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Innovator Defined Wealth Shield ETF

45 hedge funds and large institutions have $121M invested in Innovator Defined Wealth Shield ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 8 closing their positions.

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.78%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
12
Increased
20
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWA
1
Pillar Wealth Advisors
Pennsylvania
$17.9M 694,512 +116,108 +20%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$15M 581,817 +467,523 +409%
BCM
3
Brookstone Capital Management
Illinois
$9.85M 382,416 +59,253 +18%
KCM
4
Karp Capital Management
California
$9.24M 358,104 -268 -0.1%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.9M 344,873 +142,091 +70%
CWG
6
Crown Wealth Group
North Carolina
$8.04M 311,850 +311,850 New
IIA
7
Integral Investment Advisors
California
$5.25M 203,538 +98,332 +93%
AWM
8
AE Wealth Management
Kansas
$4.82M 187,029 +170,834 +1,055%
SPC
9
Sigma Planning Corp
Michigan
$4.81M 186,454 +186,454 New
SS
10
Sunbelt Securities
Texas
$4.21M 163,044 +7,095 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.54M 137,372 +81,856 +147%
KAS
12
Kestra Advisory Services
Texas
$3.18M 123,441 +3,493 +3%
CTFG
13
Capstone Triton Financial Group
Oklahoma
$2.93M 113,453 +6,484 +6%
MA
14
MAS Advisors
Florida
$2.55M 98,866 +98,866 New
KWM
15
Kingsview Wealth Management
Oregon
$2.3M 89,053 -6,001 -6%
AWM
16
Axxcess Wealth Management
California
$2.3M 89,025 +78,757 +767%
RC
17
Rovin Capital
Arizona
$1.27M 49,363 +49,363 New
SWA
18
Stratos Wealth Advisors
Ohio
$1.26M 48,864 +6,611 +16%
BWM
19
BCS Wealth Management
Tennessee
$1.26M 48,649 +490 +1%
VIM
20
Vista Investment Management
Pennsylvania
$1.14M 44,191 +8,435 +24%
CAG
21
Compass Advisory Group
New York
$1.1M 42,707 -28 -0.1%
HighTower Advisors
22
HighTower Advisors
Illinois
$977K 37,912 +800 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$942K 36,535 +17,838 +95%
KPWS
24
Kestra Private Wealth Services
Texas
$902K 34,989 +34,989 New
BFEC
25
Benjamin F. Edwards & Company
Missouri
$833K 32,314 +32,314 New