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Koesten Hirschmann & Crabtree’s Innovator US Equity Ultra Buffer ETF August UAUG Stock Holding History

Koesten Hirschmann & Crabtree’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
2023
Q2 		– Sell
-161
Closed -$4.36K – 246
2023
Q1 		$4.36K Buy
+161
New +$4.29K ﹤0.01% 139

Other funds holding UAUG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 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 $774M AUM 12.78% 1-Year Est. Return

Koesten Hirschmann & Crabtree's UAUG Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of Innovator US Equity Ultra Buffer ETF August (UAUG) in Q2 2023, closing a stake of 161 shares — an estimated $4.36K sold.

Koesten Hirschmann & Crabtree first reported a position in UAUG in Q1 2023 and held it in 1 quarter. The position peaked at $4.36K in Q1 2023. 45 funds tracked by Wall St. Rank hold UAUG as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining Innovator US Equity Ultra Buffer ETF August position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 161 Innovator US Equity Ultra Buffer ETF August shares in Q2 2023, an estimated $4.36K.
  • Koesten Hirschmann & Crabtree first reported a position in Innovator US Equity Ultra Buffer ETF August in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's Innovator US Equity Ultra Buffer ETF August position peaked at $4.36K in Q1 2023.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF August as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.