UAUG icon

Innovator US Equity Ultra Buffer ETF August

86 hedge funds and large institutions have $174M invested in Innovator US Equity Ultra Buffer ETF August in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DI
51
Diligent Investors
California
$339K
SF
52
Summit Financial
New Jersey
$333K
BWM
53
Buska Wealth Management
Wisconsin
$322K
TF
54
Trek Financial
Arizona
$321K
IAS
55
Integrity Advisory Solutions
Texas
$316K
SFP
56
Sterling Financial Planning
New Jersey
$309K
EWM
57
Evolution Wealth Management
Florida
$287K
BA
58
Bluesphere Advisors
Pennsylvania
$284K
AWM
59
Alterna Wealth Management
Texas
$280K
WTFG
60
Wood Tarver Financial Group
Idaho
$277K
4WM
61
4J Wealth Management
Virginia
$273K
CIA
62
Concurrent Investment Advisors
Florida
$270K
CB
63
Chris Bulman
California
$270K
DIA
64
Dana Investment Advisors
Wisconsin
$263K
IWM
65
IMG Wealth Management
Florida
$262K
KWM
66
Kingsview Wealth Management
Oregon
$255K
PA
67
PFG Advisors
Arizona
$241K
BPA
68
Beacon Pointe Advisors
California
$240K
GFA
69
Gallagher Fiduciary Advisors
Illinois
$240K
CFCI
70
Comprehensive Financial Consultants Institutional
Indiana
$225K
WA
71
Wealth Alliance
New York
$221K
OWA
72
Octavia Wealth Advisors
Ohio
$218K
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$208K
AWM
74
AE Wealth Management
Kansas
$149K
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$91K