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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

105 hedge funds and large institutions have $408M invested in Innovator Defined Wealth Shield ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
105
Holders Change
+12
Holders Change %
+12.9%
% of All Funds
1.52%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
21
Increased
46
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
1
Wealthquest
Ohio
$41.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$19.5M
3
CA
3
Cetera Advisors
Colorado
$6.35M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$55.8M
5
OLVIG
5
Oliver Lagore Vanvalin Investment Group
Michigan
$3.85M

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$1.63M
2
MAM
2
Milestone Asset Management
Pennsylvania
$12.5M
3
KWM
3
Kingsview Wealth Management
Oregon
$6.52M
4
RA
4
RFG Advisory
Alabama
$1.85M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$4.83M
Name Market Value Shares Shares
Change 		Shares
Change %
LIWM
51
Long Island Wealth Management
New York
$1.35M 46,147 +7,233 +19%
BPA
52
Beacon Pointe Advisors
California
$1.35M 46,041 +14,081 +44%
SOS
53
Silver Oak Securities
Tennessee
$1.26M 42,956 +18,254 +74%
BWM
54
BCS Wealth Management
Tennessee
$1.18M 40,466 -1,492 -4%
DAS
55
Diversify Advisory Services
Utah
$1.13M 38,750 +38,750 New
AWA
56
Arkadios Wealth Advisors
Georgia
$1.06M 36,327 +36,327 New
HighTower Advisors
57
HighTower Advisors
Illinois
$1M 34,177 – –
CBFP
58
Cedar Brook Financial Partners
Ohio
$952K 32,521 +12,205 +60%
CA
59
CoreCap Advisors
Michigan
$864K 29,523 +289 +1%
RIA
60
Regal Investment Advisors
Michigan
$797K 27,231 +27,231 New
USCWA
61
U.S. Capital Wealth Advisors
Texas
$795K 27,175 -2,270 -8%
TCM
62
Triumph Capital Management
Colorado
$728K 24,894 +24,894 New
CFCI
63
Comprehensive Financial Consultants Institutional
Indiana
$646K 22,071 +6,924 +46%
VFPW
64
Vantage Financial Partners (Wisconsin)
Wisconsin
$646K 22,068 – –
PHWM
65
Pine Harbor Wealth Management
Maryland
$645K 22,055 +1,908 +9%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$544K 18,599 +18,599 New
BCA
67
Bay Colony Advisors
Massachusetts
$527K 18,002 +6,070 +51%
HIC
68
Hartline Investment Corp
Illinois
$527K 18,002 +18,002 New
OIA
69
OneDigital Investment Advisors
Kansas
$527K 18,000 – –
BW
70
Bison Wealth
Georgia
$519K 17,722 +17,722 New
SWA
71
Stratos Wealth Advisors
Ohio
$498K 17,010 +470 +3%
MFG
72
Merit Financial Group
Georgia
$474K 16,242 +16,242 New
NA
73
NewEdge Advisors
Louisiana
$454K 15,514 +15,514 New
WAS
74
Wealth Advisory Solutions
Indiana
$430K 14,691 +14,691 New
Citadel Advisors
75
Citadel Advisors
Florida
$415K 14,184 +3,056 +27%
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3
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