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Innovator Defined Wealth Shield ETF

72 hedge funds and large institutions have $250M invested in Innovator Defined Wealth Shield ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.14%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
5
Increased
40
Reduced
23
Closed
9
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 1,758,910 -45,385 -3%
Osaic Holdings
2
Osaic Holdings
Arizona
$31.3M 1,122,639 +92,456 +9%
BCM
3
Brookstone Capital Management
Illinois
$18.1M 650,004 +70,443 +12%
CWG
4
Crown Wealth Group
North Carolina
$9.38M 336,315 +11,851 +4%
SPC
5
Sigma Planning Corp
Michigan
$8.11M 290,663 +106,076 +57%
SS
6
Sunbelt Securities
Texas
$7.95M 285,053 +9,911 +4%
PCS
7
Personal CFO Solutions
New Jersey
$7.93M 284,451 +59,927 +27%
CF
8
Centaurus Financial
California
$7.3M 261,843 +134,897 +106%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$7.05M 252,698 +17,238 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.94M 248,825 +5,590 +2%
RA
11
RFG Advisory
Alabama
$6.77M 242,867 +524 +0.2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.74M 205,883 +152,000 +282%
DWMS
13
Dominguez Wealth Management Solutions
Virginia
$5.49M 196,882 -1,163 -0.6%
MMA
14
Miracle Mile Advisors
California
$5.31M 190,399 -187,956 -50%
CFS
15
CRA Financial Services
New Jersey
$4.31M 154,440 +51,655 +50%
IIA
16
Integral Investment Advisors
California
$4.3M 154,036 -28,420 -16%
CTFG
17
Capstone Triton Financial Group
Oklahoma
$3.74M 134,044 +5,860 +5%
LNC
18
Lincoln National Corp
Pennsylvania
$3.69M 132,381 +38,412 +41%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.21M 115,236 +70,787 +159%
W
20
Wealthquest
Ohio
$2.9M 104,104 +804 +0.8%
AGA
21
Accuvest Global Advisors
Utah
$2.59M 93,000
AWM
22
AE Wealth Management
Kansas
$2.54M 91,195 -48,876 -35%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.41M 86,514 -42,747 -33%
KAS
24
Kestra Advisory Services
Texas
$2.37M 84,885 -52,316 -38%
KWM
25
Kingsview Wealth Management
Oregon
$2.17M 77,821 -2,136 -3%