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

$34.88
0.00 (0.00%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - August (BATS:UAUG)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$269.48M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$275.53M
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UAUG Institutional Buying and Selling by Quarter

Innovator U.S. Equity Ultra 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 Maia Wealth LLC15,684$551K0.1%N/A0.253%
10/29/2024 Chicago Partners Investment Group LLC19,285$677K0.0%-12.1%0.311%
10/29/2024 Farther Finance Advisors LLC3,006$105K0.0%+8,488.6%0.048%
10/25/2024 Cornerstone Wealth Group LLC7,840$275K0.0%N/A0.126%
10/25/2024 Strategic Blueprint LLC56,600$1.98M0.1%+13.9%0.913%
10/25/2024 Worth Financial Advisory Group LLC11,235$394K0.2%N/A0.181%
10/25/2024 Pallas Capital Advisors LLC114,678$4.03M0.2%+2.4%1.850%
10/24/2024 Wealth Enhancement Advisory Services LLC14,278$500K0.0%+5.5%0.230%
10/21/2024 Foundations Investment Advisors LLC15,854$555K0.0%N/A0.256%
10/21/2024 Retirement Guys Formula LLC6,678$234K0.1%-5.5%0.108%
10/19/2024 ACT Advisors LLC.36,047$1.26M0.6%N/A0.581%
10/18/2024Raymond James & Associates117,536$4.12M0.0%-1.3%1.896%
10/17/2024BCS Wealth Management19,956$699K0.3%+210.6%0.322%
10/17/2024Onyx Bridge Wealth Group LLC244,943$8.58M1.3%+0.3%3.951%
10/10/2024 Retirement Planning Group LLC25,763$902K0.0%-11.0%0.416%
10/10/2024 CRA Financial Services LLC25,930$908K0.2%+6.1%0.418%
10/10/2024 Fiduciary Financial Group LLC58,579$2.05M0.5%+497.6%0.945%
10/9/2024 Heritage Wealth Partners LLC70,495$2.47M2.9%+293.5%1.137%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors97,760$3.43M0.3%+7.3%1.577%
10/8/2024 Brookstone Capital Management1,162,422$40.72M0.6%+453.4%18.749%
10/8/2024 Advance Capital Management Inc.21,793$763K0.0%-18.2%0.352%
10/8/2024 Mather Group LLC.17,400$610K0.0%-9.7%0.281%
10/7/2024 Lakeridge Wealth Management LLC11,326$397K0.2%-10.7%0.183%
10/5/2024 Central Valley Advisors LLC46,523$1.63M0.9%N/A0.750%
8/21/2024Truist Financial Corp6,370$214K0.0%-27.2%0.103%
8/8/2024Envestnet Asset Management Inc.64,511$2.17M0.0%-19.3%1.041%
8/2/2024Archer Investment Corp165,076$5.56M1.6%-9.3%2.663%
7/31/2024Commonwealth Equity Services LLC290,053$9.76M0.0%+52.9%4.678%
7/27/2024 Strategic Blueprint LLC49,680$1.67M0.1%-15.8%0.801%
7/26/2024WealthShield Partners LLC37,078$1.25M0.2%-1.5%0.598%
7/26/2024 Cambridge Investment Research Advisors Inc.35,876$1.21M0.0%-12.2%0.579%
7/22/2024Onyx Bridge Wealth Group LLC244,305$8.22M1.3%-1.1%3.940%
7/22/2024 Pallas Capital Advisors LLC112,030$3.79M0.2%-2.6%1.807%
7/20/2024 Milestone Asset Management LLC32,108$1.08M0.3%-7.6%0.518%
7/19/2024 KFG Wealth Management LLC308,295$10.37M4.1%-55.6%4.973%
7/19/2024Raymond James & Associates119,027$4.01M0.0%-0.4%1.920%
7/19/2024MBL Wealth LLC134,695$4.53M0.5%-1.8%2.173%
7/18/2024 Brookstone Capital Management210,066$7.11M0.1%-68.9%3.388%
7/18/2024 Fiduciary Financial Group LLC9,802$332K0.1%N/A0.158%
7/16/2024 Wealth Enhancement Advisory Services LLC13,528$455K0.0%-34.0%0.218%
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7/15/2024RFG Advisory LLC27,887$938K0.0%-11.9%0.450%
7/13/2024 Retirement Planning Group LLC28,933$974K0.1%-1.2%0.467%
7/12/2024 CRA Financial Services LLC24,430$822K0.2%-3.9%0.394%
7/12/2024 DHJJ Financial Advisors Ltd.2,920$98K0.0%-53.1%0.047%
7/8/2024 Advance Capital Management Inc.26,633$896K0.0%-55.3%0.430%
7/5/2024 Heritage Wealth Partners LLC17,914$603K0.9%-55.0%0.289%
