KAUG β€” INNOVATOR ETFS TRUST

Ownership history in Gradient Investments LLC  Β·  2 quarters on record

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

πŸ” Peak position
0.2% (2025 Q3)
πŸ“Š Avg. % of fund
0.2%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    KAUG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 477,940 +10,666 +2.3% 0.20% $12.7M $26.53
2025 Q3 INITIATED 467,274 β€” β€” 0.20% $12.1M $26.00

🏒 Other funds also holding KAUG

As of 2025 Q4 β€” sorted by position size

Berkshire Money Management, Inc. 3Y 7Y 6.32% CORRADO ADVISORS, LLC 3Y 7Y 0.88% First Heartland Consultants, Inc. 3Y 7Y 0.39% TopTier Wealth Management, LLC 0.32% PFS Partners, LLC 0.24% SageView Advisory Group, LLC 3Y 0.18% Atlantic Private Wealth, LLC 3Y 0.1% Faithward Advisors, LLC 3Y 0.06% Outlook Wealth Advisors, LLC 3Y 7Y 0.06% DHJJ Financial Advisors, Ltd. 3Y 0.04%
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