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Prime Capital Investment Advisors’s Innovator US Equity Ultra Buffer ETF August UAUG Stock Holding History

Prime Capital Investment Advisors’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
2026
Q1 		$895K Buy
+22,747
New +$909K 0.01% 526

Other funds holding UAUG

BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $2.03B AUM 23.67% 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 $886M AUM 15.98% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Prime Capital Investment Advisors's UAUG Position: Q1 2026 in Review

Prime Capital Investment Advisors opened a new position in Innovator US Equity Ultra Buffer ETF August (UAUG) in Q1 2026: 22,747 shares worth $895K. The stake represents 0.01% of the portfolio and ranks #526 among its holdings.

83 funds tracked by Wall St. Rank hold UAUG as of Q1 2026.

  • Prime Capital Investment Advisors held 22,747 shares of Innovator US Equity Ultra Buffer ETF August worth $895K as of Q1 2026.
  • Innovator US Equity Ultra Buffer ETF August was a new Prime Capital Investment Advisors position in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF August made up 0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #526 holding.
  • 83 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF August as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.