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Innovator US Equity Ultra Buffer ETF August
UAUG

Overview Fund Activity

63 hedge funds and large institutions have $188M invested in Innovator US Equity Ultra Buffer ETF August in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 14 closing their positions.

Holders
63
Holders Change
+18
Holders Change %
+40%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
32
Increased
14
Reduced
8
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advance Capital Management
Michigan
$63.1M
2
BCM
2
Brookstone Capital Management
Illinois
$29.3M
3
MOS
3
MGO One Seven
Ohio
$11.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.08M
5
OBWG
5
Onyx Bridge Wealth Group
New York
$5.76M

Top Sellers

1
SIA
1
Soltis Investment Advisors
Utah
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.22M
3
PCA
3
Prosperity Capital Advisors
Ohio
$1.82M
4
AWA
4
Arete Wealth Advisors
Illinois
$0
5
LJAC
5
L.J. Altfest & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$804K 28,046 +28,046 New
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$692K 24,157 +17,192 +247%
WP
28
WealthShield Partners
North Carolina
$682K 23,797 +9,156 +63%
KWM
29
Kingsview Wealth Management
Oregon
$670K 23,370 +23,370 New
RPGK
30
Retirement Planning Group (Kansas)
Kansas
$606K 21,148 +21,148 New
FCFC
31
First Commonwealth Financial Corp
Pennsylvania
$566K 19,752 – –
KWS
32
Keystone Wealth Services
California
$555K 19,359 +19,359 New
MG
33
Mather Group
Illinois
$553K 19,278 +19,278 New
CA
34
Cetera Advisors
Colorado
$512K 17,868 +17,868 New
DIA
35
Dana Investment Advisors
Wisconsin
$471K 16,421 -399 -2%
CAN
36
Cetera Advisor Networks
California
$428K 14,924 +14,924 New
WA
37
Wealth Alliance
New York
$404K 14,096 – –
CA
38
Claro Advisors
Massachusetts
$403K 14,044 +14,044 New
RA
39
RFG Advisory
Alabama
$383K 13,354 +13,354 New
CFS
40
CRA Financial Services
New Jersey
$376K 13,135 +13,135 New
SPIA
41
Steward Partners Investment Advisory
New York
$336K 11,719 +11,719 New
SS
42
Simplicity Solutions
Minnesota
$293K 10,214 +10,214 New
Citadel Advisors
43
Citadel Advisors
Florida
$275K 9,592 +9,592 New
CAM
44
Cresset Asset Management
Illinois
$266K 9,286 – –
BWM
45
BCS Wealth Management
Tennessee
$245K 8,560 +8,560 New
SVWAG
46
Sound View Wealth Advisors Group
Georgia
$245K 8,546 -788 -8%
KAS
47
Kestra Advisory Services
Texas
$217K 7,582 +7,582 New
TC
48
TownSquare Capital
Utah
$208K 7,260 -126 -2%
DFA
49
DHJJ Financial Advisors
Illinois
$196K 6,822 -397 -5%
Morgan Stanley
50
Morgan Stanley
New York
$165K 5,750 – –
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