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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

105 hedge funds and large institutions have $408M invested in Innovator Defined Wealth Shield ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
105
Holders Change
+12
Holders Change %
+12.9%
% of All Funds
1.52%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
46
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
1
Wealthquest
Ohio
$41.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$19.5M
3
CA
3
Cetera Advisors
Colorado
$6.35M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$55.8M
5
OLVIG
5
Oliver Lagore Vanvalin Investment Group
Michigan
$3.85M

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$1.63M
2
MAM
2
Milestone Asset Management
Pennsylvania
$12.5M
3
KWM
3
Kingsview Wealth Management
Oregon
$6.52M
4
RA
4
RFG Advisory
Alabama
$1.85M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$4.83M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$3.82M 130,713 +55,449 +74%
TF
27
Trek Financial
Arizona
$3.75M 128,245 +94,643 +282%
MOS
28
MGO One Seven
Ohio
$3.66M 124,964 +864 +0.7%
Morgan Stanley
29
Morgan Stanley
New York
$3.3M 112,820 +112,820 New
AWS
30
Atria Wealth Solutions
New York
$3.18M 108,621 +30,216 +39%
MMA
31
Miracle Mile Advisors
California
$3.06M 104,436 -5,672 -5%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$3.04M 103,914 +34,855 +50%
DIM
33
Delta Investment Management
California
$3.04M 103,779 +46,422 +81%
RJA
34
Raymond James & Associates
Florida
$2.97M 101,528 +50,942 +101%
CTFG
35
Capstone Triton Financial Group
Oklahoma
$2.93M 99,989 -2,123 -2%
Mariner
36
Mariner
Kansas
$2.76M 94,476 -38,730 -29%
WIA
37
World Investment Advisors
California
$2.62M 89,670 +11,945 +15%
MML Investors Services
38
MML Investors Services
Massachusetts
$2.43M 83,130 -93,587 -53%
VWA
39
Visionary Wealth Advisors
Illinois
$2.42M 82,599 +38,281 +86%
RWM
40
Ritholtz Wealth Management
New York
$2.28M 77,935 +77,935 New
RC
41
Rovin Capital
Arizona
$2.19M 74,948 +7,151 +11%
SWA
42
SFMG Wealth Advisors
Texas
$1.91M 65,234 -910 -1%
RA
43
RiverTree Advisors
Florida
$1.89M 64,710 -2,108 -3%
HI
44
Harbour Investments
Wisconsin
$1.89M 64,467 +20,654 +47%
RA
45
RFG Advisory
Alabama
$1.85M 63,271 -175,195 -73%
CAL
46
Capital Analysts LLC
Pennsylvania
$1.78M 60,777 -636 -1%
CPP
47
Capasso Planning Partners
South Carolina
$1.73M 58,978 +8,503 +17%
FIA
48
Foundations Investment Advisors
Arizona
$1.63M 55,643 -2,817,251 -98%
CAG
49
Compass Advisory Group
New York
$1.47M 50,139 -4,012 -7%
MSFS
50
Main Street Financial Solutions
Pennsylvania
$1.41M 48,277 +67 +0.1%
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