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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 %
SHIM
51
Stone House Investment Management
Pennsylvania
– – -8,875 Closed
KAS
52
Kestra Advisory Services
Texas
– – -8,063 Closed
ASN
53
Advisory Services Network
Georgia
– – -3,519 Closed
BAM
54
Belpointe Asset Management
Nevada
– – -177 Closed
KHC
55
Koesten Hirschmann & Crabtree
Kansas
– – -161 Closed
RWPA
56
Richard W. Paul & Associates
Michigan
– – -31 Closed
CFGS
57
Concourse Financial Group Securities
Alabama
– – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$0 16 – –
1 2
3