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

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.64M
2
Osaic Holdings
Osaic Holdings
Arizona
$28.8M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$392M
4
AllianceBernstein
AllianceBernstein
Tennessee
$102M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
151
Riggs Capital Management
Utah
$318K +$318K +8,268 New
PF
152
Parker Financial
Washington
$314K -$50.4K -1,310 -14%
BFC
153
Bedel Financial Consulting
Indiana
$306K -$52.4K -1,339 -15%
CAG
154
Compass Advisory Group
New York
$306K – – –
WP
155
WealthPLAN Partners
Nebraska
$299K – – –
HF
156
HRT Financial
New York
$298K +$298K +7,763 New
FA
157
Fiduciary Alliance
South Carolina
$295K +$49.9K +1,297 +20%
BCI
158
Brinker Capital Investments
Pennsylvania
$294K +$66.5K +1,726 +29%
OPS
159
Orion Portfolio Solutions
Nebraska
$294K +$66.5K +1,726 +29%
BRWA
160
B. Riley Wealth Advisors
Florida
$292K – – –
TW
161
Transform Wealth
Colorado
$286K -$732 -19 -0.3%
LSA
162
Lion Street Advisors
Texas
$284K – – –
BAM
163
Belpointe Asset Management
Nevada
$281K – – –
AWM
164
Atticus Wealth Management
Florida
$275K – – –
SVWAG
165
Sound View Wealth Advisors Group
Georgia
$273K -$8.16K -212 -3%
BWM
166
Brown Wealth Management
Illinois
$273K -$19.8K -514 -7%
LWM
167
Lakeridge Wealth Management
Ohio
$263K – – –
CWS
168
Cypress Wealth Services
California
$257K – – –
WWA
169
Wisconsin Wealth Advisors
Wisconsin
$254K +$254K +6,596 New
FFA
170
Farther Finance Advisors
California
$251K +$251K +6,525 New
LF
171
Lantz Financial
Illinois
$237K – – –
RFG
172
Range Financial Group
Oregon
$225K -$3.08K -80 -1%
RFA
173
Resurgent Financial Advisors
Georgia
$217K +$217K +5,638 New
USCWA
174
U.S. Capital Wealth Advisors
Texas
$214K -$11.5K -299 -5%
PA
175
PFG Advisors
Arizona
$206K -$19.6K -509 -9%
5 6
7
8 9