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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

128 hedge funds and large institutions have $548M invested in Innovator Defined Wealth Shield ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
64
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$51M
2
W
2
Wealthquest
Ohio
$63.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$32.7M
4
CWG
4
Crown Wealth Group
North Carolina
$19.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15.2M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$2.06M
2
MA
2
Mutual Advisors
Nebraska
$7.57M
3
PCA
3
Prosperity Capital Advisors
Ohio
$16.5M
4
RWM
4
Ritholtz Wealth Management
New York
$1.14M
5
RIA
5
Regal Investment Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$4.11M 133,448 +15,736 +13%
TF
27
Trek Financial
Arizona
$3.9M 126,589 +3,806 +3%
VWA
28
Visionary Wealth Advisors
Illinois
$3.47M 112,480 +9,638 +9%
WIA
29
World Investment Advisors
California
$3.46M 112,075 +16,190 +17%
TC
30
TownSquare Capital
Utah
$3.2M 103,822 +103,822 New
BWM
31
Brown Wealth Management
Illinois
$3.2M 103,822 +103,822 New
MAM
32
Milestone Asset Management
Pennsylvania
$3.19M 103,572 +15,792 +18%
GEA
33
Glen Eagle Advisors
New Jersey
$3.02M 98,090 +98,090 New
OLVIG
34
Oliver Lagore Vanvalin Investment Group
Michigan
$2.85M 92,427 +16,480 +22%
CWA
35
Core Wealth Advisors
Florida
$2.85M 92,348 +9,578 +12%
CTFG
36
Capstone Triton Financial Group
Oklahoma
$2.56M 82,879 -553 -0.7%
RA
37
RFG Advisory
Alabama
$2.25M 72,873 +3,814 +6%
CB
38
Chris Bulman
California
$2.18M 70,608 +4,698 +7%
RC
39
Rovin Capital
Arizona
$2.17M 70,514 -1,577 -2%
CFCI
40
Comprehensive Financial Consultants Institutional
Indiana
$2.11M 68,519 +8,311 +14%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.06M 66,685 -111,296 -63%
SOS
42
Silver Oak Securities
Tennessee
$2.01M 65,377 +9,997 +18%
SWA
43
SFMG Wealth Advisors
Texas
$2.01M 65,275 – –
CA
44
Cannon Advisors
North Carolina
$1.92M 62,233 +62,233 New
RA
45
RiverTree Advisors
Florida
$1.86M 60,349 -2,346 -4%
IIA
46
Integral Investment Advisors
California
$1.75M 56,675 -990 -2%
CAL
47
Capital Analysts LLC
Pennsylvania
$1.74M 56,496 -117 -0.2%
SEIA
48
Signature Estate & Investment Advisors
California
$1.68M 54,504 +13,530 +33%
Truist Financial
49
Truist Financial
North Carolina
$1.58M 51,142 +51,142 New
AWA
50
Arkadios Wealth Advisors
Georgia
$1.55M 50,436 +13,681 +37%
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