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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

195 hedge funds and large institutions have $997M invested in Innovator Defined Wealth Shield ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 51 reducing their positions, and 20 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.62%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
26
Increased
96
Reduced
51
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
1
Clear Creek Financial Management
Washington
$18.9M
2
CPC
2
Consolidated Planning Corp
Georgia
$11.8M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$34.4M
4
AWM
4
AE Wealth Management
Kansas
$15.9M
5
WCAMG
5
Woodard & Company Asset Management Group
North Carolina
$9.28M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$0
2
ACM
2
Arlington Capital Management
Illinois
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$45.9M
4
W
4
Wealthquest
Ohio
$101M
5
TC
5
TownSquare Capital
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
101
BCS Wealth Management
Tennessee
$1.15M 35,887 -9,639 -21%
BTI
102
Blue Trust Inc
Georgia
$1.14M 35,680 -380 -1%
PI
103
Pachira Investments
California
$1.13M 35,313 +467 +1%
TWP
104
Triad Wealth Partners
Kansas
$1.12M 35,032 +15,616 +80%
DAS
105
Diversify Advisory Services
Utah
$1.12M 34,550 -100 -0.3%
AFP
106
Ausdal Financial Partners
Iowa
$1.1M 34,396 +5,274 +18%
CA
107
Continuum Advisory
Idaho
$1.1M 34,309 +17,805 +108%
PWP
108
Prasad Wealth Partners
Ohio
$1.09M 34,035 +159 +0.5%
AF
109
Allworth Financial
California
$1.09M 33,851 +8,146 +32%
VFPW
110
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.08M 33,661 -3,551 -10%
BEI
111
Benjamin Edwards Inc
Missouri
$1.08M 33,617 +33,617 New
JSL
112
JT Stratford LLC
Georgia
$1.06M 33,145 +33,145 New
MWP
113
Madison Wealth Partners
Wisconsin
$1.03M 32,038 -9,463 -23%
EMAM
114
Encompass More Asset Management
California
$1M 31,295 +7,638 +32%
RA
115
RiverTree Advisors
Florida
$991K 30,886 -980 -3%
CA
116
Claro Advisors
Massachusetts
$956K 29,795 +2,195 +8%
AWA
117
Arkadios Wealth Advisors
Georgia
$950K 29,622 -14,012 -32%
WAS
118
Wealth Advisory Solutions
Indiana
$895K 27,905 -786 -3%
W
119
WPWealth
Texas
$873K 27,219 +27,219 New
SL
120
SWMG LLC
Texas
$867K 26,768 – –
FHC
121
First Heartland Consultants
Missouri
$846K 26,375 +3,259 +14%
CW
122
CreativeOne Wealth
Kansas
$835K 26,031 +26,031 New
BW
123
Balance Wealth
Ohio
$821K 25,601 +4,205 +20%
GS
124
GWN Securities
Florida
$813K 25,343 +4,906 +24%
SWP
125
Sagespring Wealth Partners
Tennessee
$795K 24,782 -580 -2%
3 4
5
6 7