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

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$32.07
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Stock AnalysisChartHoldingsOwnership

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - August (BATS:UAUG)

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$431.27M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$223.22M
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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
4/15/2024Brookstone 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%
4/11/2024 RFG Advisory LLC31,656$1.03M0.0%+22.1%1.084%
4/10/2024 BCS 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%
2/23/2024Chicago Partners Investment Group LLC46,487$1.45M0.1%N/A1.592%
2/15/2024Townsquare Capital LLC22,496$692K0.0%+209.9%0.770%
2/15/2024Encompass More Asset Management25,004$769K0.9%N/A0.856%
2/15/2024OLD Mission Capital LLC31,234$960K0.0%N/A1.070%
2/15/2024Citadel Advisors LLC21,945$675K0.0%+128.8%0.752%
2/14/2024Royal Bank of Canada2,821$87K0.0%N/A0.097%
2/14/2024Kestra Advisory Services LLC22,174$682K0.0%+192.5%0.759%
2/14/2024Brown Wealth Management LLC7,043$217K0.1%N/A0.241%
2/14/2024MGO One Seven LLC436,428$13.42M0.8%+12.3%14.946%
2/13/2024Envestnet Asset Management Inc.119,373$3.67M0.0%+195.2%4.088%
2/13/2024Cetera Advisor Networks LLC17,191$528K0.0%+15.2%0.589%
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%
2/9/2024Advisory Services Network LLC3,519$108K0.0%N/A0.121%
2/9/2024Atlantic Private Wealth LLC9,775$300K0.3%+768.9%0.335%
2/9/2024SageView Advisory Group LLC1,836,817$56.46M1.9%+4,780.7%62.905%
2/9/2024Cambridge Investment Research Advisors Inc.39,944$1.23M0.0%-6.1%1.368%
2/8/2024Kingsview Wealth Management LLC20,098$618K0.0%-14.0%0.688%
2/8/2024Foundations Investment Advisors LLC36,461$1.14M0.0%-53.6%1.249%
2/8/2024Janney Montgomery Scott LLC7,142$220K0.0%N/A0.245%
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%
2/1/2024CRA 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%
1/31/2024KFG Wealth Management LLC708,947$21.79M9.9%+502.0%24.279%
1/31/2024Sterling Financial Planning Inc.8,446$260K0.1%N/A0.289%
1/31/2024Archer Investment Corp211,318$6.50M2.1%+277.8%7.237%
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1/30/2024Wealth Alliance15,924$490K0.1%+13.0%0.545%
1/30/2024Private Client Services LLC240,647$7.40M6.1%N/A8.241%
1/29/2024Hartford Financial Management Inc.4,331$133K0.0%-12.2%0.148%
1/26/2024Geneos Wealth Management Inc.1,690$52K0.0%N/A0.058%
1/25/2024 RFG Advisory LLC25,917$797K0.0%+94.1%0.888%
1/25/2024Strategic Blueprint LLC85,193$2.62M0.2%+16.9%2.918%
1/24/2024Comprehensive Financial Consultants Institutional Inc.82,140$2.53M1.2%N/A2.813%
1/23/2024Milestone Asset Management LLC36,414$1.12M0.4%-54.4%1.247%
1/23/2024WealthShield Partners LLC38,803$1.19M0.2%+63.1%1.329%
1/22/20244J Wealth Management LLC8,250$254K0.2%N/A0.283%
1/22/2024Pallas Capital Advisors LLC201,682$6.20M0.3%+43.7%6.907%
1/22/2024Claro Advisors LLC14,994$461K0.1%+6.8%0.513%
1/19/2024 AdvisorNet Financial Inc6,053$186K0.0%N/A0.207%
1/19/2024Donald L. Hagan LLC94,673$2.91M1.6%+1.0%3.242%
1/19/2024Heritage Wealth Partners LLC39,844$1.23M2.5%-14.5%1.365%
1/18/2024MBL Wealth LLC145,631$4.48M0.6%+11.1%4.987%
1/18/2024Maltin Wealth Management Inc.71,483$2.20M1.4%-2.8%2.448%
1/16/2024Raymond James Financial Services Advisors Inc.15,412$474K0.0%-45.0%0.528%
1/16/2024Raymond James & Associates119,852$3.68M0.0%N/A4.105%
1/16/2024 Retirement Planning Group LLC29,733$914K0.1%+40.6%1.018%
1/11/2024Brookstone Capital Management957,301$29.43M0.6%-6.4%32.784%
1/11/2024Diligent Investors LLC16,400$504K0.1%N/A0.562%
1/10/2024 Advance Capital Management Inc.4,310,582$132.51M10.5%+95.9%147.623%
11/15/2023Dana Investment Advisors Inc.16,421$471K0.0%-2.4%0.562%
11/14/2023 Mather Group LLC.19,278$553K0.0%N/A0.660%
