BAUG — INNOVATOR ETFS TRUST

Ownership history in CROSSPOINT FINANCIAL, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which CROSSPOINT FINANCIAL, LLC reported a position in INNOVATOR ETFS TRUST (BAUG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.3% (2024 Q3)
Avg. % of fund
1.04%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,548 -2,000 -23.4% 0.77% $328K $50.04
2025 Q3 UNCHANGED 8,548 — 0% 1.03% $419K $48.99
2025 Q2 REDUCED 8,548 -112 -1.3% 1.05% $393K $46.02
2025 Q1 REDUCED 8,660 -200 -2.3% 1.06% $368K $42.45
2024 Q3 INITIATED 8,860 — — 1.30% $379K $42.78
% of Fund (quarterly)    BAUG price (monthly, adj. close)

Other funds also holding BAUG

As of 2025 Q4 — sorted by position size

TopTier Wealth Management, LLC 1.42% FSA Advisors, Inc. 0.94% Diligent Investors, LLC 3Y 7Y 0.67% Chris Bulman Inc 0.39% INTEGRAL INVESTMENT ADVISORS, INC. 3Y 0.39% Brookstone Capital Management 3Y 7Y 0.35% Buska Wealth Management, LLC 0.33% DHJJ Financial Advisors, Ltd. 3Y 0.32% Beacon Financial Advisory LLC 3Y 0.31% BFI Wealth Solutions, LLC 0.29%
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