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Innovator U.S. Equity Buffer ETF - August (BAUG) Institutional Ownership

$42.64
+0.05 (+0.12%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - August (BATS:BAUG)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$89.02M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$51.09M
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BAUG Institutional Buying and Selling by Quarter

Innovator U.S. Equity Buffer ETF - August Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/30/2024 Beacon Financial Advisory LLC26,571$1.14M0.4%-2.1%0.636%
10/29/2024 Janney Montgomery Scott LLC35,365$1.51M0.0%-5.9%0.846%
10/29/2024 Chicago Partners Investment Group LLC10,157$436K0.0%-2.5%0.243%
10/28/2024 Gladstone Institutional Advisory LLC8,176$350K0.0%N/A0.196%
10/25/2024 Strategic Blueprint LLC14,758$631K0.0%+43.8%0.353%
10/24/2024 FSA Advisors Inc.27,529$1.18M1.2%+13.6%0.659%
10/23/2024 Outlook Wealth Advisors LLC12,112$518K0.1%-2.0%0.290%
10/22/2024 DHJJ Financial Advisors Ltd.20,091$859K0.3%+5.4%0.481%
10/22/2024 Chris Bulman Inc8,219$352K0.2%+329.0%0.197%
10/21/2024 Foundations Investment Advisors LLC17,608$753K0.0%+32.6%0.421%
10/18/2024Crosspoint Financial LLC8,860$379K1.3%N/A0.212%
10/18/2024Raymond James & Associates55,359$2.37M0.0%+289.9%1.324%
10/17/2024BCS Wealth Management17,081$731K0.3%-27.9%0.409%
10/17/2024 Berkshire Money Management Inc.12,559$537K0.1%-6.4%0.300%
10/16/2024 Secure Asset Management LLC10,170$435K0.1%+6.2%0.243%
10/10/2024 CRA Financial Services LLC14,404$616K0.1%-11.1%0.345%
10/8/2024 Daymark Wealth Partners LLC4,945$212K0.0%N/A0.118%
10/8/2024 Brookstone Capital Management388,724$16.63M0.2%+2,135.6%9.300%
10/8/2024 Sugarloaf Wealth Management LLC1,566$67K0.0%N/A0.037%
10/5/2024 Central Valley Advisors LLC8,574$367K0.2%N/A0.205%
9/11/2024 Summit Wealth Partners LLC4,965$201K0.0%-10.2%0.119%
8/22/2024Cetera Investment Advisers41,792$1.70M0.0%-13.4%1.000%
8/19/2024B. Riley Wealth Advisors Inc.10,134$411K0.0%-25.0%0.242%
8/13/2024AE Wealth Management LLC27,766$1.13M0.0%-3.6%0.664%
8/13/2024Benjamin F. Edwards & Company Inc.1,075$44K0.0%-21.8%0.026%
8/8/2024CoreCap Advisors LLC34,915$1.42M0.1%N/A0.835%
8/7/2024Vantage Financial Partners LLC5,406$219K0.1%-57.7%0.129%
8/6/2024 Chris Bulman Inc1,916$78K0.1%N/A0.046%
8/5/2024 Blue Bell Private Wealth Management LLC34,909$1.42M0.3%-2.5%0.835%
8/2/2024 Foundations Investment Advisors LLC13,282$539K0.0%+2.0%0.318%
8/1/2024 FSA Advisors Inc.24,230$983K1.0%-1.8%0.580%
7/31/2024Commonwealth Equity Services LLC211,260$8.57M0.0%-4.3%5.054%
7/30/2024Integral Investment Advisors Inc.23,943$972K0.4%-4.0%0.573%
7/26/2024 Beacon Financial Advisory LLC27,133$1.10M0.4%-9.2%0.649%
7/26/2024 Cambridge Investment Research Advisors Inc.54,937$2.23M0.0%-11.4%1.314%
7/19/2024 Berkshire Money Management Inc.13,415$544K0.1%-34.7%0.321%
7/18/2024 Brookstone Capital Management17,388$715K0.0%-93.2%0.416%
7/16/2024BCS Wealth Management23,687$961K0.5%-10.5%0.567%
7/15/2024Diligent Investors LLC66,354$2.69M0.7%-0.8%1.587%
7/15/2024RFG Advisory LLC25,554$1.04M0.0%-21.7%0.611%
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7/12/2024 CRA Financial Services LLC16,204$657K0.1%-13.4%0.388%
7/12/2024 DHJJ Financial Advisors Ltd.19,057$773K0.3%-20.7%0.456%
7/9/2024 Fragasso Financial Advisors Inc34,142$1.39M0.1%-1.5%0.817%
5/24/2024Cetera Advisors LLC30,453$1.18M0.0%-38.7%0.729%
5/24/2024Cetera Investment Advisers48,275$1.88M0.0%+140.6%1.155%
5/23/2024 FSA Advisors Inc.24,667$959K1.0%-4.0%0.590%
5/16/2024B. Riley Wealth Advisors Inc.13,519$525K0.0%+106.3%0.323%
5/14/2024Axxcess Wealth Management LLC9,915$385K0.0%-66.1%0.237%
5/9/2024SageView Advisory Group LLC13,464$523K0.0%+9.2%0.322%
5/8/2024 Berkshire Money Management Inc.20,530$798K0.1%-7.2%0.491%
5/7/2024 PFG Advisors7,276$283K0.0%-5.0%0.174%
5/2/2024Vantage Financial Partners LLC12,773$496K0.1%-3.3%0.302%
5/1/2024 Janney Montgomery Scott LLC40,882$1.59M0.0%-22.7%0.966%
4/30/2024Valtinson Bruner Financial Planning LLC14,393$559K0.2%-42.8%0.340%
4/29/2024Commonwealth Equity Services LLC220,842$8.58M0.0%-3.7%5.221%
4/25/2024 Cambridge Investment Research Advisors Inc.61,986$2.41M0.0%-34.9%1.465%
4/24/2024 Pinnacle Wealth Management Group Inc.11,450$445K0.3%-10.9%0.271%
4/24/2024 Blue Bell Private Wealth Management LLC35,814$1.39M0.3%-2.2%0.847%
4/23/2024Nations Financial Group Inc. IA ADV5,520$215K0.0%N/A0.130%
4/23/2024 Gradient Investments LLC1,793$70K0.0%-99.7%0.042%
4/23/2024Raymond James Financial Services Advisors Inc.47,898$1.86M0.0%-49.4%1.132%
4/17/2024 CRA Financial Services LLC18,704$727K0.2%-7.4%0.442%
4/15/2024 Brookstone Capital Management254,549$9.89M0.2%+6.2%6.494%
4/15/2024Sunbelt Securities Inc.22,876$889K0.1%-12.3%0.584%
4/11/2024 DHJJ Financial Advisors Ltd.24,039$934K0.4%-2.1%0.613%
4/11/2024RFG Advisory LLC32,627$1.27M0.0%+43.6%0.832%
4/10/2024 Fragasso Group Inc.34,670$1.35M0.1%-2.2%0.884%
4/10/2024BCS Wealth Management26,453$1.03M0.3%-15.1%0.675%
4/10/2024 Lantz Financial LLC13,921$541K0.2%-10.0%0.355%
3/15/2024B. Riley Wealth Advisors Inc.6,554$236K0.0%-51.5%0.167%
2/23/2024 Chicago Partners Investment Group LLC12,642$462K0.0%+20.8%0.323%
2/16/2024 PCA Investment Advisory Services Inc.10,375$373K0.2%+50.0%0.265%
2/14/2024Vista Investment Management7,258$261K0.1%N/A0.185%
2/14/2024Personal CFO Solutions LLC272,248$9.79M1.7%-0.6%6.945%
2/12/2024Steward Partners Investment Advisory LLC17,749$639K0.0%-1.9%0.453%
2/9/2024SageView Advisory Group LLC455,667$16.39M0.5%+3,595.0%11.624%
2/9/2024 Cambridge Investment Research Advisors Inc.95,227$3.43M0.0%+1.4%2.429%
2/9/2024 Central Valley Advisors LLC8,574$308K0.2%N/A0.219%
2/9/2024CreativeOne Wealth LLC10,569$380K0.0%N/A0.270%
2/8/2024Beacon Pointe Advisors LLC46,463$1.67M0.0%-34.0%1.185%
2/8/2024 Janney Montgomery Scott LLC52,903$1.90M0.0%N/A1.350%
2/7/2024 Principal Securities Inc.11,378$409K0.0%N/A0.290%
2/6/2024Valtinson Bruner Financial Planning LLC25,154$905K0.5%+3.0%0.642%
2/6/2024 Lincoln National Corp59,567$2.14M0.0%+13.4%1.520%
2/6/2024Axxcess Wealth Management LLC29,277$1.05M0.0%-1.8%0.747%
2/6/2024SRS Capital Advisors Inc.13,468$485K0.1%-3.3%0.344%
2/5/2024Vantage Financial Partners LLC13,215$475K0.1%-11.8%0.337%
2/2/2024Truist Financial Corp175,831$6.33M0.0%+4.2%4.485%
2/2/2024Acas LLC5,640$203K0.2%-16.6%0.144%
2/1/2024Sigma Planning Corp14,350$516K0.0%-13.8%0.366%
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2/1/2024 CRA Financial Services LLC20,204$727K0.2%-2.9%0.515%
1/31/2024 J.W. Cole Advisors Inc.9,216$332K0.0%N/A0.235%
1/30/2024 DHJJ Financial Advisors Ltd.24,549$883K0.4%-3.9%0.626%
1/26/2024Cerity Partners LLC12,421$447K0.0%+60.3%0.317%
1/25/2024 Strategic Blueprint LLC10,448$376K0.0%+25.3%0.267%
1/25/2024 Blue Bell Private Wealth Management LLC36,634$1.32M0.3%-1.5%0.935%
1/24/2024Stratos Wealth Advisors LLC6,055$218K0.0%N/A0.154%
1/23/2024 Beacon Financial Advisory LLC29,893$1.08M0.5%+4.0%0.763%
1/18/2024 Gradient Investments LLC675,668$24.31M0.6%N/A17.236%
1/18/2024Parker Financial LLC27,761$999K0.6%N/A0.708%
(Data available from 1/1/2016 forward)

