ZAUG

Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG

Overview Fund Activity

48 hedge funds and large institutions have $43.9M invested in Innovator Equity Defined Protection ETF - 1 Yr August in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
6
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CNBT
Canandaigua National Bank & Trust
New York
+$1.32M
2
AFP
Ausdal Financial Partners
Iowa
+$860K
3
OMC
Old Mission Capital
Illinois
+$599K
4
ASN
Advisory Services Network
Georgia
+$495K
5
BWM
Brown Wealth Management
Illinois
+$288K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.04M
2
Osaic Holdings
Osaic Holdings
Arizona
-$710K
3
AIC
Archer Investment Corporation
Indiana
-$388K
4
AWM
AE Wealth Management
Kansas
-$303K
5
SIA
Soltis Investment Advisors
Utah
-$287K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$271K – – –
Citadel Advisors
27
Citadel Advisors
Florida
$269K +$269K +10,812 New
SWM
28
Sugarloaf Wealth Management
Georgia
$261K +$261K +10,484 New
CFS
29
Commonwealth Financial Services
West Virginia
$258K – – –
FCFC
30
First Commonwealth Financial Corp
Pennsylvania
$239K – – –
DI
31
Diligent Investors
California
$224K – – –
OIA
32
OneDigital Investment Advisors
Kansas
$214K +$199 +8 +0.1%
TF
33
Trek Financial
Arizona
$210K – – –
AA
34
Armis Advisers
Georgia
$206K +$206K +8,261 New
IWM
35
IMG Wealth Management
Florida
$181K +$181K +7,294 New
Osaic Holdings
36
Osaic Holdings
Arizona
$119K -$710K -28,518 -86%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$105K +$20K +800 +24%
CA
38
Continuum Advisory
Idaho
$103K – – –
HI
39
Harbour Investments
Wisconsin
$96.6K – – –
IA
40
IFP Advisors
Florida
$88.2K – – –
EWM
41
Evermay Wealth Management
Virginia
$74.6K – – –
SS
42
Sunbelt Securities
Texas
$73.5K +$21.2K +850 +40%
PS
43
Principal Securities
Iowa
$46.6K – – –
FNWA
44
Financial Network Wealth Advisors
Utah
$33.1K +$33.1K +1,331 New
NWMP
45
Noble Wealth Management PBC
Colorado
$24.9K +$24.9K +1,000 New
Barclays
46
Barclays
United Kingdom
$5K +$3.43K +146 +218%
SPIA
47
Steward Partners Investment Advisory
New York
$3.11K – – –
CIAS
48
Capital Investment Advisory Services
North Carolina
$995 – – –
SIA
49
Soltis Investment Advisors
Utah
– -$287K -11,646 Closed
CAL
50
Capital Analysts LLC
Pennsylvania
– -$25K -1,027 Closed
1
2
3