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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

105 hedge funds and large institutions have $168M invested in Innovator US Equity Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
15
Reduced
48
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$15M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$10.8M
3
WIM
WealthPlan Investment Management
Nebraska
+$8.04M
4
WP
WealthPLAN Partners
Nebraska
+$3.81M
5
PCM
Penserra Capital Management
California
+$2.53M

Top Sellers

1
MW
Marcum Wealth
Ohio
-$5.7M
2
Goldman Sachs
Goldman Sachs
New York
-$1.11M
3
GTAM
Global Trust Asset Management
Florida
-$1.09M
4
KAS
Kestra Advisory Services
Texas
-$698K
5
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$663K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
Spire Wealth Management
Virginia
$1.4M +$316K +7,317 +29%
FFA
27
Fragasso Financial Advisors
Pennsylvania
$1.39M – – –
LPL Financial
28
LPL Financial
California
$1.23M +$33.2K +768 +3%
William Blair & Company
29
William Blair & Company
Illinois
$1.22M -$43.2K -1,000 -3%
AA
30
Armis Advisers
Georgia
$1.2M -$85.2K -1,973 -7%
SB
31
Strategic Blueprint
Georgia
$1.14M -$208K -4,819 -15%
PS
32
Principal Securities
Iowa
$1.12M – – –
MML Investors Services
33
MML Investors Services
Massachusetts
$1.09M -$180K -4,177 -14%
CWG
34
Cornerstone Wealth Group
North Carolina
$1.07M – – –
MW
35
Marcum Wealth
Ohio
$1.03M -$5.7M -132,083 -85%
SWA
36
Stratos Wealth Advisors
Ohio
$979K -$514K -11,905 -34%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$951K +$5.14K +119 +0.5%
BWM
38
BCGM Wealth Management
Indiana
$926K – – –
DFA
39
DHJJ Financial Advisors
Illinois
$872K -$50.3K -1,165 -5%
BWM
40
BCS Wealth Management
Tennessee
$869K -$411K -9,509 -32%
BPA
41
Beacon Pointe Advisors
California
$744K -$43.6K -1,009 -6%
CAM
42
Cresset Asset Management
Illinois
$708K – – –
SPC
43
Sigma Planning Corp
Michigan
$695K -$117K -2,710 -14%
CA
44
CoreCap Advisors
Michigan
$600K -$1.73K -40 -0.3%
HI
45
Harbour Investments
Wisconsin
$596K – – –
FCFC
46
First Commonwealth Financial Corp
Pennsylvania
$559K -$561 -13 -0.1%
AAP
47
Arax Advisory Partners
Colorado
$550K -$1.17K -27 -0.2%
SAM
48
Secure Asset Management
Michigan
$550K -$242K -5,610 -31%
KCM
49
Kathmere Capital Management
Pennsylvania
$530K – – –
CCAL
50
City Center Advisors LLC
Michigan
$528K +$25.7K +596 +5%
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