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Innovator US Equity Power Buffer ETF August
PAUG

Overview Fund Activity

208 hedge funds and large institutions have $1.03B invested in Innovator US Equity Power Buffer ETF August in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 95 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+14
Holders Change %
+7.22%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
29
Reduced
95
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$46.8M
2
ASN
2
Advisory Services Network
Georgia
$5.48M
3
KAS
3
Kestra Advisory Services
Texas
$15.5M
4
BCM
4
Brookstone Capital Management
Illinois
$36.5M
5
TPW
5
Talon Private Wealth
Florida
$1.65M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.64M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$28.8M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$392M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$102M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
76
Wealth Alliance
New York
$1.31M – – –
NFG
77
Nations Financial Group
Iowa
$1.27M -$1.27K -33 -0.1%
FIA
78
Foundations Investment Advisors
Arizona
$1.24M +$17.2K +446 +1%
BWM
79
BCGM Wealth Management
Indiana
$1.22M -$72.7K -1,887 -6%
FA
80
FSA Advisors
Michigan
$1.22M +$4.24K +112 +0.4%
AWAG
81
ARS Wealth Advisors Group
Florida
$1.2M -$54.3K -1,411 -4%
JCM
82
Jacobi Capital Management
Pennsylvania
$1.15M +$351K +9,117 +44%
SPC
83
Sigma Planning Corp
Michigan
$1.13M -$60.6K -1,574 -5%
CW
84
CreativeOne Wealth
Kansas
$1.06M +$27.4K +712 +3%
CHC
85
City Holding Co
West Virginia
$1.04M – – –
KWM
86
Kingsview Wealth Management
Oregon
$1.02M -$177K -4,598 -15%
SOS
87
Silver Oak Securities
Tennessee
$986K – – –
TC
88
TownSquare Capital
Utah
$923K -$31.7K -824 -3%
VWA
89
Visionary Wealth Advisors
Illinois
$919K -$578 -15 -0.1%
WCG
90
Weaver Consulting Group
California
$907K -$27.5K -714 -3%
SW
91
Schulz Wealth
Texas
$888K – – –
Wolverine Trading
92
Wolverine Trading
Illinois
$841K +$841K +21,817 New
CRWM
93
Castle Rock Wealth Management
California
$837K -$27.5K -700 -3%
BEI
94
Benjamin Edwards Inc
Missouri
$833K +$21.1K +548 +3%
CPCM
95
Cardinal Point Capital Management
Ontario, Canada
$827K – – –
SPIA
96
Steward Partners Investment Advisory
New York
$808K -$39.7K -1,030 -5%
WIA
97
World Investment Advisors
California
$808K -$501 -13 -0.1%
BFA
98
Beacon Financial Advisory
Ohio
$788K – – –
FFN
99
Focus Financial Network
Minnesota
$781K -$55.4K -1,440 -7%
CFP
100
Cypress Financial Planning
New Jersey
$765K -$11K -286 -1%
2 3
4
5 6