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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

121 hedge funds and large institutions have $397M invested in Innovator Defined Wealth Shield ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
121
Holders Change
+16
Holders Change %
+15.24%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
29
Increased
45
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$35.3M
2
MA
2
Mutual Advisors
Nebraska
$10.5M
3
PCA
3
Prosperity Capital Advisors
Ohio
$18.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$18.1M
5
KAS
5
Kestra Advisory Services
Texas
$7.09M

Top Sellers

1
MAM
1
Milestone Asset Management
Pennsylvania
$2.64M
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$50.7M
4
CWG
4
Crown Wealth Group
North Carolina
$8.27M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
CoreCap Advisors
Michigan
$1.24M 41,280 +11,757 +40%
SEIA
52
Signature Estate & Investment Advisors
California
$1.23M 40,974 +40,974 New
BWM
53
BCS Wealth Management
Tennessee
$1.22M 40,507 +41 +0.1%
AWA
54
Arkadios Wealth Advisors
Georgia
$1.1M 36,755 +428 +1%
DAS
55
Diversify Advisory Services
Utah
$1.05M 34,650 -4,100 -11%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.03M 34,177 – –
MWP
57
Madison Wealth Partners
Wisconsin
$1.02M 33,841 +22,970 +211%
NA
58
NewEdge Advisors
Louisiana
$976K 32,493 +16,979 +109%
RIA
59
Regal Investment Advisors
Michigan
$920K 30,645 +3,414 +13%
USCWA
60
U.S. Capital Wealth Advisors
Texas
$744K 24,791 -2,384 -9%
OIA
61
OneDigital Investment Advisors
Kansas
$721K 24,000 +6,000 +33%
VFPW
62
Vantage Financial Partners (Wisconsin)
Wisconsin
$663K 22,068 – –
PHWM
63
Pine Harbor Wealth Management
Maryland
$662K 22,055 – –
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$649K 21,596 +2,997 +16%
BCA
65
Bay Colony Advisors
Massachusetts
$616K 20,519 +2,517 +14%
Betterment LLC
66
Betterment LLC
New York
$591K 19,683 +19,683 New
TCM
67
Triumph Capital Management
Colorado
$585K 19,494 -5,400 -22%
SWA
68
Stratos Wealth Advisors
Ohio
$579K 19,285 +2,275 +13%
ASN
69
Advisory Services Network
Georgia
$519K 17,268 +17,268 New
BW
70
Bison Wealth
Georgia
$519K 17,722 – –
OCFG
71
O'Connor Financial Group
Illinois
$515K 17,152 +17,152 New
LPL Financial
72
LPL Financial
California
$511K 17,013 +3,325 +24%
CPP
73
Capasso Planning Partners
South Carolina
$500K 16,636 -42,342 -72%
DIM
74
Delta Investment Management
California
$496K 16,521 -87,258 -84%
SB
75
Strategic Blueprint
Georgia
$483K 16,080 +3,465 +27%
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3
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