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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 %
ACM
1
Advance Capital Management
Michigan
$63.1M 2,200,687 +2,200,687 New
BCM
2
Brookstone Capital Management
Illinois
$29.3M 1,022,236 +978,955 +2,262%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$12.4M 434,031 +62,329 +17%
MOS
4
MGO One Seven
Ohio
$11.1M 388,533 +388,533 New
Osaic Holdings
5
Osaic Holdings
Arizona
$8.65M 301,935 +186,914 +163%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$8.08M 281,998 +241,573 +598%
OBWG
7
Onyx Bridge Wealth Group
New York
$5.76M 200,960 +200,960 New
PCA
8
Pallas Capital Advisors
Massachusetts
$3.97M 140,324 +140,324 New
MW
9
MBL Wealth
North Carolina
$3.76M 131,029 +2,480 +2%
KWM
10
KFG Wealth Management
Indiana
$3.38M 117,763 +76,708 +187%
DLHL
11
Donald L. Hagan LLC
Florida
$2.69M 93,743 +93,743 New
BFG
12
Berger Financial Group
Minnesota
$2.59M 90,330 +29,065 +47%
TCM
13
Triumph Capital Management
Colorado
$2.52M 88,067 +88,067 New
MAM
14
Milestone Asset Management
Pennsylvania
$2.29M 79,780 +79,780 New
FIA
15
Foundations Investment Advisors
Arizona
$2.25M 78,504 +78,504 New
MWM
16
Maltin Wealth Management
New Jersey
$2.11M 73,571 +73,571 New
SB
17
Strategic Blueprint
Georgia
$2.09M 72,857 +17,858 +32%
PCA
18
Prosperity Capital Advisors
Ohio
$1.82M 63,672 -43,395 -41%
WFAG
19
Worth Financial Advisory Group
North Carolina
$1.79M 62,551 +62,551 New
AIC
20
Archer Investment Corporation
Indiana
$1.6M 55,940 +42,510 +317%
HWP
21
Heritage Wealth Partners
Ohio
$1.34M 46,626 +46,626 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.22M 42,532 -80,431 -65%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.16M 40,439 +28,572 +241%
SAG
24
SageView Advisory Group
California
$1.08M 37,634 +26,813 +248%
SPC
25
Sigma Planning Corp
Michigan
$1.04M 36,167 +36,167 New
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