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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

79 hedge funds and large institutions have $308M invested in Innovator Defined Wealth Shield ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.26%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
15
Increased
39
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$25.3M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$8.11M
3
PCA
3
Prosperity Capital Advisors
Ohio
$6.92M
4
CPP
4
Capasso Planning Partners
South Carolina
$5.25M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.48M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$2.08M
2
AGA
2
Accuvest Global Advisors
Utah
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$29.1M
4
BCA
4
Bay Colony Advisors
Massachusetts
$0
5
SOS
5
Silver Oak Securities
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$915K 32,930 +6,200 +23%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$822K 29,555 +2,200 +8%
VIM
53
Vista Investment Management
Pennsylvania
$737K 26,509 – –
USCWA
54
U.S. Capital Wealth Advisors
Texas
$733K 26,373 +3,450 +15%
TC
55
TownSquare Capital
Utah
$724K 26,058 +26,058 New
TF
56
Trek Financial
Arizona
$720K 25,890 -17,495 -40%
CA
57
Cambridge Advisors
Nebraska
$661K 23,774 +8,006 +51%
VFPW
58
Vantage Financial Partners (Wisconsin)
Wisconsin
$613K 22,068 +7,478 +51%
PCA
59
Pallas Capital Advisors
Massachusetts
$602K 21,702 +21,702 New
DBRC
60
D.B. Root & Company
Pennsylvania
$587K 21,126 +7,566 +56%
CBFP
61
Cedar Brook Financial Partners
Ohio
$558K 20,061 +4,528 +29%
OIA
62
OneDigital Investment Advisors
Kansas
$500K 18,000 – –
CA
63
Cetera Advisors
Colorado
$483K 17,366 +1,615 +10%
WP
64
WealthPLAN Partners
Nebraska
$446K 16,047 -2,205 -12%
SWA
65
Stratos Wealth Advisors
Ohio
$383K 13,789 -520 -4%
NA
66
NewEdge Advisors
Louisiana
$361K 12,989 -2,000 -13%
IA
67
IFP Advisors
Florida
$347K 12,481 -303 -2%
BTI
68
Blue Trust Inc
Georgia
$310K 11,120 +11,120 New
WAS
69
Wealth Advisory Solutions
Indiana
$294K 10,582 -15,935 -60%
KBC
70
Key Bridge Compliance
$294K 10,582 +10,582 New
GS
71
GTS Securities
New York
$237K 8,539 +8,539 New
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$212K 7,641 – –
FIM
73
Freedom Investment Management
Connecticut
$201K 7,246 -1,803 -20%
GIA
74
GHP Investment Advisors
Colorado
$70K 2,508 +2,508 New
CFGS
75
Concourse Financial Group Securities
Alabama
$10K 360 +360 New
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3
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