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Innovator US Equity Ultra Buffer ETF August
UAUG

Overview Fund Activity

93 hedge funds and large institutions have $165M invested in Innovator US Equity Ultra Buffer ETF August in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 6 increasing their positions, 48 reducing their positions, and 5 closing their positions.

Holders
93
Holders Change
+10
Holders Change %
+12.05%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
6
Reduced
48
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPW
1
Talon Private Wealth
Florida
$9.72M
2
BCM
2
Brookstone Capital Management
Illinois
$51M
3
Raymond James Financial
3
Raymond James Financial
Florida
$4.21M
4
PAS
4
PKS Advisory Services
New York
$824K
5
NA
5
Novus Advisors
South Carolina
$746K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$5.87M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.14M
3
IWM
3
IHT Wealth Management
Illinois
$970K
4
HWP
4
Heritage Wealth Partners
Ohio
$790K
5
AA
5
ACT Advisors
North Carolina
$539K
Name Market Value Shares Shares
Change 		Shares
Change %
RPGK
26
Retirement Planning Group (Kansas)
Kansas
$836K 23,538 -2,225 -9%
PAS
27
PKS Advisory Services
New York
$824K 23,205 +23,205 New
Truist Financial
28
Truist Financial
North Carolina
$823K 23,169 – –
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$791K 22,263 -1,002 -4%
HWP
30
Heritage Wealth Partners
Ohio
$790K 22,246 -48,249 -68%
NA
31
Novus Advisors
South Carolina
$746K 21,005 +21,005 New
ACM
32
Advance Capital Management
Michigan
$724K 20,384 -1,409 -6%
W
33
WPWealth
Texas
$715K 20,137 – –
FCFC
34
First Commonwealth Financial Corp
Pennsylvania
$701K 19,752 – –
BWM
35
BCS Wealth Management
Tennessee
$700K 19,706 -250 -1%
SPIA
36
Steward Partners Investment Advisory
New York
$693K 19,506 -1,080 -5%
KWS
37
Keystone Wealth Services
California
$686K 19,328 – –
OMC
38
Old Mission Capital
Illinois
$651K 18,345 +7,111 +63%
LPL Financial
39
LPL Financial
California
$630K 17,751 -1,898 -10%
BWM
40
Buska Wealth Management
Wisconsin
$621K 17,489 -578 -3%
SWM
41
Spire Wealth Management
Virginia
$619K 17,430 -29 -0.2%
TSS
42
Two Sigma Securities
New York
$590K 16,610 +16,610 New
SAG
43
SageView Advisory Group
California
$586K 16,505 – –
AA
44
ACT Advisors
North Carolina
$539K 15,169 -20,878 -58%
PA
45
PFG Advisors
Arizona
$534K 15,027 +340 +2%
CPIG
46
Chicago Partners Investment Group
Illinois
$519K 14,560 -4,725 -25%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$516K 14,529 +47 +0.3%
DI
48
Diligent Investors
California
$497K 14,000 -2,400 -15%
HighTower Advisors
49
HighTower Advisors
Illinois
$497K 13,984 – –
VPF
50
Vantage Point Financial
Illinois
$476K 13,394 +13,394 New
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