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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

21 hedge funds and large institutions have $35.3M invested in Innovator Defined Wealth Shield ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
+10
Holders Change %
+90.91%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
12
Increased
6
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Bouchey Financial Group
New York
$7.23M
2
ACM
2
Arlington Capital Management
Illinois
$8.25M
3
PWA
3
Pillar Wealth Advisors
Pennsylvania
$5.8M
4
SS
4
Sunbelt Securities
Texas
$4.15M
5
IIA
5
Integral Investment Advisors
California
$2.12M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Arlington Capital Management
Illinois
$8.25M 318,091 +254,492 +400%
BFG
2
Bouchey Financial Group
New York
$7.23M 278,834 +278,834 New
PWA
3
Pillar Wealth Advisors
Pennsylvania
$5.8M 223,733 +223,733 New
SS
4
Sunbelt Securities
Texas
$4.15M 160,463 +160,463 New
IIA
5
Integral Investment Advisors
California
$2.12M 81,815 +81,815 New
KAS
6
Kestra Advisory Services
Texas
$2.09M 80,687 +33,881 +72%
KWM
7
Kingsview Wealth Management
Oregon
$776K 29,932 +16,705 +126%
Osaic Holdings
8
Osaic Holdings
Arizona
$706K 27,238 +26,538 +3,791%
HighTower Advisors
9
HighTower Advisors
Illinois
$702K 27,068 +19,290 +248%
BWM
10
BCS Wealth Management
Tennessee
$577K 22,235 +22,235 New
OMC
11
Old Mission Capital
Illinois
$541K 20,847 +9,993 +92%
AWM
12
AE Wealth Management
Kansas
$490K 18,897 +18,897 New
CAG
13
Compass Advisory Group
New York
$446K 17,190 +17,190 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$417K 16,096 +16,096 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$310K 11,976 +11,976 New
JIC
16
Johnson Investment Counsel
Ohio
$256K 9,871 – –
BA
17
Bellwether Advisors
Nebraska
$169K 6,525 – –
CAL
18
Capital Analysts LLC
Pennsylvania
$96K 3,701 – –
EWM
19
Elmwood Wealth Management
California
$78K 3,000 +3,000 New
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$69.9K 2,695 +2,695 New
DHGWA
21
Dixon Hughes Goodman Wealth Advisors
North Carolina
$20K 770 +770 New
Citadel Advisors
22
Citadel Advisors
Florida
– – -15,192 Closed
UBS Group
23
UBS Group
Switzerland
– – -2,880 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –