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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

43 hedge funds and large institutions have $81.1M invested in Innovator Defined Wealth Shield ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
+12
Holders Change %
+38.71%
% of All Funds
0.73%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
16
Increased
16
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Arlington Capital Management
Illinois
$9.98M
2
KCM
2
Karp Capital Management
California
$9.26M
3
BCM
3
Brookstone Capital Management
Illinois
$8.39M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.24M
5
PWA
5
Pillar Wealth Advisors
Pennsylvania
$14.9M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
APCM
2
Alaska Permanent Capital Management
Alaska
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
ASN
4
Advisory Services Network
Georgia
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$2.46M
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
26
Lincoln National Corp
Pennsylvania
$430K 16,651 – –
AWM
27
AE Wealth Management
Kansas
$418K 16,195 +16,195 New
BPA
28
Beacon Pointe Advisors
California
$337K 13,050 +50 +0.4%
SWM
29
Spire Wealth Management
Virginia
$331K 12,833 +12,833 New
SCFS
30
S.C. Financial Services
Arizona
$310K 12,000 – –
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$296K 11,445 – –
AWM
32
Axxcess Wealth Management
California
$265K 10,268 +10,268 New
CA
33
Cambridge Advisors
Nebraska
$258K 10,000 +10,000 New
JIC
34
Johnson Investment Counsel
Ohio
$255K 9,871 – –
CAN
35
Cetera Advisor Networks
California
$216K 8,380 +8,380 New
AL
36
ACAS LLC
California
$212K 8,107 -1,086 -12%
PAS
37
Park Avenue Securities
New York
$201K 7,775 +7,775 New
CAL
38
Capital Analysts LLC
Pennsylvania
$68K 2,636 – –
BA
39
Bellwether Advisors
Nebraska
$60K 2,324 +388 +20%
CFGS
40
Concourse Financial Group Securities
Alabama
$20K 775 +775 New
AAP
41
Arax Advisory Partners
Colorado
$11K 435 -682 -61%
HI
42
Harbour Investments
Wisconsin
$5K 200 +200 New
CIAS
43
Capital Investment Advisory Services
North Carolina
$1K 40 +40 New
OMC
44
Old Mission Capital
Illinois
– – -20,127 Closed
APCM
45
Alaska Permanent Capital Management
Alaska
– – -14,886 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– – -12,723 Closed
ASN
47
Advisory Services Network
Georgia
– – -12,382 Closed
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