Ultra Buffer ETF August (UAUG) in Q2 2026: 19,998 shares worth $842K. The stake represents 0.02% of the portfolio and ranks #335 among its holdings.

88 funds tracked by Wall St. Rank hold UAUG as of Q2 2026.

SteelPeak Wealth held 19,998 shares of Innovator US Equity Ultra Buffer ETF August worth $842K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF August was a new SteelPeak Wealth position in Q2 2026.
Innovator US Equity Ultra Buffer ETF August made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #335 holding.
88 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF August as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.