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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 %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$147K 5,000 +1,000 +25%
SWM
52
Sugarloaf Wealth Management
Georgia
$145K 5,050 +5,050 New
HFM
53
Hartford Financial Management
Connecticut
$141K 4,933 +4,933 New
SWM
54
Spire Wealth Management
Virginia
$62.8K 2,190 -175 -7%
HI
55
Harbour Investments
Wisconsin
$43.2K 1,506 – –
APW
56
Atlantic Private Wealth
North Carolina
$32.2K 1,125 +1,125 New
BAAM
57
Baker Avenue Asset Management
California
$20.2K 706 – –
CPG
58
Cornerstone Planning Group
New Jersey
$18.9K 660 +660 New
AWA
59
Authentikos Wealth Advisory
California
$7.17K 250 +250 New
AWM
60
Atticus Wealth Management
Florida
$5.73K 200 – –
AAP
61
Arax Advisory Partners
Colorado
$3.44K 120 – –
OLVIG
62
Oliver Lagore Vanvalin Investment Group
Michigan
$602 21 -35 -63%
SIA
63
Soltis Investment Advisors
Utah
– – -228,724 Closed
AWA
64
Arete Wealth Advisors
Illinois
– – -27,626 Closed
LJAC
65
L.J. Altfest & Co
New York
– – -24,585 Closed
CWS
66
Cypress Wealth Services
California
– – -19,640 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
– – -10,768 Closed
LNC
68
Lincoln National Corp
Pennsylvania
– – -9,640 Closed
KA
69
Kovack Advisors
Florida
– – -9,299 Closed
OMC
70
Old Mission Capital
Illinois
– – -9,240 Closed
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
– – -8,047 Closed
TSS
72
Two Sigma Securities
New York
– – -7,810 Closed
AWM
73
AE Wealth Management
Kansas
– – -7,190 Closed
UBS Group
74
UBS Group
Switzerland
– – -2,186 Closed
IA
75
IFP Advisors
Florida
– – -1,853 Closed
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