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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 %
MFG
76
Merit Financial Group
Georgia
$479K 15,952 -290 -2%
FFN
77
Focus Financial Network
Minnesota
$477K 15,770 +15,770 New
CIAS
78
Capital Investment Advisory Services
North Carolina
$442K 14,707 +14,667 +36,668%
WAS
79
Wealth Advisory Solutions
Indiana
$440K 14,653 -38 -0.3%
W
80
WorthPointe
California
$393K 13,096 +13,096 New
OPS
81
Orion Portfolio Solutions
Nebraska
$378K 12,603 +12,603 New
BCI
82
Brinker Capital Investments
Pennsylvania
$378K 12,603 +12,603 New
AWA
83
Arete Wealth Advisors
Illinois
$365K 12,150 +2,000 +20%
AFP
84
Ausdal Financial Partners
Iowa
$360K 11,975 +11,975 New
SMC
85
Smith, Moore & Co
Missouri
$357K 11,878 +3,500 +42%
AF
86
Allworth Financial
California
$347K 11,500 +11,500 New
Citadel Advisors
87
Citadel Advisors
Florida
$322K 10,732 -3,452 -24%
VIM
88
Vista Investment Management
Pennsylvania
$318K 10,595 -165 -2%
CA
89
Claro Advisors
Massachusetts
$317K 10,540 +10,540 New
MW
90
Maia Wealth
Colorado
$314K 10,357 +10,357 New
BTI
91
Blue Trust Inc
Georgia
$303K 10,348 – –
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
$292K 9,708 +260 +3%
FIM
93
Freedom Investment Management
Connecticut
$286K 9,523 +9,523 New
CAM
94
Clark Asset Management
New Hampshire
$286K 9,515 +9,515 New
Goldman Sachs
95
Goldman Sachs
New York
$270K 8,989 +8,989 New
WFPG
96
Waller Financial Planning Group
Ohio
$240K 8,000 +8,000 New
EMAM
97
Encompass More Asset Management
California
$235K 7,838 -180 -2%
PFS
98
Prospera Financial Services
Texas
$231K 7,695 +7,695 New
AAS
99
Avantax Advisory Services
Texas
$222K 7,398 +7,398 New
KPWS
100
Kestra Private Wealth Services
Texas
$221K 7,352 -4,335 -37%
2 3
4
5 6