AOCT

Innovator Equity Defined Protection ETF - 2 Yr to October 2026

22 hedge funds and large institutions have $38M invested in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+22
Holders Change %
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
22
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LC
1
Legacy CG
Texas
$16.6M +$16.6M +668,894 New
Raymond James Financial
2
Raymond James Financial
Florida
$5.14M +$5.14M +206,855 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.03M +$5.03M +202,220 New
AWM
4
AE Wealth Management
Kansas
$2.08M +$2.08M +83,790 New
HighTower Advisors
5
HighTower Advisors
Illinois
$1.73M +$1.73M +69,453 New
FWIA
6
Fort Washington Investment Advisors
Ohio
$1.48M +$1.48M +59,500 New
TWM
7
Tradition Wealth Management
Minnesota
$890K +$890K +35,812 New
CPP
8
Capasso Planning Partners
South Carolina
$785K +$785K +31,587 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$730K +$730K +29,353 New
JWBC
10
John W. Brooker & Co
California
$612K +$612K +24,600 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$604K +$604K +24,304 New
IA
12
IFG Advisors
Missouri
$400K +$400K +16,090 New
CFCI
13
Comprehensive Financial Consultants Institutional
Indiana
$334K +$334K +13,419 New
KWM
14
KFG Wealth Management
Indiana
$315K +$315K +12,661 New
SPWG
15
Syntegra Private Wealth Group
Missouri
$292K +$292K +11,735 New
WP
16
WealthShield Partners
North Carolina
$263K +$263K +10,576 New
CWS
17
Cypress Wealth Services
California
$225K +$225K +9,056 New
BA
18
Bellwether Advisors
Nebraska
$163K +$163K +6,538 New
HI
19
Harbour Investments
Wisconsin
$131K +$131K +5,141 New
PS
20
Principal Securities
Iowa
$73.5K +$73.5K +2,956 New
SPIA
21
Steward Partners Investment Advisory
New York
$66.2K +$66.2K +2,662 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$30K +$30K +1,198 New