UAUG

Innovator$42.91+0.15 (+0.36%)
AUM $239.2MER 0.79%NAV $42.71Holdings 6

Price Chart

Key Statistics

Previous Close

$42.75

Day Range

$42.83$42.99

52-Week Range

$38.76$43.16

Avg Volume

18.2K

Dividend Yield

Expense Ratio

0.79%

AUM

$239.2M

Shares Outstanding

5.8M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology37.43%
Financial Services12.19%
Communication Services9.91%
Consumer Cyclical9.58%
Healthcare9.10%
Industrials8.16%
Consumer Defensive4.61%
Energy3.36%
Utilities2.15%
Real Estate1.88%
Basic Materials1.62%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States99.65%
Other0.35%

Fund Information

Issuer
Innovator
Category
Technology
Inception Date
Jul 31, 2019
Exchange
BATS
Description
The Innovator U.S. Equity Ultra Buffer ETF seeks to track the return of the SPDR S&P 500 ETF Trust (SPY), up to a predetermined cap, while buffering investors against losses from -5% to -35% over the outcome period. The ETF can be held indefinitely, resetting at the end of each outcome period, approximately annually.

Similar ETFs

SymbolNameAUM
VTIVanguard Morningstar Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.70T
IVViShares Core S&P 500 ETF$839.60B
SPYState Street SPDR S&P 500 ETF$803.52B
QQQInvesco QQQ Trust, Series 1$481.71B

The Innovator U.S. Equity Ultra Buffer ETF - August (UAUG) is an exchange-traded fund issued by Innovator that launched on Jul 31, 2019. It currently manages $239.2M in assets under management. The fund charges an expense ratio of 0.79%. The fund holds 6 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1VOOVanguard S&P 500 ETF99.23%340,652$237.3M
2VOO 07/30/2027 652.32 P3.33%3,478$8.0M
3US BANK MMDA - USBGFS 9 09/01/20370.27%653,205$653K
4VOO 07/30/2027 714.1 C0.14%71$327K
5Cash & Other-0.05%-126,363$-126363
6VOO 07/30/2027 714.1 P-0.12%-71$-284899
7VOO 07/30/2027 446.32 P-0.60%-3,478$-1446848
8VOO 07/30/2027 782.85 C-2.19%-3,478$-5241346

Detailed Returns

PeriodReturnETF
1D
+0.36%
1W
-0.33%
1M
-0.49%
3M
+2.27%
6M
+7.89%
YTD
+7.08%
1Y
+9.89%
3Y
+46.32%
5Y
+49.46%

Moving Averages

20-Day MA

$42.96

Below 20-Day MA
50-Day MA

$42.66

Above 50-Day MA
200-Day MA

$41.03

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$43.16

Current Price

$42.91

52-Week Low

$38.76

$38.76$43.16

Current Yield

Annual Dividend

$0.4284

Frequency

Specialx/year

Last Ex-Date

Nov 19, 2019

Dividend History

Ex-DateAmountPay Date
Nov 19, 2019$0.2140Nov 21, 2019
Nov 19, 2019$0.1350Nov 21, 2019
Nov 19, 2019$0.0794Nov 21, 2019

Dividend Payments Over Time

Category Comparison

MetricUAUGTechnology(1660 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.79%0.61%0.74%
AUM$239.2M$6.83B$347.8M
Dividend Yield2.94%14.07%
Avg Volume18.2K432.5K29.6K
Holdings619813
Performance
1-Month Return-0.44%-0.32%-0.19%
6-Month Return+4.96%+8.18%+4.67%
YTD Return+7.54%+13.83%+7.66%
1-Year Return+8.11%+27.29%+8.15%

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