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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

121 hedge funds and large institutions have $397M invested in Innovator Defined Wealth Shield ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
121
Holders Change
+16
Holders Change %
+15.24%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
29
Increased
45
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$35.3M
2
MA
2
Mutual Advisors
Nebraska
$10.5M
3
PCA
3
Prosperity Capital Advisors
Ohio
$18.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$18.1M
5
KAS
5
Kestra Advisory Services
Texas
$7.09M

Top Sellers

1
MAM
1
Milestone Asset Management
Pennsylvania
$2.64M
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$50.7M
4
CWG
4
Crown Wealth Group
North Carolina
$8.27M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VWA
26
Visionary Wealth Advisors
Illinois
$3.09M 102,842 +20,243 +25%
WIA
27
World Investment Advisors
California
$2.88M 95,885 +6,215 +7%
FIA
28
Foundations Investment Advisors
Arizona
$2.78M 92,660 +37,017 +67%
MAM
29
Milestone Asset Management
Pennsylvania
$2.64M 87,780 -339,455 -79%
CTFG
30
Capstone Triton Financial Group
Oklahoma
$2.51M 83,432 -16,557 -17%
CWA
31
Core Wealth Advisors
Florida
$2.49M 82,770 +69,345 +517%
RWM
32
Ritholtz Wealth Management
New York
$2.42M 80,503 +2,568 +3%
OLVIG
33
Oliver Lagore Vanvalin Investment Group
Michigan
$2.28M 75,947 -55,638 -42%
RC
34
Rovin Capital
Arizona
$2.17M 72,091 -2,857 -4%
RA
35
RFG Advisory
Alabama
$2.07M 69,059 +5,788 +9%
CB
36
Chris Bulman
California
$1.98M 65,910 +65,910 New
SWA
37
SFMG Wealth Advisors
Texas
$1.96M 65,275 +41 +0.1%
RA
38
RiverTree Advisors
Florida
$1.88M 62,695 -2,015 -3%
CFCI
39
Comprehensive Financial Consultants Institutional
Indiana
$1.81M 60,208 +38,137 +173%
Mariner
40
Mariner
Kansas
$1.78M 59,306 -35,170 -37%
IIA
41
Integral Investment Advisors
California
$1.73M 57,665 -103,635 -64%
MOS
42
MGO One Seven
Ohio
$1.71M 56,981 -67,983 -54%
CAL
43
Capital Analysts LLC
Pennsylvania
$1.7M 56,613 -4,164 -7%
SOS
44
Silver Oak Securities
Tennessee
$1.66M 55,380 +12,424 +29%
MSFS
45
Main Street Financial Solutions
Pennsylvania
$1.45M 48,380 +103 +0.2%
CAG
46
Compass Advisory Group
New York
$1.4M 46,510 -3,629 -7%
LIWM
47
Long Island Wealth Management
New York
$1.38M 45,843 -304 -0.7%
BPA
48
Beacon Pointe Advisors
California
$1.37M 45,659 -382 -0.8%
MMA
49
Miracle Mile Advisors
California
$1.36M 45,369 -59,067 -57%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.24M 41,296 -41,834 -50%
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