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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

31 hedge funds and large institutions have $36.9M invested in Innovator Defined Wealth Shield ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
31
Holders Change
+10
Holders Change %
+47.62%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
10
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWA
1
Pillar Wealth Advisors
Pennsylvania
$11.5M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.33M
3
KWM
3
Kingsview Wealth Management
Oregon
$2.58M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.2M
5
IA
5
IFP Advisors
Florida
$808K

Top Sellers

1
ACM
1
Arlington Capital Management
Illinois
$0
2
BFG
2
Bouchey Financial Group
New York
$0
3
IIA
3
Integral Investment Advisors
California
$921K
4
AWM
4
AE Wealth Management
Kansas
$0
5
BA
5
Bellwether Advisors
Nebraska
$50K
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
1
Pillar Wealth Advisors
Pennsylvania
$11.5M 443,821 +220,088 +98%
SS
2
Sunbelt Securities
Texas
$4.13M 159,510 -953 -0.6%
KAS
3
Kestra Advisory Services
Texas
$2.59M 100,038 +19,351 +24%
KWM
4
Kingsview Wealth Management
Oregon
$2.58M 99,874 +69,942 +234%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.33M 90,058 +78,082 +652%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.43M 55,083 +27,845 +102%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.2M 46,414 +46,414 New
CAG
8
Compass Advisory Group
New York
$1.06M 40,786 +23,596 +137%
HighTower Advisors
9
HighTower Advisors
Illinois
$951K 36,725 +9,657 +36%
IIA
10
Integral Investment Advisors
California
$921K 35,610 -46,205 -56%
IA
11
IFP Advisors
Florida
$808K 31,430 +31,430 New
BWM
12
BCS Wealth Management
Tennessee
$795K 30,730 +8,495 +38%
SWA
13
Stratos Wealth Advisors
Ohio
$700K 27,071 +27,071 New
VIM
14
Vista Investment Management
Pennsylvania
$633K 24,486 +24,486 New
OMC
15
Old Mission Capital
Illinois
$521K 20,127 -720 -3%
CCM
16
Coldstream Capital Management
Washington
$502K 19,395 +19,395 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$492K 19,006 +2,910 +18%
VWA
18
Visionary Wealth Advisors
Illinois
$433K 16,754 +16,754 New
LNC
19
Lincoln National Corp
Pennsylvania
$431K 16,651 +16,651 New
APCM
20
Alaska Permanent Capital Management
Alaska
$385K 14,886 +14,886 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$351K 13,562 +13,562 New
BPA
22
Beacon Pointe Advisors
California
$336K 13,000 +13,000 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$329K 12,723 +12,723 New
ASN
24
Advisory Services Network
Georgia
$320K 12,382 +12,382 New
SCFS
25
S.C. Financial Services
Arizona
$310K 12,000 +12,000 New
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