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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

195 hedge funds and large institutions have $997M invested in Innovator Defined Wealth Shield ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 51 reducing their positions, and 20 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.62%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
26
Increased
96
Reduced
51
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
1
Clear Creek Financial Management
Washington
$18.9M
2
CPC
2
Consolidated Planning Corp
Georgia
$11.8M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$34.4M
4
AWM
4
AE Wealth Management
Kansas
$15.9M
5
WCAMG
5
Woodard & Company Asset Management Group
North Carolina
$9.28M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$0
2
ACM
2
Arlington Capital Management
Illinois
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$45.9M
4
W
4
Wealthquest
Ohio
$101M
5
TC
5
TownSquare Capital
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
W
1
Wealthquest
Ohio
$101M 3,153,269 -289,577 -8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55M 1,717,555 -117,066 -6%
Raymond James Financial
3
Raymond James Financial
Florida
$54.2M 1,690,579 -150,185 -8%
Osaic Holdings
4
Osaic Holdings
Arizona
$45.9M 1,452,138 -324,302 -18%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$34.8M 1,084,063 +24,638 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$34.4M 1,072,378 +360,840 +51%
BCI
7
Brinker Capital Investments
Pennsylvania
$27M 841,791 +248,809 +42%
PCA
8
Prosperity Capital Advisors
Ohio
$26.4M 821,790 +28,224 +4%
CWG
9
Crown Wealth Group
North Carolina
$24.5M 764,336 +52,007 +7%
KA
10
Kure Advisory
Minnesota
$22.6M 705,499 +121,919 +21%
CAG
11
Compass Advisory Group
New York
$22.3M 694,363 -5,263 -0.8%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$21.6M 672,379 +208,932 +45%
BCM
13
Brookstone Capital Management
Illinois
$20.5M 640,059 +30,440 +5%
CCFM
14
Clear Creek Financial Management
Washington
$18.9M 588,185 +577,721 +5,521%
KWM
15
Kingsview Wealth Management
Oregon
$17.1M 533,353 +181,900 +52%
AWM
16
AE Wealth Management
Kansas
$15.9M 494,367 +314,895 +175%
HI
17
Harbour Investments
Wisconsin
$15.8M 491,944 +37,427 +8%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$15M 467,315 -3,305 -0.7%
CF
19
Centaurus Financial
California
$14.8M 460,547 +41,511 +10%
NIA
20
NBZ Investment Advisors
Tennessee
$13.4M 417,280 +9,349 +2%
SS
21
Sunbelt Securities
Texas
$13.3M 421,744 +6,073 +1%
CPC
22
Consolidated Planning Corp
Georgia
$11.8M 367,244 +367,244 New
PWM
23
PTM Wealth Management
United States
$10.4M 322,027 +32,364 +11%
CFS
24
CRA Financial Services
New Jersey
$10.3M 321,612 +47,865 +17%
CVA
25
Central Valley Advisors
California
$10.1M 313,806 +2,469 +0.8%
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