WCAMG
ZAUG

Woodard & Company Asset Management Group’s Innovator Equity Defined Protection ETF - 1 Yr August ZAUG Stock Holding History

Woodard & Company Asset Management Group’s Portfolio ZAUG Stock Details ZAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-400
Closed -$9.87K – 130
2024
Q3 		$9.87K Buy
+400
New +$9.73K ﹤0.01% 111

Other funds holding ZAUG

AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Woodard & Company Asset Management Group's ZAUG Position: Q4 2024 in Review

Woodard & Company Asset Management Group sold out of Innovator Equity Defined Protection ETF - 1 Yr August (ZAUG) in Q4 2024, closing a stake of 400 shares — an estimated $9.87K sold.

Woodard & Company Asset Management Group first reported a position in ZAUG in Q3 2024 and held it in 1 quarter. The position peaked at $9.87K in Q3 2024. 49 funds tracked by Wall St. Rank hold ZAUG as of Q4 2024.

  • Woodard & Company Asset Management Group reported no remaining Innovator Equity Defined Protection ETF - 1 Yr August position as of Q4 2024 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 400 Innovator Equity Defined Protection ETF - 1 Yr August shares in Q4 2024, an estimated $9.87K.
  • Woodard & Company Asset Management Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr August in Q3 2024 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's Innovator Equity Defined Protection ETF - 1 Yr August position peaked at $9.87K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr August as of Q4 2024.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2024, filed 31 Jan 2025.