UAUG icon

Innovator US Equity Ultra Buffer ETF August
UAUG

Overview Fund Activity

45 hedge funds and large institutions have $46.4M invested in Innovator US Equity Ultra Buffer ETF August in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 12 closing their positions.

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
5
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.7M
2
SIA
2
Soltis Investment Advisors
Utah
$6.59M
3
BFG
3
Berger Financial Group
Minnesota
$1.77M
4
DIA
4
Dana Investment Advisors
Wisconsin
$485K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$310K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$207K
2
LJAC
2
L.J. Altfest & Co
New York
$709K
3
BCM
3
Brookstone Capital Management
Illinois
$1.23M
4
ST
4
Sageworth Trust
Pennsylvania
$0
5
BOSSRA
5
B.O.S.S. Retirement Advisors
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
26
Cresset Asset Management
Illinois
$268K 9,286 – –
OMC
27
Old Mission Capital
Illinois
$266K 9,240 +9,240 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$232K 8,047 -2,931 -27%
TSS
29
Two Sigma Securities
New York
$225K 7,810 +7,810 New
TC
30
TownSquare Capital
Utah
$213K 7,386 +7,386 New
DFA
31
DHJJ Financial Advisors
Illinois
$208K 7,219 -974 -12%
AWM
32
AE Wealth Management
Kansas
$207K 7,190 -924,395 -99%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$201K 6,965 -464 -6%
Morgan Stanley
34
Morgan Stanley
New York
$166K 5,750 – –
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$115K 4,000 – –
SWM
36
Spire Wealth Management
Virginia
$68.2K 2,365 +1 +0%
UBS Group
37
UBS Group
Switzerland
$63K 2,186 +357 +20%
IA
38
IFP Advisors
Florida
$53.4K 1,853 – –
HI
39
Harbour Investments
Wisconsin
$43.4K 1,506 – –
BAAM
40
Baker Avenue Asset Management
California
$20.3K 706 +706 New
AWM
41
Atticus Wealth Management
Florida
$5.77K 200 – –
AAP
42
Arax Advisory Partners
Colorado
$3.46K 120 – –
WP
43
WealthPLAN Partners
Nebraska
$2.57K 89 – –
OLVIG
44
Oliver Lagore Vanvalin Investment Group
Michigan
$1.61K 56 +56 New
ST
45
Sageworth Trust
Pennsylvania
– – -344,338 Closed
BOSSRA
46
B.O.S.S. Retirement Advisors
Utah
– – -71,123 Closed
GLR
47
Great Lakes Retirement
Ohio
– – -58,590 Closed
AWA
48
Authentikos Wealth Advisory
California
– – -28,778 Closed
BWP
49
Balboa Wealth Partners
Arizona
– – -26,647 Closed
GSIAS
50
Garden State Investment Advisory Services
New Jersey
– – -19,308 Closed
1
2
3