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Innovator US Equity Ultra Buffer ETF August
UAUG

Overview Fund Activity

79 hedge funds and large institutions have $82.4M invested in Innovator US Equity Ultra Buffer ETF August in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
-8
Holders Change %
-9.2%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.44M
2
OMC
2
Old Mission Capital
Illinois
$1.73M
3
PCA
3
Prosperity Capital Advisors
Ohio
$5.16M
4
BCM
4
Brookstone Capital Management
Illinois
$4.7M
5
LPL Financial
5
LPL Financial
California
$1.32M

Top Sellers

1
CA
1
Clearstead Advisors
Ohio
$0
2
PCA
2
Pallas Capital Advisors
Massachusetts
$0
3
KWM
3
KFG Wealth Management
Indiana
$4.78M
4
APW
4
Atlantic Private Wealth
North Carolina
$0
5
BFG
5
Berger Financial Group
Minnesota
$2.66M
Name Market Value Shares Shares
Change 		Shares
Change %
KWS
26
Keystone Wealth Services
California
$717K 19,157 -100 -0.5%
Truist Financial
27
Truist Financial
North Carolina
$695K 18,582 -4,000 -18%
W
28
WPWealth
Texas
$691K 18,467 -1,426 -7%
SPIA
29
Steward Partners Investment Advisory
New York
$662K 17,684 -1,430 -7%
OBWG
30
Onyx Bridge Wealth Group
New York
$588K 15,723 -3,664 -19%
AA
31
ACT Advisors
North Carolina
$568K 15,169 – –
PA
32
PFG Advisors
Arizona
$529K 14,127 -900 -6%
ACM
33
Advance Capital Management
Michigan
$519K 13,859 -573 -4%
VPF
34
Vantage Point Financial
Illinois
$510K 13,628 – –
KWM
35
Kingsview Wealth Management
Oregon
$477K 12,752 – –
PAS
36
PKS Advisory Services
New York
$476K 12,717 -193 -1%
CPIG
37
Chicago Partners Investment Group
Illinois
$471K 12,369 -938 -7%
DI
38
Diligent Investors
California
$449K 12,000 – –
BWM
39
Buska Wealth Management
Wisconsin
$434K 11,603 -4,478 -28%
HighTower Advisors
40
HighTower Advisors
Illinois
$426K 11,390 – –
LWM
41
Lakeridge Wealth Management
Ohio
$390K 10,426 – –
SW
42
Simplicity Wealth
New Jersey
$387K 10,329 – –
SAG
43
SageView Advisory Group
California
$386K 10,104 -1,500 -13%
Citadel Advisors
44
Citadel Advisors
Florida
$381K 10,169 +3,922 +63%
CAM
45
Cresset Asset Management
Illinois
$348K 9,286 – –
DIA
46
Dana Investment Advisors
Wisconsin
$344K 9,197 -568 -6%
SWM
47
Spire Wealth Management
Virginia
$330K 8,831 -4,344 -33%
FIA
48
Foundations Investment Advisors
Arizona
$326K 8,724 -5,424 -38%
ASN
49
Advisory Services Network
Georgia
$326K 8,520 – –
UBS Group
50
UBS Group
Switzerland
$311K 8,316 +3,394 +69%
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