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

MinichMacGregor Wealth Management’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
2020
Q2 		– Sell
-42,705
Closed -$1.04M – 108
2020
Q1 		$1.04M Buy
+42,705
New +$1.08M 0.94% 34

Other funds holding UAUG

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $269M AUM 22.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

MinichMacGregor Wealth Management's UAUG Position: Q2 2020 in Review

MinichMacGregor Wealth Management sold out of Innovator US Equity Ultra Buffer ETF August (UAUG) in Q2 2020, closing a stake of 42,705 shares — an estimated $1.04M sold.

MinichMacGregor Wealth Management first reported a position in UAUG in Q1 2020 and held it in 1 quarter. The position peaked at $1.04M in Q1 2020. 14 funds tracked by Wall St. Rank hold UAUG as of Q2 2020.

  • MinichMacGregor Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF August position as of Q2 2020 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 42,705 Innovator US Equity Ultra Buffer ETF August shares in Q2 2020, an estimated $1.04M.
  • MinichMacGregor Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF August in Q1 2020 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Innovator US Equity Ultra Buffer ETF August position peaked at $1.04M in Q1 2020.
  • 14 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF August as of Q2 2020.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.