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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

196 hedge funds and large institutions have $998M invested in Innovator Defined Wealth Shield ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
2.63%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
27
Increased
96
Reduced
51
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
Clear Creek Financial Management
Washington
+$18.5M
2
CPC
Consolidated Planning Corp
Georgia
+$11.8M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$11.6M
4
AWM
AE Wealth Management
Kansas
+$10.1M
5
WCAMG
Woodard & Company Asset Management Group
North Carolina
+$8.6M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$17.6M
2
ACM
Arlington Capital Management
Illinois
-$14.8M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10.3M
4
W
Wealthquest
Ohio
-$9.29M
5
TC
TownSquare Capital
Utah
-$5.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
101
BCS Wealth Management
Tennessee
$1.15M -$309K -9,639 -21%
BTI
102
Blue Trust Inc
Georgia
$1.14M -$12.2K -380 -1%
PI
103
Pachira Investments
California
$1.13M +$15K +467 +1%
TWP
104
Triad Wealth Partners
Kansas
$1.12M +$501K +15,616 +80%
DAS
105
Diversify Advisory Services
Utah
$1.12M -$3.25K -100 -0.3%
AFP
106
Ausdal Financial Partners
Iowa
$1.1M +$169K +5,274 +18%
CA
107
Continuum Advisory
Idaho
$1.1M +$571K +17,805 +108%
PWP
108
Prasad Wealth Partners
Ohio
$1.09M +$5.1K +159 +0.5%
AF
109
Allworth Financial
California
$1.09M +$261K +8,146 +32%
VFPW
110
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.08M -$114K -3,551 -10%
BEI
111
Benjamin Edwards Inc
Missouri
$1.08M +$1.08M +33,617 New
JSL
112
JT Stratford LLC
Georgia
$1.06M +$1.06M +33,145 New
MWP
113
Madison Wealth Partners
Wisconsin
$1.03M -$304K -9,463 -23%
EMAM
114
Encompass More Asset Management
California
$1M +$245K +7,638 +32%
RA
115
RiverTree Advisors
Florida
$991K -$31.4K -980 -3%
CA
116
Claro Advisors
Massachusetts
$956K +$70.4K +2,195 +8%
AWA
117
Arkadios Wealth Advisors
Georgia
$950K -$450K -14,012 -32%
WAS
118
Wealth Advisory Solutions
Indiana
$895K -$25.2K -786 -3%
W
119
WPWealth
Texas
$873K +$873K +27,219 New
SL
120
SWMG LLC
Texas
$867K – – –
FHC
121
First Heartland Consultants
Missouri
$846K +$105K +3,259 +14%
CW
122
CreativeOne Wealth
Kansas
$835K +$835K +26,031 New
BW
123
Balance Wealth
Ohio
$821K +$135K +4,205 +20%
GS
124
GWN Securities
Florida
$813K +$157K +4,906 +24%
SWP
125
Sagespring Wealth Partners
Tennessee
$795K -$18.6K -580 -2%
3 4
5
6 7