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Innovator Defined Wealth Shield ETF

71 hedge funds and large institutions have $201M invested in Innovator Defined Wealth Shield ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
+26
Holders Change %
+57.78%
% of All Funds
1.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
31
Increased
22
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$37.4M 1,405,657 +1,268,285 +923%
Osaic Holdings
2
Osaic Holdings
Arizona
$19.4M 730,902 +386,029 +112%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14M 524,993 -56,824 -10%
PWA
4
Pillar Wealth Advisors
Pennsylvania
$13.4M 505,209 -189,303 -27%
BCM
5
Brookstone Capital Management
Illinois
$11.6M 436,554 +54,138 +14%
MMA
6
Miracle Mile Advisors
California
$10.8M 406,751 +406,751 New
CAG
7
Compass Advisory Group
New York
$10.7M 398,564 +355,857 +833%
CWG
8
Crown Wealth Group
North Carolina
$7.47M 280,811 -31,039 -10%
RA
9
RFG Advisory
Alabama
$6.29M 233,235 +233,235 New
IIA
10
Integral Investment Advisors
California
$5.34M 200,847 -2,691 -1%
DWMS
11
Dominguez Wealth Management Solutions
Virginia
$5.33M 200,414 +200,414 New
SPC
12
Sigma Planning Corp
Michigan
$4.97M 187,069 +615 +0.3%
SS
13
Sunbelt Securities
Texas
$4.34M 163,151 +107 +0.1%
AWM
14
AE Wealth Management
Kansas
$4.14M 155,800 -31,229 -17%
KAS
15
Kestra Advisory Services
Texas
$3.58M 134,773 +11,332 +9%
CTFG
16
Capstone Triton Financial Group
Oklahoma
$2.69M 101,194 -12,259 -11%
MA
17
MAS Advisors
Florida
$2.29M 85,950 -12,916 -13%
KWM
18
Kingsview Wealth Management
Oregon
$2.21M 83,036 -6,017 -7%
CFS
19
CRA Financial Services
New Jersey
$2.12M 79,812 +79,812 New
W
20
Wealthquest
Ohio
$1.96M 73,855 +50,408 +215%
WIA
21
World Investment Advisors
California
$1.8M 67,800 +67,800 New
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$1.8M 67,539 +67,539 New
DI
23
DFPG Investments
Utah
$1.68M 62,990 +62,990 New
TF
24
Trek Financial
Arizona
$1.62M 61,048 +61,048 New
RC
25
Rovin Capital
Arizona
$1.5M 56,402 +7,039 +14%