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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

63 hedge funds and large institutions have $75M invested in Innovator US Equity Buffer ETF July in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+9
Holders Change %
+16.67%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
16
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
1
L.J. Altfest & Co
New York
$13.3M
2
PCS
2
Personal CFO Solutions
New Jersey
$7.77M
3
DIM
3
Delta Investment Management
California
$2.99M
4
BA
4
Bellwether Advisors
Nebraska
$2.32M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.67M

Top Sellers

1
W
1
Wealthquest
Ohio
$7.43M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.25M
3
LNC
3
Lincoln National Corp
Pennsylvania
$221K
4
MWM
4
Maltin Wealth Management
New Jersey
$0
5
IIA
5
Integral Investment Advisors
California
$5.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
51
Wolff Wiese Magana
California
$89K – – –
GEA
52
Glen Eagle Advisors
New Jersey
$72.4K – – –
CA
53
CoreCap Advisors
Michigan
$59K +$59K +1,944 New
CP
54
Castleview Partners
Texas
$39K -$881 -30 -2%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$39K +$36K +1,200 +1,200%
AIC
56
Archer Investment Corporation
Indiana
$30.2K – – –
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$24K – – –
LFG
58
Larson Financial Group
Missouri
$19K – – –
Morgan Stanley
59
Morgan Stanley
New York
$16K +$3.62K +117 +29%
SWM
60
SeaCrest Wealth Management
New York
$15K +$15K +500 New
GI
61
Gradient Investments
Minnesota
$8K -$749 -25 -9%
NSIM
62
North Star Investment Management
Illinois
$3K +$3K +100 New
IF
63
Integrity Financial
Wyoming
$2K -$2.41K -95 -55%
MWM
64
Maltin Wealth Management
New Jersey
– -$1.09M -32,899 Closed
CA
65
Calton & Associates
Florida
– -$305K -9,248 Closed
USCWA
66
U.S. Capital Wealth Advisors
Texas
– -$266K -8,057 Closed
BFA
67
Beacon Financial Advisory
Ohio
– -$200K -6,073 Closed
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
– -$137K -4,145 Closed
BFC
69
Bedel Financial Consulting
Indiana
– -$45K -1,361 Closed
UBS Group
70
UBS Group
Switzerland
– -$41K -1,253 Closed
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
– -$4K -124 Closed
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