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Innovator Defined Wealth Shield ETF

43 hedge funds and large institutions have $81.1M invested in Innovator Defined Wealth Shield ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
+12
Holders Change %
+38.71%
% of All Funds
0.73%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
16
Increased
16
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWA
1
Pillar Wealth Advisors
Pennsylvania
$14.9M 578,404 +134,583 +30%
ACM
2
Arlington Capital Management
Illinois
$9.98M 386,211 +386,211 New
KCM
3
Karp Capital Management
California
$9.26M 358,372 +358,372 New
BCM
4
Brookstone Capital Management
Illinois
$8.39M 323,163 +323,163 New
Osaic Holdings
5
Osaic Holdings
Arizona
$5.24M 202,782 +147,699 +268%
SS
6
Sunbelt Securities
Texas
$4.03M 155,949 -3,561 -2%
KAS
7
Kestra Advisory Services
Texas
$3.1M 119,948 +19,910 +20%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.95M 114,294 +24,236 +27%
CTFG
9
Capstone Triton Financial Group
Oklahoma
$2.78M 106,969 +106,969 New
IIA
10
Integral Investment Advisors
California
$2.72M 105,206 +69,596 +195%
KWM
11
Kingsview Wealth Management
Oregon
$2.46M 95,054 -4,820 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.43M 55,516 +9,102 +20%
BWM
13
BCS Wealth Management
Tennessee
$1.24M 48,159 +17,429 +57%
CAG
14
Compass Advisory Group
New York
$1.1M 42,735 +1,949 +5%
SWA
15
Stratos Wealth Advisors
Ohio
$1.09M 42,253 +15,182 +56%
HighTower Advisors
16
HighTower Advisors
Illinois
$958K 37,112 +387 +1%
VIM
17
Vista Investment Management
Pennsylvania
$924K 35,756 +11,270 +46%
IA
18
IFP Advisors
Florida
$808K 31,430
SOS
19
Silver Oak Securities
Tennessee
$737K 28,314 +28,314 New
CA
20
Cetera Advisors
Colorado
$644K 24,930 +24,930 New
W
21
Wealthquest
Ohio
$605K 23,447 +23,447 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$545K 21,115 +2,109 +11%
VWA
23
Visionary Wealth Advisors
Illinois
$534K 20,674 +3,920 +23%
CCM
24
Coldstream Capital Management
Washington
$501K 19,395
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$483K 18,697 +5,135 +38%