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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
Raymond James Financial
2
Raymond James Financial
Florida
$25M
3
CAG
3
Compass Advisory Group
New York
$20.6M
4
GI
4
Gradient Investments
Minnesota
$17.2M
5
NIA
5
NBZ Investment Advisors
Tennessee
$12.4M

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 %
GIA
126
Gladstone Institutional Advisory
Florida
$239K 7,600 – –
AAP
127
Arax Advisory Partners
Colorado
$236K 7,512 +7,512 New
SAW
128
Signal Advisors Wealth
Michigan
$235K 7,480 – –
DBRC
129
D.B. Root & Company
Pennsylvania
$231K 7,361 +7,361 New
PWM
130
Palumbo Wealth Management
New York
$224K 7,123 +7,123 New
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$216K 6,870 +6,870 New
Creative Planning
132
Creative Planning
Kansas
$208K 6,606 -6,661 -50%
CWA
133
Continuum Wealth Advisors
New York
$204K 6,503 – –
Bank of America
134
Bank of America
North Carolina
$187K 5,953 – –
LWMI
135
Legacy Wealth Management (Idaho)
Idaho
$84.6K 2,666 – –
LIS
136
Legacy Investment Solutions
Idaho
$84.6K 2,666 – –
GIA
137
GHP Investment Advisors
Colorado
$78.8K 2,508 – –
WP
138
WealthShield Partners
North Carolina
$65.7K 2,092 -526 -20%
CJ
139
Caitlin John
Michigan
$45.8K 1,457 -126 -8%
William Blair & Company
140
William Blair & Company
Illinois
$37.7K 1,200 +1,200 New
PS
141
Principal Securities
Iowa
$30K 954 – –
Wells Fargo
142
Wells Fargo
California
$25.7K 818 +818 New
BA
143
Bellwether Advisors
Nebraska
$24.4K 775 +775 New
Jones Financial Companies
144
Jones Financial Companies
Missouri
$20.3K 645 +645 New
JPMorgan Chase & Co
145
JPMorgan Chase & Co
New York
$19.9K 634 +103 +19%
IA
146
IFG Advisory
Georgia
$14.6K 15,000 +15,000 New
GRP
147
Global Retirement Partners
California
$12.1K 385 – –
Morgan Stanley
148
Morgan Stanley
New York
$10.8K 345 -536 -61%
MCM
149
MAI Capital Management
Ohio
$8.99K 286 +286 New
AssetMark Inc
150
AssetMark Inc
California
$6.76K 215 +75 +54%
3 4 5
6
7