BAUG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BAUG shares?

During the previous two years, 90 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - August. The most heavily invested institutionals were Brookstone Capital Management ($16.63M), Acute Investment Advisory LLC ($13.12M), Personal CFO Solutions LLC ($9.79M), Commonwealth Equity Services LLC ($8.57M), Truist Financial Corp ($6.33M), Penserra Capital Management LLC ($4.74M), and Advisor Group Holdings Inc. ($3.58M).Learn more on BAUG's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Buffer ETF - August stock?

Of the 73 institutional investors that purchased Innovator U.S. Equity Buffer ETF - August stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($675.67K), Brookstone Capital Management ($625.89K), SageView Advisory Group LLC ($456.80K), AE Wealth Management LLC ($452.50K), Acute Investment Advisory LLC ($390.91K), Personal CFO Solutions LLC ($273.90K), and Commonwealth Equity Services LLC ($249.66K).

How much institutional buying is happening at Innovator U.S. Equity Buffer ETF - August?

Institutional investors have bought a total of 4,466,171 shares in the last 24 months. This purchase volume represents approximately $156.01M in transactions.

Which Innovator U.S. Equity Buffer ETF - August major shareholders have been selling company stock?

Of the 58 institutional investors that sold Innovator U.S. Equity Buffer ETF - August stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Money Management Inc. ($971.27K), Gradient Investments LLC ($673.88K), Brookstone Capital Management ($237.16K), Commonwealth Equity Services LLC ($233.10K), Raymond James & Associates ($105.51K), Raymond James Financial Services Advisors Inc. ($47.50K), and Cambridge Investment Research Advisors Inc. ($45.84K).

How much institutional selling is happening at Innovator U.S. Equity Buffer ETF - August?

Institutional investors have sold a total of 2,703,663 shares in the last 24 months. This volume of shares sold represents approximately $96.70M in transactions.


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This page (BATS:BAUG) was last updated on 11/2/2024 by MarketBeat.com Staff
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