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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

93 hedge funds and large institutions have $511M invested in Innovator Defined Wealth Shield ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
93
Holders Change
+14
Holders Change %
+17.72%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
25
Increased
33
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Milestone Asset Management
Pennsylvania
$83.3M
2
FIA
2
Foundations Investment Advisors
Arizona
$82.8M
3
KWM
3
Kingsview Wealth Management
Oregon
$37.2M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$9.53M
5
CAN
5
Cetera Advisor Networks
California
$11.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$20.7M
2
SPC
2
Sigma Planning Corp
Michigan
$3.41M
3
CPP
3
Capasso Planning Partners
South Carolina
$1.44M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.86K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$50.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
1
Milestone Asset Management
Pennsylvania
$83.3M 2,914,291 +2,914,291 New
FIA
2
Foundations Investment Advisors
Arizona
$82.8M 2,872,894 +2,872,894 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$50.3M 1,759,003 -114,212 -6%
KWM
4
Kingsview Wealth Management
Oregon
$37.2M 1,302,512 +393,180 +43%
BCM
5
Brookstone Capital Management
Illinois
$20.9M 733,243 +69,772 +11%
Osaic Holdings
6
Osaic Holdings
Arizona
$20.7M 725,599 -322,639 -31%
CWG
7
Crown Wealth Group
North Carolina
$11.8M 412,966 +43,023 +12%
CAN
8
Cetera Advisor Networks
California
$11.1M 388,295 +328,718 +552%
CF
9
Centaurus Financial
California
$10.7M 374,213 +27,028 +8%
PCA
10
Prosperity Capital Advisors
Ohio
$10M 351,539 +102,547 +41%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$9.53M 333,442 +333,442 New
SS
12
Sunbelt Securities
Texas
$9.21M 322,212 +22,579 +8%
W
13
Wealthquest
Ohio
$9.01M 315,494 +231,624 +276%
PCS
14
Personal CFO Solutions
New Jersey
$8.22M 287,644 -2,579 -0.9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$8.11M 283,778 +17,534 +7%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$7.93M 277,576 -14,181 -5%
LNC
17
Lincoln National Corp
Pennsylvania
$7.05M 246,895 +71,426 +41%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$7.03M 246,001 -4,748 -2%
RA
19
RFG Advisory
Alabama
$6.81M 238,466 -5,305 -2%
CFS
20
CRA Financial Services
New Jersey
$6.3M 220,627 +32,257 +17%
DWMS
21
Dominguez Wealth Management Solutions
Virginia
$5.52M 193,295 -2,760 -1%
FD
22
Financial Designs
California
$5.4M 189,014 +189,014 New
MML Investors Services
23
MML Investors Services
Massachusetts
$5.05M 176,717 +20,242 +13%
AWM
24
AE Wealth Management
Kansas
$4.77M 165,876 +86,492 +109%
IIA
25
Integral Investment Advisors
California
$4.5M 157,555 +292 +0.2%
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