Riggs Capital Management’s Innovator US Equity Ultra Buffer ETF August UAUG Stock Holding History

Riggs Capital 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
2024 Q4	$207K	Buy	+5,831	New	+$207K	0.2%	103

Other funds holding UAUG

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $753M AUM

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Riggs Capital Management's UAUG Position: Q4 2024 in Review

Riggs Capital Management opened a new position in Innovator US Equity Ultra Buffer ETF August (UAUG) in Q4 2024: 5,831 shares worth $207K. The stake represents 0.2% of the portfolio and ranks #103 among its holdings.

94 funds tracked by Wall St. Rank hold UAUG as of Q4 2024.

Riggs Capital Management held 5,831 shares of Innovator US Equity Ultra Buffer ETF August worth $207K as of Q4 2024.
Innovator US Equity Ultra Buffer ETF August was a new Riggs Capital Management position in Q4 2024.
Innovator US Equity Ultra Buffer ETF August made up 0.2% of Riggs Capital Management's portfolio in Q4 2024, its #103 holding.
94 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF August as of Q4 2024.

Based on Riggs Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.