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Innovator Defined Wealth Shield ETF

76 hedge funds and large institutions have $223M invested in Innovator Defined Wealth Shield ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
15
Increased
32
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$49.1M 1,804,295 +398,638 +28%
Osaic Holdings
2
Osaic Holdings
Arizona
$28.1M 1,030,183 +299,281 +41%
BCM
3
Brookstone Capital Management
Illinois
$15.8M 579,561 +143,007 +33%
MMA
4
Miracle Mile Advisors
California
$10.3M 378,355 -28,396 -7%
CWG
5
Crown Wealth Group
North Carolina
$8.84M 324,464 +43,653 +16%
SS
6
Sunbelt Securities
Texas
$7.49M 275,142 +111,991 +69%
RA
7
RFG Advisory
Alabama
$6.6M 242,343 +9,108 +4%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$6.41M 235,460 +167,921 +249%
PCS
9
Personal CFO Solutions
New Jersey
$6.11M 224,524 +224,524 New
DWMS
10
Dominguez Wealth Management Solutions
Virginia
$5.39M 198,045 -2,369 -1%
SPC
11
Sigma Planning Corp
Michigan
$5.03M 184,587 -2,482 -1%
IIA
12
Integral Investment Advisors
California
$4.97M 182,456 -18,391 -9%
AWM
13
AE Wealth Management
Kansas
$3.81M 140,071 -15,729 -10%
KAS
14
Kestra Advisory Services
Texas
$3.74M 137,201 +2,428 +2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.52M 129,261 +79,514 +160%
CTFG
16
Capstone Triton Financial Group
Oklahoma
$3.49M 128,184 +26,990 +27%
CF
17
Centaurus Financial
California
$3.46M 126,946 +126,946 New
W
18
Wealthquest
Ohio
$2.81M 103,300 +29,445 +40%
CFS
19
CRA Financial Services
New Jersey
$2.8M 102,785 +22,973 +29%
LNC
20
Lincoln National Corp
Pennsylvania
$2.56M 93,969 +72,449 +337%
AGA
21
Accuvest Global Advisors
Utah
$2.53M 93,000 +93,000 New
KWM
22
Kingsview Wealth Management
Oregon
$2.18M 79,957 -3,079 -4%
WIA
23
World Investment Advisors
California
$2.07M 76,100 +8,300 +12%
SWA
24
SFMG Wealth Advisors
Texas
$2.07M 76,055 +76,055 New
CAG
25
Compass Advisory Group
New York
$1.92M 70,531 -328,033 -82%