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Innovator US Equity Ultra Buffer ETF August
UAUG

Overview Fund Activity

84 hedge funds and large institutions have $104M invested in Innovator US Equity Ultra Buffer ETF August in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
11
Increased
8
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.76M
2
PCA
2
Prosperity Capital Advisors
Ohio
$3.07M
3
Wolverine Trading
3
Wolverine Trading
Illinois
$651K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$583K
5
FFG
5
Fiduciary Financial Group
California
$332K

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$7.11M
2
KWM
2
KFG Wealth Management
Indiana
$10.4M
3
Jane Street
3
Jane Street
New York
$0
4
AWM
4
AE Wealth Management
Kansas
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$761K
Name Market Value Shares Shares
Change 		Shares
Change %
SFP
51
Sterling Financial Planning
New Jersey
$284K 8,446 – –
4WM
52
4J Wealth Management
Virginia
$268K 7,950 – –
UBS Group
53
UBS Group
Switzerland
$258K 7,665 +6,446 +529%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$240K 7,142 – –
RGF
55
Retirement Guys Formula
Ohio
$238K 7,068 +7,068 New
AWS
56
Atria Wealth Solutions
New York
$227K 6,750 -58,862 -90%
BWM
57
Brown Wealth Management
Illinois
$216K 6,425 -607 -9%
BWM
58
BCS Wealth Management
Tennessee
$216K 6,425 – –
Truist Financial
59
Truist Financial
North Carolina
$214K 6,370 -2,374 -27%
TWM
60
Tradition Wealth Management
Minnesota
$213K 6,337 – –
AAS
61
Avantax Advisory Services
Texas
$205K 6,084 +6,084 New
AF
62
Advisornet Financial
Minnesota
$204K 6,053 – –
GFA
63
Gallagher Fiduciary Advisors
Illinois
$202K 6,009 +6,009 New
Morgan Stanley
64
Morgan Stanley
New York
$193K 5,750 -258 -4%
SWM
65
Sugarloaf Wealth Management
Georgia
$170K 5,050 – –
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$168K 5,000 – –
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$118K 3,500 -9,172 -72%
FNWA
68
Financial Network Wealth Advisors
Utah
$116K 3,448 +3,448 New
IA
69
IFP Advisors
Florida
$114K 3,400 – –
DFA
70
DHJJ Financial Advisors
Illinois
$98.3K 2,920 -3,310 -53%
SWM
71
Spire Wealth Management
Virginia
$73.7K 2,190 – –
GWM
72
Geneos Wealth Management
Colorado
$56.9K 1,690 – –
OCM
73
Orion Capital Management
California
$49K 1,455 – –
HI
74
Harbour Investments
Wisconsin
$47.5K 1,411 – –
HFM
75
Hartford Financial Management
Connecticut
$32.6K 968 -161 -14%
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