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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

79 hedge funds and large institutions have $308M invested in Innovator Defined Wealth Shield ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.26%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
15
Increased
39
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$25.3M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$8.11M
3
PCA
3
Prosperity Capital Advisors
Ohio
$6.92M
4
CPP
4
Capasso Planning Partners
South Carolina
$5.25M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.48M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$2.08M
2
AGA
2
Accuvest Global Advisors
Utah
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$29.1M
4
BCA
4
Bay Colony Advisors
Massachusetts
$0
5
SOS
5
Silver Oak Securities
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
26
Capital Analysts LLC
Pennsylvania
$2.38M 85,560 +28,183 +49%
W
27
Wealthquest
Ohio
$2.33M 83,870 -20,234 -19%
AWM
28
AE Wealth Management
Kansas
$2.21M 79,384 -11,811 -13%
WIA
29
World Investment Advisors
California
$2.16M 77,650 +1,550 +2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.08M 74,731 -131,152 -64%
RC
31
Rovin Capital
Arizona
$2M 71,920 -921 -1%
AWS
32
Atria Wealth Solutions
New York
$1.93M 69,505 +4,007 +6%
KAS
33
Kestra Advisory Services
Texas
$1.93M 69,369 -15,516 -18%
SWA
34
SFMG Wealth Advisors
Texas
$1.85M 66,712 -9,343 -12%
RA
35
RiverTree Advisors
Florida
$1.81M 65,116 -476 -0.7%
CAG
36
Compass Advisory Group
New York
$1.76M 63,134 -1,083 -2%
DI
37
DFPG Investments
Utah
$1.75M 62,340 – –
UBS Group
38
UBS Group
Switzerland
$1.69M 60,819 +60,819 New
CAN
39
Cetera Advisor Networks
California
$1.66M 59,577 +31,083 +109%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.41M 50,750 +9,950 +24%
MSFS
41
Main Street Financial Solutions
Pennsylvania
$1.34M 48,210 +5,100 +12%
BWM
42
BCS Wealth Management
Tennessee
$1.28M 46,122 +5,341 +13%
VWA
43
Visionary Wealth Advisors
Illinois
$1.26M 45,438 +6,188 +16%
TCM
44
Triumph Capital Management
Colorado
$1.09M 39,341 +39,341 New
KPWS
45
Kestra Private Wealth Services
Texas
$1.07M 38,401 +1,989 +5%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$1.04M 37,449 +22,708 +154%
BPA
47
Beacon Pointe Advisors
California
$1.03M 37,052 +37,052 New
DIM
48
Delta Investment Management
California
$974K 35,030 -1,823 -5%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$960K 34,521 +53 +0.2%
HI
50
Harbour Investments
Wisconsin
$921K 33,140 +3,123 +10%
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