6/26/2024 Old Port Advisors9,500$310K0.1%-6.8%0.153%
5/29/2024Soltis Investment Advisors LLC190,967$6.24M0.7%N/A3.080%
5/24/2024Cetera Advisors LLC143,388$4.68M0.0%+607.8%2.313%
5/24/2024Cetera Investment Advisers161,129$5.26M0.0%-38.9%2.599%
5/16/2024Jane Street Group LLC359,616$11.74M0.0%+4,435.5%5.800%
5/9/2024Kingsview Wealth Management LLC17,589$574K0.0%-12.5%0.284%
5/9/2024SageView Advisory Group LLC21,895$715K0.0%-98.8%0.353%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors44,391$1.45M0.2%-9.8%0.716%
5/1/2024 Worth Financial Advisory Group LLC51,136$1.67M1.2%-18.2%0.825%
4/29/2024Commonwealth Equity Services LLC189,714$6.19M0.0%-74.4%3.060%
4/29/2024Onyx Bridge Wealth Group LLC246,940$7.98M1.4%+16.4%3.983%
4/25/2024Triumph Capital Management60,907$1.99M0.8%-61.1%0.940%
4/24/2024 Hartford Financial Management Inc.1,129$37K0.0%-73.9%0.017%
4/24/2024 Simplicity Wealth LLC10,214$333K0.0%N/A0.158%
4/23/2024 Milestone Asset Management LLC34,759$1.14M0.3%-4.5%0.536%
4/23/2024 Strategic Blueprint LLC59,028$1.93M0.1%-30.7%0.911%
4/22/2024MBL Wealth LLC137,165$4.48M0.5%-5.8%2.117%
4/19/2024 KFG Wealth Management LLC694,140$22.66M9.3%-2.1%10.712%
4/18/2024Claro Advisors LLC13,894$454K0.1%-7.3%0.214%
4/17/2024 CRA Financial Services LLC25,430$830K0.2%-10.6%0.392%
4/16/2024 Wealth Enhancement Advisory Services LLC20,493$669K0.0%-15.2%0.316%
4/15/2024 Brookstone Capital Management675,788$22.06M0.4%-29.4%10.429%
4/13/2024 Retirement Planning Group LLC29,290$956K0.1%-1.5%1.003%
4/11/2024 DHJJ Financial Advisors Ltd.6,230$203K0.1%-7.9%0.213%
4/11/2024RFG Advisory LLC31,656$1.03M0.0%+22.1%1.084%
4/10/2024BCS Wealth Management6,425$210K0.1%-24.9%0.220%
4/4/2024 Advance Capital Management Inc.59,578$1.95M0.1%-98.6%2.040%
3/6/2024SageView Advisory Group LLC1,836,817$59K0.0%+4,780.7%62.905%
2/23/2024 Chicago Partners Investment Group LLC46,487$1.45M0.1%N/A1.592%
2/14/2024Brown Wealth Management LLC7,043$217K0.1%N/A0.241%
2/14/2024 MGO One Seven LLC436,428$13.42M0.8%+12.3%14.946%
2/12/2024 Schulz Wealth LTD.7,315$225K0.2%N/A0.251%
2/12/2024Steward Partners Investment Advisory LLC27,095$833K0.0%+131.2%0.928%
2/9/2024Atlantic Private Wealth LLC9,775$300K0.3%+768.9%0.335%
2/8/2024Kingsview Wealth Management LLC20,098$618K0.0%-14.0%0.688%
2/8/2024 Foundations Investment Advisors LLC36,461$1.14M0.0%-53.6%1.249%
2/7/2024Dana Investment Advisors Inc.12,730$391K0.0%-22.5%0.436%
2/7/2024Berger Financial Group Inc101,864$3.13M0.3%+12.8%3.488%
2/6/2024Commonwealth Equity Services LLC740,830$22.77M0.0%+70.7%25.371%
2/6/2024Orion Capital Management LLC1,455$45K0.0%N/A0.050%
2/5/2024Triumph Capital Management156,414$4.81M2.0%+77.6%5.357%
2/2/2024Truist Financial Corp8,744$269K0.0%N/A0.299%
2/2/2024Atria Wealth Solutions Inc.59,143$1.82M0.0%N/A2.025%
2/1/2024Sigma Planning Corp15,092$464K0.0%-58.3%0.517%
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2/1/2024 CRA Financial Services LLC28,455$875K0.2%+116.6%0.974%
1/31/2024Onyx Bridge Wealth Group LLC212,230$6.52M1.3%+5.6%7.268%
1/31/2024 KFG Wealth Management LLC708,947$21.79M9.9%+502.0%24.279%
1/31/2024 Sterling Financial Planning Inc.8,446$260K0.1%N/A0.289%
1/31/2024Archer Investment Corp211,318$6.50M2.1%+277.8%7.237%
1/30/2024Wealth Alliance15,924$490K0.1%+13.0%0.545%
1/30/2024 Private Client Services LLC240,647$7.40M6.1%N/A8.241%
1/29/2024 Hartford Financial Management Inc.4,331$133K0.0%-12.2%0.148%
1/26/2024Geneos Wealth Management Inc.1,690$52K0.0%N/A0.058%
1/25/2024RFG Advisory LLC25,917$797K0.0%+94.1%0.888%
(Data available from 1/1/2016 forward)

