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Innovator Defined Wealth Shield ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
SFA
101
Souders Financial Advisors
Ohio
$218K 7,243 +7,243 New
FA
102
Fermata Advisors
California
$203K 6,746 -179 -3%
WCAMG
103
Woodard & Company Asset Management Group
North Carolina
$180K 6,005 +6,005 New
CFGS
104
Concourse Financial Group Securities
Alabama
$167K 5,546 +2,121 +62%
SPIA
105
Steward Partners Investment Advisory
New York
$157K 5,229 +1,847 +55%
BFEC
106
Benjamin F. Edwards & Company
Missouri
$157K 5,238 -1,470 -22%
CA
107
Continuum Advisory
Idaho
$156K 5,194
GIA
108
GHP Investment Advisors
Colorado
$75.3K 2,508
TWP
109
Triad Wealth Partners
Kansas
$64.9K 2,160 +2,160 New
CJ
110
Caitlin John
Michigan
$47.5K 1,583 +234 +17%
ATPW
111
Ashton Thomas Private Wealth
Arizona
$32.3K 1,077 +1,077 New
CPA
112
Clear Point Advisors
New York
$30K 1,000
PS
113
Principal Securities
Iowa
$28.6K 954 +200 +27%
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$20.9K 696 -292 -30%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$15K 516 +516 New
GRP
116
Global Retirement Partners
California
$11.6K 385 +385 New
OCM
117
Orion Capital Management
California
$9.76K 325 +79 +32%
SCA
118
Stuart Chaussee & Associates
California
$3K 100 +100 New
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$2.49K 83 +83 New
DFA
120
DHJJ Financial Advisors
Illinois
$1.2K 40
FHC
121
First Heartland Consultants
Missouri
$297 9,889 +9,889 New
LNC
122
Lincoln National Corp
Pennsylvania
-348,296 Closed
Balyasny Asset Management
123
Balyasny Asset Management
Illinois
-165,199 Closed
Morgan Stanley
124
Morgan Stanley
New York
-112,820 Closed
CBFP
125
Cedar Brook Financial Partners
Ohio
-32,521 Closed