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Innovator US Equity Ultra Buffer ETF August
UAUG

Overview Fund Activity

93 hedge funds and large institutions have $165M invested in Innovator US Equity Ultra Buffer ETF August in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 6 increasing their positions, 48 reducing their positions, and 5 closing their positions.

Holders
93
Holders Change
+10
Holders Change %
+12.05%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
6
Reduced
48
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPW
1
Talon Private Wealth
Florida
$9.72M
2
BCM
2
Brookstone Capital Management
Illinois
$51M
3
Raymond James Financial
3
Raymond James Financial
Florida
$4.21M
4
PAS
4
PKS Advisory Services
New York
$824K
5
NA
5
Novus Advisors
South Carolina
$746K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$5.87M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.14M
3
IWM
3
IHT Wealth Management
Illinois
$970K
4
HWP
4
Heritage Wealth Partners
Ohio
$790K
5
AA
5
ACT Advisors
North Carolina
$539K
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$202K 5,676 +5,676 New
WTFG
77
Wood Tarver Financial Group
Idaho
$192K 5,411 +5,411 New
SWM
78
Sugarloaf Wealth Management
Georgia
$179K 5,050 – –
AF
79
Advisornet Financial
Minnesota
$177K 4,988 -1,065 -18%
IA
80
IFP Advisors
Florida
$121K 3,400 – –
FFA
81
Farther Finance Advisors
California
$105K 2,971 -35 -1%
AWM
82
AE Wealth Management
Kansas
$104K 2,936 +2,936 New
DFA
83
DHJJ Financial Advisors
Illinois
$94.5K 2,660 -176 -6%
HI
84
Harbour Investments
Wisconsin
$50.1K 1,411 – –
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$36K 1,000 – –
OCM
86
Orion Capital Management
California
$16.2K 455 +455 New
AAP
87
Arax Advisory Partners
Colorado
$16K 450 -120 -21%
Barclays
88
Barclays
United Kingdom
$10K 279 -13,843 -98%
CA
89
CoreCap Advisors
Michigan
$9.98K 281 – –
AWM
90
Atticus Wealth Management
Florida
$7.1K 200 – –
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$3.55K 100 -10,833 -99%
UBS Group
92
UBS Group
Switzerland
$1.42K 40 +40 New
OLVIG
93
Oliver Lagore Vanvalin Investment Group
Michigan
$746 21 – –
Jane Street
94
Jane Street
New York
– – -21,113 Closed
MW
95
Maia Wealth
Colorado
– – -15,684 Closed
SW
96
Simplicity Wealth
New Jersey
– – -10,214 Closed
GS
97
GTS Securities
New York
– – -6,570 Closed
FNWA
98
Financial Network Wealth Advisors
Utah
– – -3,448 Closed
CFGS
99
Concourse Financial Group Securities
Alabama
– – – –
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