Innovator U.S. Equity Ultra Fund (UAUG)
BATS BATS Primary Summary
UAUG Chart
UAUG: Time To Add Buffer ETFs For Equity Exposure?
Buffer ETFs offer equity exposure with downside protection, but higher protection limits upside potential; Innovator U.S. Equity Ultra Buffer ETF - August is reviewed. This ETF resets its upside cap and downside protection every August, protecting against market drops between 5% to 35%, adjusted for fees. Buffer ETFs are ideal for novice investors and retirees, balancing limited downside with capped upside; I use several in my portfolio.
Innovator U.S. Equity Ultra Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jeff Ameen Spire Wealth Management | 60,341 | $2.34M | $2.55M | $212,611.02 | 9.1% |
| SL Shad Lamm Keystone Wealth Services LLC | 14,553 | $572,515.02 | $615,228.07 | $42,713.05 | 7.46% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 8,013 | $289,731.65 | $338,336.1 | $48,604.45 | 16.78% |
 Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,800 | $70,812 | $76,050 | $5,238 | 7.4% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 246 | $9,670.26 | $10,393.5 | $723.24 | 7.48% |
Innovator U.S. Equity Ultra Fund (UAUG) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Innovator U.S. Equity Ultra Fund ever had a stock split?
Innovator U.S. Equity Ultra Fund Profile
| BATS Exchange | US Country |
Overview
The fund is a sophisticated investment vehicle focusing on leveraging FLexible EXchange® Options (FLEX Options) tied to the performance of the SPDR® S&P 500® ETF Trust. By channeling at least 80% of its net assets into these particular options, the fund seeks to capitalize on the customizable nature of FLEX Options. These exchange-traded options allow for the specification of various terms such as exercise style, expiration date, and whether the option is cash-settled or physically delivered. This strategic choice aims to offer investors a tailored investment approach within the non-diversified framework of the fund's portfolio.
Products and Services
- FLEX Options Based Investment Strategies
At the core of its offering, the fund invests predominantly in FLEX Options that reference the SPDR® S&P 500® ETF Trust. This approach allows the fund to take advantage of the S&P 500's performance with added flexibility and customization. Unlike standard options, FLEX Options enable the fund to define key terms of the contracts, potentially enhancing the strategic fit with the fund’s investment goals.
