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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 %
SFP
51
Sterling Financial Planning
New Jersey
$303K 8,103 – –
CWG
52
Cornerstone Wealth Group
North Carolina
$293K 7,840 – –
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$290K 7,714 – –
AWA
54
Arete Wealth Advisors
Illinois
$289K 7,711 -710 -8%
MG
55
Mather Group
Illinois
$286K 7,637 – –
AAS
56
Avantax Advisory Services
Texas
$280K 7,476 -590 -7%
AWM
57
Accurate Wealth Management
Florida
$278K 7,364 – –
TF
58
Trek Financial
Arizona
$275K 7,349 – –
WFAG
59
Worth Financial Advisory Group
North Carolina
$263K 7,028 -1,657 -19%
4WM
60
4J Wealth Management
Virginia
$256K 6,850 – –
GFA
61
Gallagher Fiduciary Advisors
Illinois
$225K 6,009 – –
Morgan Stanley
62
Morgan Stanley
New York
$215K 5,750 – –
WA
63
Wealth Alliance
New York
$207K 5,543 +5,543 New
IWM
64
IMG Wealth Management
Florida
$206K 5,501 -584 -10%
OPA
65
Old Port Advisors
Maine
$206K 5,500 +5,500 New
RA
66
RFG Advisory
Alabama
$204K 5,440 -5,469 -50%
WTFG
67
Wood Tarver Financial Group
Idaho
$192K 5,145 -266 -5%
TPW
68
Talon Private Wealth
Florida
$189K 5,049 -1,881 -27%
Barclays
69
Barclays
United Kingdom
$148K 3,961 +2,863 +261%
FFA
70
Farther Finance Advisors
California
$111K 2,971 – –
AWM
71
AE Wealth Management
Kansas
$86.7K 2,316 -1,376 -37%
AF
72
Advisornet Financial
Minnesota
$41.2K 1,100 – –
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$37K 1,000 – –
DFA
74
DHJJ Financial Advisors
Illinois
$33.8K 904 -1,709 -65%
HI
75
Harbour Investments
Wisconsin
$25.2K 674 -737 -52%
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