UAUG β€” INNOVATOR ETFS TR

Ownership history in HighTower Advisors, LLC  Β·  16 quarters on record

AI Ownership Summary

HighTower Advisors, LLC reported INNOVATOR ETFS TR (UAUG) in 16 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows UAUG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UAUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HighTower Advisors, LLC's position in INNOVATOR ETFS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

UAUG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HighTower Advisors, LLC held UAUG β€” position size vs. price
% of Fund (quarterly)    UAUG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 9,590 -1,800 -15.8% 0.00% $377K 2025-11-07 $39.36
2025 Q2 UNCHANGED 11,390 β€” 0% 0.00% $426K 2025-08-11 $38.37
2025 Q1 REDUCED 11,390 -2,594 -18.5% 0.00% $394K 2025-05-13 $35.88
2024 Q4 UNCHANGED 13,984 β€” 0% 0.00% $497K 2025-02-07 $36.14
2024 Q3 REDUCED 13,984 -35,168 -71.5% 0.00% $490K 2024-11-14 $35.55
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About HighTower Advisors, LLC and UAUG

These are the practical questions this page is built to answer before you even open the full history table.

How long has HighTower Advisors, LLC reported owning UAUG?

HighTower Advisors, LLC reported UAUG across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported UAUG position in HighTower Advisors, LLC's portfolio?

The largest reported portfolio weight for UAUG was 0.00% in 2024 Q3.

What is the latest reported UAUG position on this page?

The most recent filing on this page is 2025 Q3, when HighTower Advisors, LLC reported 9,590 shares, equal to 0.00% of portfolio, with an estimated market value of $377K.

What does the chart on this UAUG ownership page compare?

The chart compares HighTower Advisors, LLC's quarterly UAUG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to HighTower Advisors, LLC Holdings