UAUG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UAUG shares?

During the previous two years, 89 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - August. The most heavily invested institutionals were Brookstone Capital Management ($40.72M), MGO One Seven LLC ($13.42M), Jane Street Group LLC ($11.74M), KFG Wealth Management LLC ($10.37M), Commonwealth Equity Services LLC ($9.76M), Sageworth Trust Co ($9.31M), and Onyx Bridge Wealth Group LLC ($8.58M).Learn more on UAUG's institutional investors.

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

Of the 78 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - August stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advance Capital Management Inc. ($4.31M), Brookstone Capital Management ($2.32M), SageView Advisory Group LLC ($1.83M), Commonwealth Equity Services LLC ($790.43K), KFG Wealth Management LLC ($708.95K), Altfest L J & Co. Inc. ($613.70K), and MGO One Seven LLC ($436.43K).

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

Institutional investors have bought a total of 15,499,222 shares in the last 24 months. This purchase volume represents approximately $463.36M in transactions.

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

Of the 50 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - August stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advance Capital Management Inc. ($4.29M), SageView Advisory Group LLC ($1.81M), Brookstone Capital Management ($1.20M), AE Wealth Management LLC ($974.80K), Altfest L J & Co. Inc. ($589.12K), Commonwealth Equity Services LLC ($551.12K), and KFG Wealth Management LLC ($400.65K).

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

Institutional investors have sold a total of 10,804,645 shares in the last 24 months. This volume of shares sold represents approximately $343.38M in transactions.


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