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Innovator Defined Wealth Shield ETF
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Overview Fund Activity

152 hedge funds and large institutions have $659M invested in Innovator Defined Wealth Shield ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
152
Holders Change
+24
Holders Change %
+18.75%
% of All Funds
2.02%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.12%
New
33
Increased
71
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
1
Wealthquest
Ohio
$96.8M
2
Raymond James Financial
2
Raymond James Financial
Florida
$25M
3
CAG
3
Compass Advisory Group
New York
$20.6M
4
GI
4
Gradient Investments
Minnesota
$17.2M
5
NIA
5
NBZ Investment Advisors
Tennessee
$12.4M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$5.55M
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
WCAMG
3
Woodard & Company Asset Management Group
North Carolina
$479K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50M
5
RA
5
RiverTree Advisors
Florida
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
W
1
Wealthquest
Ohio
$96.8M 3,079,887 +1,021,486 +50%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$50M 1,590,590 -133,070 -8%
Osaic Holdings
3
Osaic Holdings
Arizona
$41.8M 1,331,934 -10,145 -0.8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$34.9M 1,110,130 +48,731 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$25M 794,745 +794,745 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$24.1M 767,323 +169,004 +28%
CAG
7
Compass Advisory Group
New York
$20.6M 654,883 +608,418 +1,309%
PCA
8
Prosperity Capital Advisors
Ohio
$20.2M 642,751 +107,630 +20%
CWG
9
Crown Wealth Group
North Carolina
$20M 636,953 +17,123 +3%
BCM
10
Brookstone Capital Management
Illinois
$18.8M 597,247 -26,314 -4%
GI
11
Gradient Investments
Minnesota
$17.2M 548,162 +548,162 New
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$13.6M 432,418 +26,339 +6%
SS
13
Sunbelt Securities
Texas
$13.3M 421,744 +39,259 +10%
CF
14
Centaurus Financial
California
$12.8M 407,857 +40,166 +11%
NIA
15
NBZ Investment Advisors
Tennessee
$12.4M 395,268 +395,268 New
KAS
16
Kestra Advisory Services
Texas
$10M 319,282 +41,026 +15%
CVA
17
Central Valley Advisors
California
$9.16M 291,413 +291,413 New
CFS
18
CRA Financial Services
New Jersey
$8.03M 255,467 +19,375 +8%
MA
19
Mutual Advisors
Nebraska
$7.72M 244,512 +78 +0%
AWS
20
Atria Wealth Solutions
New York
$7.15M 227,684 +61,447 +37%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$6.88M 218,859 +83,687 +62%
SA
22
Sovran Advisors
California
$6.87M 218,454 +218,454 New
SB
23
Strategic Blueprint
Georgia
$6.77M 215,593 +194,428 +919%
DWMS
24
Dominguez Wealth Management Solutions
Virginia
$6.39M 203,314 +1,088 +0.5%
FIA
25
Foundations Investment Advisors
Arizona
$6.25M 199,068 -20,026 -9%
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