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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

128 hedge funds and large institutions have $548M invested in Innovator Defined Wealth Shield ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
64
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$51M
2
W
2
Wealthquest
Ohio
$63.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$32.7M
4
CWG
4
Crown Wealth Group
North Carolina
$19.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15.2M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$2.06M
2
MA
2
Mutual Advisors
Nebraska
$7.57M
3
PCA
3
Prosperity Capital Advisors
Ohio
$16.5M
4
RWM
4
Ritholtz Wealth Management
New York
$1.14M
5
RIA
5
Regal Investment Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
W
1
Wealthquest
Ohio
$63.3M 2,058,401 +689,520 +50%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$53.1M 1,723,660 +34,217 +2%
KWM
3
Kingsview Wealth Management
Oregon
$51M 1,653,091 +1,438,282 +670%
Osaic Holdings
4
Osaic Holdings
Arizona
$41.4M 1,342,079 +168,234 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$32.7M 1,061,399 +457,963 +76%
BCM
6
Brookstone Capital Management
Illinois
$19.2M 623,561 -13,455 -2%
CWG
7
Crown Wealth Group
North Carolina
$19.1M 619,830 +344,520 +125%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$18.4M 598,319 +33,542 +6%
PCA
9
Prosperity Capital Advisors
Ohio
$16.5M 535,121 -75,002 -12%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$15.2M 491,966 +290,228 +144%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$12.5M 406,079 +149,832 +58%
SS
12
Sunbelt Securities
Texas
$11.8M 382,485 +557 +0.1%
CF
13
Centaurus Financial
California
$11.3M 367,691 +41,698 +13%
PCS
14
Personal CFO Solutions
New Jersey
$9.55M 309,914 +6,106 +2%
KAS
15
Kestra Advisory Services
Texas
$8.58M 278,256 +42,017 +18%
MA
16
Mutual Advisors
Nebraska
$7.57M 244,434 -102,438 -30%
CFS
17
CRA Financial Services
New Jersey
$7.28M 236,092 +20,165 +9%
FIA
18
Foundations Investment Advisors
Arizona
$6.75M 219,094 +126,434 +136%
WCAMG
19
Woodard & Company Asset Management Group
North Carolina
$6.38M 206,948 +200,943 +3,346%
DWMS
20
Dominguez Wealth Management Solutions
Virginia
$6.23M 202,226 -7,784 -4%
FD
21
Financial Designs
California
$5.56M 180,328 -4,091 -2%
AWS
22
Atria Wealth Solutions
New York
$5.13M 166,237 +8,608 +5%
SPC
23
Sigma Planning Corp
Michigan
$4.52M 146,755 +41,138 +39%
RJA
24
Raymond James & Associates
Florida
$4.27M 138,372 +12,946 +10%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$4.17M 135,172 +134,656 +26,096%
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