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Innovator US Equity Ultra Buffer ETF August
UAUG

Overview Fund Activity

46 hedge funds and large institutions have $93.3M invested in Innovator US Equity Ultra Buffer ETF August in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
11
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
1
L.J. Altfest & Co
New York
$16.6M
2
BCM
2
Brookstone Capital Management
Illinois
$11.7M
3
MW
3
MBL Wealth
North Carolina
$3.42M
4
GLR
4
Great Lakes Retirement
Ohio
$1.58M
5
PCA
5
Prosperity Capital Advisors
Ohio
$3.26M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$297K
2
ST
2
Sageworth Trust
Pennsylvania
$9.31M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
SWM
4
Spire Wealth Management
Virginia
$63.9K
5
GSIAS
5
Garden State Investment Advisory Services
New Jersey
$522K
Name Market Value Shares Shares
Change 		Shares
Change %
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$252K 9,334 +788 +9%
CAM
27
Cresset Asset Management
Illinois
$251K 9,286 – –
SHIM
28
Stone House Investment Management
Pennsylvania
$240K 8,875 -5,929 -40%
DFA
29
DHJJ Financial Advisors
Illinois
$222K 8,193 -100 -1%
KAS
30
Kestra Advisory Services
Texas
$218K 8,063 – –
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$201K 7,429 +7,429 New
Morgan Stanley
32
Morgan Stanley
New York
$156K 5,750 – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$108K 4,000 – –
ASN
34
Advisory Services Network
Georgia
$95.2K 3,519 – –
SWM
35
Spire Wealth Management
Virginia
$63.9K 2,364 -19,329 -89%
UBS Group
36
UBS Group
Switzerland
$49.5K 1,829 +1,319 +259%
IA
37
IFP Advisors
Florida
$46.4K 1,853 -6,951 -79%
HI
38
Harbour Investments
Wisconsin
$40.7K 1,506 – –
AWM
39
Atticus Wealth Management
Florida
$5.41K 200 – –
BAM
40
Belpointe Asset Management
Nevada
$4.79K 177 +6 +4%
KHC
41
Koesten Hirschmann & Crabtree
Kansas
$4.36K 161 +161 New
AAP
42
Arax Advisory Partners
Colorado
$3.25K 120 -1,053 -90%
WP
43
WealthPLAN Partners
Nebraska
$2.41K 89 +89 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.37K 50,737 -1,193 -2%
RWPA
45
Richard W. Paul & Associates
Michigan
$838 31 -4 -11%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– – -23,284 Closed
MCC
47
Money Concepts Capital
Florida
– – -9,877 Closed
OMC
48
Old Mission Capital
Illinois
– – -9,029 Closed
Wolverine Trading
49
Wolverine Trading
Illinois
– – -8,376 Closed
Citadel Advisors
50
Citadel Advisors
Florida
– – -8,330 Closed
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