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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

71 hedge funds and large institutions have $201M invested in Innovator Defined Wealth Shield ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
+26
Holders Change %
+57.78%
% of All Funds
1.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
31
Increased
22
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$37.4M
2
MMA
2
Miracle Mile Advisors
California
$10.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$19.4M
4
CAG
4
Compass Advisory Group
New York
$10.7M
5
RA
5
RFG Advisory
Alabama
$6.29M

Top Sellers

1
KCM
1
Karp Capital Management
California
$0
2
PWA
2
Pillar Wealth Advisors
Pennsylvania
$13.4M
3
AWM
3
Axxcess Wealth Management
California
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14M
5
AWM
5
AE Wealth Management
Kansas
$4.14M
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$1.37M 51,401 +41,795 +435%
SWA
27
Stratos Wealth Advisors
Ohio
$1.35M 50,661 +1,797 +4%
VIM
28
Vista Investment Management
Pennsylvania
$1.34M 50,511 +6,320 +14%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.33M 50,105 +13,570 +37%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.32M 49,747 +28,139 +130%
DIM
31
Delta Investment Management
California
$1.04M 38,982 +38,982 New
BWM
32
BCS Wealth Management
Tennessee
$1.01M 38,116 -10,533 -22%
Citadel Advisors
33
Citadel Advisors
Florida
$968K 36,402 +36,402 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$903K 33,968 +1,654 +5%
KPWS
35
Kestra Private Wealth Services
Texas
$871K 32,776 -2,213 -6%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$845K 31,795 +20,595 +184%
MSFS
37
Main Street Financial Solutions
Pennsylvania
$747K 28,100 +28,100 New
SOS
38
Silver Oak Securities
Tennessee
$734K 27,601 +27,601 New
IA
39
IFP Advisors
Florida
$638K 24,830 -4,600 -16%
LNC
40
Lincoln National Corp
Pennsylvania
$572K 21,520 -561 -3%
WP
41
WealthPLAN Partners
Nebraska
$527K 19,535 +19,535 New
WIM
42
WealthPlan Investment Management
Nebraska
$526K 19,535 +82 +0.4%
SWM
43
Spire Wealth Management
Virginia
$491K 18,484 -449 -2%
VWA
44
Visionary Wealth Advisors
Illinois
$476K 17,903 +1,265 +8%
PCA
45
Prosperity Capital Advisors
Ohio
$430K 16,165 +16,165 New
CBFP
46
Cedar Brook Financial Partners
Ohio
$386K 14,519 +14,519 New
CAL
47
Capital Analysts LLC
Pennsylvania
$343K 12,876 +10,240 +388%
CAN
48
Cetera Advisor Networks
California
$337K 12,663 +2,868 +29%
VT
49
Vise Technologies
New York
$334K 12,558 +12,558 New
Truist Financial
50
Truist Financial
North Carolina
$331K 12,458 +12,458 New
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