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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 %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.7M 371,702 +320,965 +633%
SIA
2
Soltis Investment Advisors
Utah
$6.59M 228,724 +228,724 New
MW
3
MBL Wealth
North Carolina
$3.71M 128,549 +1,915 +2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.54M 122,963 -13,529 -10%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.31M 115,021 -25,919 -18%
PCA
6
Prosperity Capital Advisors
Ohio
$3.09M 107,067 -13,594 -11%
BFG
7
Berger Financial Group
Minnesota
$1.77M 61,265 +61,265 New
SB
8
Strategic Blueprint
Georgia
$1.59M 54,999 -22,533 -29%
BCM
9
Brookstone Capital Management
Illinois
$1.23M 43,281 -386,121 -90%
KWM
10
KFG Wealth Management
Indiana
$1.18M 41,055 +1,774 +5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.17M 40,425 – –
AWA
12
Arete Wealth Advisors
Illinois
$796K 27,626 -7,428 -21%
LJAC
13
L.J. Altfest & Co
New York
$709K 24,585 -589,118 -96%
CWS
14
Cypress Wealth Services
California
$575K 19,640 – –
FCFC
15
First Commonwealth Financial Corp
Pennsylvania
$569K 19,752 – –
DIA
16
Dana Investment Advisors
Wisconsin
$485K 16,820 +16,820 New
WP
17
WealthShield Partners
North Carolina
$422K 14,641 – –
WA
18
Wealth Alliance
New York
$406K 14,096 – –
AIC
19
Archer Investment Corporation
Indiana
$387K 13,430 -920 -6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$342K 11,867 -17,992 -60%
SAG
21
SageView Advisory Group
California
$312K 10,821 – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$310K 10,768 +10,768 New
LNC
23
Lincoln National Corp
Pennsylvania
$278K 9,640 +9,640 New
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$269K 9,334 – –
KA
25
Kovack Advisors
Florida
$268K 9,299 +9,299 New
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