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Innovator Defined Wealth Shield ETF

72 hedge funds and large institutions have $250M invested in Innovator Defined Wealth Shield ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.14%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
5
Increased
40
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SOS
51
Silver Oak Securities
Tennessee
$721K 25,853 +59 +0.2%
USCWA
52
U.S. Capital Wealth Advisors
Texas
$639K 22,923 +22,923 New
WP
53
WealthPLAN Partners
Nebraska
$509K 18,252 -250 -1%
OIA
54
OneDigital Investment Advisors
Kansas
$502K 18,000 +4,000 +29%
CA
55
Cambridge Advisors
Nebraska
$440K 15,768 +1,043 +7%
CA
56
Cetera Advisors
Colorado
$439K 15,751 +5,839 +59%
CBFP
57
Cedar Brook Financial Partners
Ohio
$433K 15,533 +755 +5%
NA
58
NewEdge Advisors
Louisiana
$418K 14,989 +5,200 +53%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$411K 14,741 +1,265 +9%
VFPW
60
Vantage Financial Partners (Wisconsin)
Wisconsin
$407K 14,590
SWA
61
Stratos Wealth Advisors
Ohio
$399K 14,309 +276 +2%
DBRC
62
D.B. Root & Company
Pennsylvania
$378K 13,560 +1,710 +14%
IA
63
IFP Advisors
Florida
$357K 12,784 +1,300 +11%
Truist Financial
64
Truist Financial
North Carolina
$315K 11,278 -915 -8%
FIM
65
Freedom Investment Management
Connecticut
$252K 9,049 -421 -4%
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$213K 7,641 -3,875 -34%
PCM
67
Penserra Capital Management
California
$20K 718 +718 New
Morgan Stanley
68
Morgan Stanley
New York
$15.3K 550 -50 -8%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$12.5K 447 -1,096 -71%
FGAM
70
Financial Gravity Asset Management
Texas
$7.07K 28 +28 New
AAP
71
Arax Advisory Partners
Colorado
$4.94K 177 -17 -9%
WAM
72
Worth Asset Management
Texas
$4.52K 162 +27 +20%
MA
73
MAS Advisors
Florida
-61,724 Closed
RPSA
74
Richard P. Slaughter Associates
Texas
-14,759 Closed
BPA
75
Beacon Pointe Advisors
California
-9,774 Closed