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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

152 hedge funds and large institutions have $659M invested in Innovator Defined Wealth Shield ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
152
Holders Change
+24
Holders Change %
+18.75%
% of All Funds
2.02%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.12%
New
33
Increased
71
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
1
Wealthquest
Ohio
$96.8M
2
Raymond James Financial
2
Raymond James Financial
Florida
$25M
3
CAG
3
Compass Advisory Group
New York
$20.6M
4
GI
4
Gradient Investments
Minnesota
$17.2M
5
NIA
5
NBZ Investment Advisors
Tennessee
$12.4M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$5.55M
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
WCAMG
3
Woodard & Company Asset Management Group
North Carolina
$479K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50M
5
RA
5
RiverTree Advisors
Florida
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
GEA
26
Glen Eagle Advisors
New Jersey
$6.11M 194,310 +96,220 +98%
SPC
27
Sigma Planning Corp
Michigan
$5.92M 188,301 +41,546 +28%
FD
28
Financial Designs
California
$5.59M 177,816 -2,512 -1%
KWM
29
Kingsview Wealth Management
Oregon
$5.55M 176,790 -1,476,301 -89%
TC
30
TownSquare Capital
Utah
$5.22M 166,064 +62,242 +60%
HI
31
Harbour Investments
Wisconsin
$5.22M 166,060 +32,612 +24%
LIWM
32
Long Island Wealth Management
New York
$4.86M 154,821 +109,047 +238%
BWM
33
Brown Wealth Management
Illinois
$4.34M 138,183 +34,361 +33%
TF
34
Trek Financial
Arizona
$4.12M 131,141 +4,552 +4%
VWA
35
Visionary Wealth Advisors
Illinois
$3.65M 116,014 +3,534 +3%
MAM
36
Milestone Asset Management
Pennsylvania
$3.5M 111,398 +7,826 +8%
CWA
37
Core Wealth Advisors
Florida
$3.46M 109,980 +17,632 +19%
WIA
38
World Investment Advisors
California
$3.42M 109,000 -3,075 -3%
LPL Financial
39
LPL Financial
California
$3.27M 104,017 +77,276 +289%
OLVIG
40
Oliver Lagore Vanvalin Investment Group
Michigan
$3.14M 100,056 +7,629 +8%
MML Investors Services
41
MML Investors Services
Massachusetts
$3M 95,530 +46,369 +94%
PWA
42
Prairie Wealth Advisors
Nebraska
$3M 95,325 +95,325 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.66M 84,774 +18,089 +27%
RA
44
RFG Advisory
Alabama
$2.63M 83,682 +10,809 +15%
SWA
45
SFMG Wealth Advisors
Texas
$2.59M 82,301 +17,026 +26%
CTFG
46
Capstone Triton Financial Group
Oklahoma
$2.43M 77,395 -5,484 -7%
CFCI
47
Comprehensive Financial Consultants Institutional
Indiana
$2.39M 75,998 +7,479 +11%
SOS
48
Silver Oak Securities
Tennessee
$2.35M 74,663 +9,286 +14%
RC
49
Rovin Capital
Arizona
$2.25M 71,565 +1,051 +1%
WA
50
Whipplewood Advisors
Colorado
$2.15M 68,538 +68,538 New
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