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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

152 hedge funds and large institutions have $659M invested in Innovator Defined Wealth Shield ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
152
Holders Change
+24
Holders Change %
+18.75%
% of All Funds
2.02%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.12%
New
33
Increased
71
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
1
Wealthquest
Ohio
$96.8M
2
CAG
2
Compass Advisory Group
New York
$20.6M
3
GI
3
Gradient Investments
Minnesota
$17.2M
4
CVA
4
Central Valley Advisors
California
$9.16M
5
SB
5
Strategic Blueprint
Georgia
$6.77M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$5.55M
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
WCAMG
3
Woodard & Company Asset Management Group
North Carolina
$479K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50M
5
RA
5
RiverTree Advisors
Florida
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
Cannon Advisors
North Carolina
$2.14M 68,042 +5,809 +9%
CB
52
Chris Bulman
California
$2.1M 66,946 -3,662 -5%
OPS
53
Orion Portfolio Solutions
Nebraska
$1.87M 59,601 +45,487 +322%
BCI
54
Brinker Capital Investments
Pennsylvania
$1.87M 59,601 +45,487 +322%
CFP
55
Comprehensive Financial Planning
Pennsylvania
$1.82M 58,031 +58,031 New
TCM
56
Triumph Capital Management
Colorado
$1.76M 56,163 +28,685 +104%
IIA
57
Integral Investment Advisors
California
$1.74M 55,471 -1,204 -2%
CIAS
58
Capital Investment Advisory Services
North Carolina
$1.66M 52,756 +17,778 +51%
Truist Financial
59
Truist Financial
North Carolina
$1.65M 52,487 +1,345 +3%
BPA
60
Beacon Pointe Advisors
California
$1.64M 52,268 +5,021 +11%
CAL
61
Capital Analysts LLC
Pennsylvania
$1.64M 52,250 -4,246 -8%
SEIA
62
Signature Estate & Investment Advisors
California
$1.58M 50,266 -4,238 -8%
MSFS
63
Main Street Financial Solutions
Pennsylvania
$1.52M 48,380 – –
MOS
64
MGO One Seven
Ohio
$1.45M 46,121 -1,880 -4%
MMA
65
Miracle Mile Advisors
California
$1.38M 43,992 -1,377 -3%
AWA
66
Arkadios Wealth Advisors
Georgia
$1.37M 43,634 -6,802 -13%
BWM
67
BCS Wealth Management
Tennessee
$1.36M 43,233 +1,103 +3%
SWA
68
Stratos Wealth Advisors
Ohio
$1.33M 42,437 +22,947 +118%
BW
69
Bison Wealth
Georgia
$1.3M 41,232 +17,464 +73%
NA
70
NewEdge Advisors
Louisiana
$1.27M 40,445 +14,357 +55%
CA
71
CoreCap Advisors
Michigan
$1.25M 39,852 -392 -1%
GFA
72
Gallagher Fiduciary Advisors
Illinois
$1.21M 38,631 +25,334 +191%
AAS
73
Avantax Advisory Services
Texas
$1.17M 37,141 +29,754 +403%
HighTower Advisors
74
HighTower Advisors
Illinois
$1.12M 35,515 +1,338 +4%
MWP
75
Madison Wealth Partners
Wisconsin
$1.12M 35,491 +1,180 +3%
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3
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