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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 %
RWM
76
Ritholtz Wealth Management
New York
$1.11M 35,277 -1,846 -5%
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$1.11M 35,184 – –
DAS
78
Diversify Advisory Services
Utah
$1.09M 34,650 – –
RA
79
RiverTree Advisors
Florida
$1.02M 32,405 -27,944 -46%
USCWA
80
U.S. Capital Wealth Advisors
Texas
$942K 29,966 +6,079 +25%
BTI
81
Blue Trust Inc
Georgia
$933K 29,693 +19,718 +198%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$906K 28,849 +28,849 New
PWP
83
Prasad Wealth Partners
Ohio
$901K 28,675 +28,675 New
VFPW
84
Vantage Financial Partners (Wisconsin)
Wisconsin
$895K 28,498 +5,584 +24%
Mariner
85
Mariner
Kansas
$835K 26,569 -9,483 -26%
AF
86
Allworth Financial
California
$813K 25,674 +13,532 +111%
OIA
87
OneDigital Investment Advisors
Kansas
$807K 25,700 +700 +3%
SL
88
SWMG LLC
Texas
$788K 24,861 – –
FFN
89
Focus Financial Network
Minnesota
$786K 25,015 +890 +4%
MFG
90
Merit Financial Group
Georgia
$748K 23,801 +58 +0.2%
FHC
91
First Heartland Consultants
Missouri
$694K 22,083 +5,919 +37%
AFP
92
Ausdal Financial Partners
Iowa
$672K 21,388 +4,346 +26%
AAS
93
Ameritas Advisory Services
Nebraska
$658K 20,955 +20,955 New
CPP
94
Capasso Planning Partners
South Carolina
$601K 19,128 +1,386 +8%
WAS
95
Wealth Advisory Solutions
Indiana
$585K 18,618 +4,067 +28%
OCFG
96
O'Connor Financial Group
Illinois
$575K 18,288 +214 +1%
BFG
97
Beacon Financial Group
Texas
$562K 17,886 +17,886 New
BCA
98
Bay Colony Advisors
Massachusetts
$560K 17,817 -4,656 -21%
PHWM
99
Pine Harbor Wealth Management
Maryland
$541K 17,217 -250 -1%
CA
100
Claro Advisors
Massachusetts
$535K 17,035 +6,485 +61%
2 3
4
5 6