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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

128 hedge funds and large institutions have $548M invested in Innovator Defined Wealth Shield ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
64
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$51M
2
W
2
Wealthquest
Ohio
$63.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$32.7M
4
CWG
4
Crown Wealth Group
North Carolina
$19.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15.2M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$2.06M
2
MA
2
Mutual Advisors
Nebraska
$7.57M
3
PCA
3
Prosperity Capital Advisors
Ohio
$16.5M
4
RWM
4
Ritholtz Wealth Management
New York
$1.14M
5
RIA
5
Regal Investment Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$1.52M 49,161 +7,865 +19%
MSFS
52
Main Street Financial Solutions
Pennsylvania
$1.49M 48,380 – –
MOS
53
MGO One Seven
Ohio
$1.48M 48,001 -8,980 -16%
BPA
54
Beacon Pointe Advisors
California
$1.46M 47,247 +1,588 +3%
CAG
55
Compass Advisory Group
New York
$1.43M 46,465 -45 -0.1%
LIWM
56
Long Island Wealth Management
New York
$1.41M 45,774 -69 -0.2%
MMA
57
Miracle Mile Advisors
California
$1.4M 45,369 – –
BWM
58
BCS Wealth Management
Tennessee
$1.3M 42,130 +1,623 +4%
CA
59
CoreCap Advisors
Michigan
$1.24M 40,244 -1,036 -3%
RWM
60
Ritholtz Wealth Management
New York
$1.14M 37,123 -43,380 -54%
Mariner
61
Mariner
Kansas
$1.11M 36,052 -23,254 -39%
OSAM
62
O'Shaughnessy Asset Management
Connecticut
$1.09M 35,184 +35,101 +42,290%
CIAS
63
Capital Investment Advisory Services
North Carolina
$1.08M 34,978 +20,271 +138%
DAS
64
Diversify Advisory Services
Utah
$1.07M 34,650 – –
MWP
65
Madison Wealth Partners
Wisconsin
$1.06M 34,311 +470 +1%
HighTower Advisors
66
HighTower Advisors
Illinois
$1.05M 34,177 – –
TCM
67
Triumph Capital Management
Colorado
$847K 27,478 +7,984 +41%
LPL Financial
68
LPL Financial
California
$824K 26,741 +9,728 +57%
NA
69
NewEdge Advisors
Louisiana
$804K 26,088 -6,405 -20%
SL
70
SWMG LLC
Texas
$777K 24,861 +24,861 New
OIA
71
OneDigital Investment Advisors
Kansas
$771K 25,000 +1,000 +4%
FFN
72
Focus Financial Network
Minnesota
$744K 24,125 +8,355 +53%
USCWA
73
U.S. Capital Wealth Advisors
Texas
$736K 23,887 -904 -4%
BW
74
Bison Wealth
Georgia
$733K 23,768 +6,046 +34%
MFG
75
Merit Financial Group
Georgia
$732K 23,743 +7,791 +49%
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