11/14/2023Milestone Asset Management LLC79,780$2.29M0.8%N/A2.732%
11/13/2023Sugarloaf Wealth Management LLC5,050$145K0.0%N/A0.173%
11/13/2023Envestnet Asset Management Inc.40,439$1.16M0.0%+240.8%1.385%
11/13/2023Kestra Advisory Services LLC7,582$217K0.0%N/A0.260%
11/9/2023Atlantic Private Wealth LLC1,125$32K0.0%N/A0.039%
11/8/2023Archer Investment Corp55,940$1.60M0.6%+316.5%1.916%
11/7/2023Kingsview Wealth Management LLC23,370$670K0.0%N/A0.800%
11/7/2023Sound View Wealth Advisors Group LLC8,546$245K0.0%-8.4%0.293%
11/6/2023Sigma Planning Corp36,167$1.04M0.0%N/A1.239%
11/3/2023MGO One Seven LLC388,533$11.14M0.9%N/A13.306%
11/3/2023Berger Financial Group Inc90,330$2.59M0.3%+47.4%3.093%
11/3/2023SageView Advisory Group LLC37,634$1.08M0.1%+247.8%1.289%
11/2/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors63,672$1.83M0.2%-40.5%2.181%
10/31/2023Triumph Capital Management88,067$2.52M1.1%N/A3.016%
10/25/2023WealthShield Partners LLC23,797$682K0.1%+62.5%0.815%
10/25/2023 Retirement Planning Group LLC21,148$606K0.1%N/A0.724%
10/24/2023Hartford Financial Management Inc.4,933$141K0.0%N/A0.169%
10/24/2023Raymond James Financial Services Advisors Inc.28,046$804K0.0%N/A0.960%
10/24/2023Cambridge Investment Research Advisors Inc.42,532$1.22M0.0%-65.4%1.457%
10/23/2023Commonwealth Equity Services LLC434,031$12.44M0.0%+16.8%14.864%
10/20/2023Brookstone Capital Management1,022,236$29.27M0.6%+2,261.9%35.008%
10/19/2023Simplicity Solutions LLC10,214$293K0.0%N/A0.350%
10/18/2023Heritage Wealth Partners LLC46,626$1.34M2.9%N/A1.597%
10/18/2023Strategic Blueprint LLC72,857$2.09M0.2%+32.5%2.495%
10/17/2023KFG Wealth Management LLC117,763$3.38M1.8%+186.8%4.033%
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10/16/2023Onyx Bridge Wealth Group LLC200,960$5.76M1.3%N/A6.882%
10/16/2023 RFG Advisory LLC13,354$383K0.0%N/A0.457%
10/13/2023CRA Financial Services LLC13,135$376K0.1%N/A0.450%
10/13/2023 Advance Capital Management Inc.2,200,687$63.07M5.8%N/A75.366%
10/13/2023Worth Financial Advisory Group LLC62,551$1.79M1.6%N/A2.142%
10/12/2023 BCS Wealth Management8,560$245K0.1%N/A0.293%
10/11/2023Donald L. Hagan LLC93,743$2.69M1.6%N/A3.210%
10/11/2023MBL Wealth LLC131,029$3.76M0.5%+1.9%4.487%
10/11/2023Maltin Wealth Management Inc.73,571$2.11M1.4%N/A2.520%
10/10/2023 DHJJ Financial Advisors Ltd.6,822$196K0.1%-5.5%0.234%
(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 Commonwealth Equity Services LLC ($22.77M), Brookstone Capital Management ($22.06M), KFG Wealth Management LLC ($21.79M), MGO One Seven LLC ($13.42M), Sageworth Trust Co ($9.31M), Private Client Services LLC ($7.40M), and Soltis Investment Advisors LLC ($6.59M).Learn more on UAUG's institutional investors.

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

Of the 84 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), SageView Advisory Group LLC ($3.64M), Brookstone Capital Management ($1.36M), KFG Wealth Management LLC ($708.95K), Commonwealth Equity Services LLC ($690.09K), 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 15,555,732 shares in the last 24 months. This purchase volume represents approximately $457.99M in transactions.

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

Of the 33 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. ($4.25M), AE Wealth Management LLC ($974.80K), Brookstone Capital Management ($732.57K), Altfest L J & Co. Inc. ($589.12K), Janney Montgomery Scott LLC ($189.25K), Cambridge Investment Research Advisors Inc. ($101.16K), and Sageworth Trust Co ($76.82K).

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

Institutional investors have sold a total of 7,211,805 shares in the last 24 months. This volume of shares sold represents approximately $224.87M in transactions.


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This page (BATS:UAUG) was last updated on 4/16/2024 by MarketBeat.com Staff

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