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Innovator Defined Wealth Shield ETF

128 hedge funds and large institutions have $548M invested in Innovator Defined Wealth Shield ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
64
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MW
101
Maia Wealth
Colorado
$311K 10,055 -302 -3%
BTI
102
Blue Trust Inc
Georgia
$300K 9,975 -373 -4%
FIM
103
Freedom Investment Management
Connecticut
$281K 9,128 -395 -4%
CA
104
Continuum Advisory
Idaho
$255K 8,179 +2,985 +57%
VPWA
105
Vestia Personal Wealth Advisors
Indiana
$248K 8,058 +8,058 New
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$248K 8,047 -1,661 -17%
CFGS
107
Concourse Financial Group Securities
Alabama
$245K 7,962 +2,416 +44%
SPIA
108
Steward Partners Investment Advisory
New York
$242K 7,847 +2,618 +50%
PFS
109
Prospera Financial Services
Texas
$237K 7,695
GIA
110
Gladstone Institutional Advisory
Florida
$234K 7,600 +7,600 New
SAW
111
Signal Advisors Wealth
Michigan
$231K 7,480 +7,480 New
AAS
112
Avantax Advisory Services
Texas
$228K 7,387 -11 -0.1%
SFA
113
Souders Financial Advisors
Ohio
$223K 7,243
TPW
114
Talon Private Wealth
Florida
$203K 6,576 +6,576 New
CWA
115
Continuum Wealth Advisors
New York
$200K 6,503 +6,503 New
Bank of America
116
Bank of America
North Carolina
$184K 5,953 +5,953 New
LWMI
117
Legacy Wealth Management (Idaho)
Idaho
$83.3K 2,666 +2,666 New
LIS
118
Legacy Investment Solutions
Idaho
$83.3K 2,666 +2,666 New
WP
119
WealthShield Partners
North Carolina
$80.7K 2,618 +2,618 New
GIA
120
GHP Investment Advisors
Colorado
$77.3K 2,508
CJ
121
Caitlin John
Michigan
$49.5K 1,583
CPA
122
Clear Point Advisors
New York
$30.8K 1,000
PS
123
Principal Securities
Iowa
$29.4K 954
Morgan Stanley
124
Morgan Stanley
New York
$27.2K 881 +881 New
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$16.4K 531 -165 -24%