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Innovator US Equity Power Buffer ETF August
PAUG

Overview Fund Activity

122 hedge funds and large institutions have $338M invested in Innovator US Equity Power Buffer ETF August in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+4
Holders Change %
+3.39%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
41
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IIA
1
Integral Investment Advisors
California
$11.9M
2
AWM
2
AE Wealth Management
Kansas
$24.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$20M
4
BCM
4
Brookstone Capital Management
Illinois
$22.4M
5
WIA
5
World Investment Advisors
California
$2.73M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
LNC
4
Lincoln National Corp
Pennsylvania
$1.53M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
CoreCap Advisors
Michigan
$2M -$70.7K -2,495 -3%
SEP
27
Southland Equity Partners
Missouri
$1.87M +$2.1K +74 +0.1%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.83M +$401K +14,160 +28%
IA
29
IFP Advisors
Florida
$1.76M +$129K +5,132 +8%
CAN
30
Cetera Advisor Networks
California
$1.74M +$107K +3,763 +7%
TF
31
Trek Financial
Arizona
$1.72M – – –
TFS
32
TrustCore Financial Services
Tennessee
$1.62M -$340K -12,000 -17%
PWA
33
Pillar Wealth Advisors
Pennsylvania
$1.62M – – –
CHC
34
City Holding Co
West Virginia
$1.55M +$119K +4,200 +8%
LNC
35
Lincoln National Corp
Pennsylvania
$1.53M -$1.52M -53,574 -50%
FCCM
36
First City Capital Management
Georgia
$1.4M -$10.6K -375 -0.8%
KAS
37
Kestra Advisory Services
Texas
$1.39M +$23.9K +844 +2%
OWA
38
Outlook Wealth Advisors
Texas
$1.38M +$894K +31,537 +183%
FMWA
39
Forvis Mazars Wealth Advisors
Missouri
$1.38M +$5.81K +205 +0.4%
FANJ
40
Financial Architects (New Jersey)
New Jersey
$1.36M – – –
SPIA
41
Steward Partners Investment Advisory
New York
$1.3M -$17K -600 -1%
GCP
42
Gill Capital Partners
Colorado
$1.29M -$246K -8,690 -16%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.29M -$104K -3,658 -7%
OCM
44
Orion Capital Management
California
$1.28M +$11.3K +400 +0.9%
OIA
45
OneDigital Investment Advisors
Kansas
$1.27M +$238K +8,401 +23%
MSA
46
McAlister Sweet & Associates
Texas
$1.24M +$12.9K +455 +1%
BWM
47
BCS Wealth Management
Tennessee
$1.22M +$59.1K +2,085 +5%
ASN
48
Advisory Services Network
Georgia
$1.2M +$41K +1,447 +4%
KWM
49
KFG Wealth Management
Indiana
$1.2M +$1.2M +42,311 New
CNWM
50
Clay Northam Wealth Management
California
$1.07M -$84.1K -2,965 -7%
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