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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 %
SMC
101
Smith, Moore & Co
Missouri
$511K 16,278 +3,468 +27%
NWMP
102
Noble Wealth Management PBC
Colorado
$495K 15,740 +15,740 New
WCAMG
103
Woodard & Company Asset Management Group
North Carolina
$479K 15,255 -191,693 -93%
EMAM
104
Encompass More Asset Management
California
$478K 15,224 +3,905 +34%
AWM
105
AE Wealth Management
Kansas
$478K 15,219 +15,219 New
HAS
106
HBW Advisory Services
California
$472K 15,033 +1,192 +9%
PI
107
Pachira Investments
California
$460K 14,627 +14,627 New
SPIA
108
Steward Partners Investment Advisory
New York
$442K 14,081 +6,234 +79%
MW
109
Maia Wealth
Colorado
$436K 13,781 +3,726 +37%
PWM
110
Partners Wealth Management
California
$430K 13,672 +13,672 New
AA
111
ACT Advisors
North Carolina
$421K 13,388 – –
AWA
112
Arete Wealth Advisors
Illinois
$382K 12,150 – –
PIAS
113
PCA Investment Advisory Services
Ohio
$371K 11,800 +11,800 New
FA
114
Fermata Advisors
California
$334K 10,638 -1,888 -15%
VIM
115
Vista Investment Management
Pennsylvania
$329K 10,465 – –
AC
116
Applied Capital
Arkansas
$316K 10,066 +10,066 New
TWP
117
Triad Wealth Partners
Kansas
$315K 10,030 +10,030 New
CFGS
118
Concourse Financial Group Securities
Alabama
$301K 9,489 +1,527 +19%
PW
119
Paladin Wealth
Minnesota
$288K 9,154 +9,154 New
SA
120
Sanctuary Advisors
Indiana
$285K 8,969 +8,969 New
IAN
121
Integrated Advisors Network
Texas
$271K 8,624 +8,624 New
FIM
122
Freedom Investment Management
Connecticut
$265K 8,430 -698 -8%
CA
123
Continuum Advisory
Idaho
$257K 8,179 – –
VPWA
124
Vestia Personal Wealth Advisors
Indiana
$253K 8,058 – –
W
125
WorthPointe
California
$252K 8,028 -5,708 -42%
3 4
5
6 7