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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

58 hedge funds and large institutions have $126M invested in Innovator US Equity Buffer ETF July in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+20
Holders Change %
+52.63%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
19
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$70.1M
2
MW
2
Marcum Wealth
Ohio
$6.27M
3
W
3
Wealthquest
Ohio
$12.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.28M
5
AA
5
Advisory Alpha
Michigan
$1.78M

Top Sellers

1
PCS
1
Personal CFO Solutions
New Jersey
$0
2
ACM
2
Arlington Capital Management
Illinois
$0
3
KCM
3
Kathmere Capital Management
Pennsylvania
$2.19M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$2.08M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$70.1M 2,220,920 +2,220,920 New
W
2
Wealthquest
Ohio
$12.7M 402,319 +109,433 +37%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.28M 230,494 +76,489 +50%
MW
4
Marcum Wealth
Ohio
$6.27M 198,687 +198,687 New
KCM
5
Kathmere Capital Management
Pennsylvania
$2.19M 69,368 -14,480 -17%
VBFP
6
Valtinson Bruner Financial Planning
Minnesota
$2.08M 64,025 -1,056 -2%
AA
7
Advisory Alpha
Michigan
$1.78M 56,455 +56,455 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.76M 55,690 +6,130 +12%
LNC
9
Lincoln National Corp
Pennsylvania
$1.56M 49,471 +3,822 +8%
BWM
10
BCS Wealth Management
Tennessee
$1.56M 49,372 +4,980 +11%
SMC
11
Smith, Moore & Co
Missouri
$1.53M 48,291 +1,291 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.13M 35,656 +16,047 +82%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.03M 32,619 +5,647 +21%
CWG
14
Cornerstone Wealth Group
North Carolina
$994K 31,483 – –
BWM
15
BCGM Wealth Management
Indiana
$980K 29,852 – –
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$945K 29,913 +14,573 +95%
OMC
17
Old Mission Capital
Illinois
$861K 27,281 +27,281 New
CAN
18
Cetera Advisor Networks
California
$856K 27,105 +10,885 +67%
DFA
19
DHJJ Financial Advisors
Illinois
$749K 23,710 +4,977 +27%
OIA
20
OneDigital Investment Advisors
Kansas
$699K 22,133 +4,038 +22%
CA
21
Cetera Advisors
Colorado
$690K 21,857 +7,013 +47%
CW
22
CreativeOne Wealth
Kansas
$616K 19,500 +19,500 New
FCFC
23
First Commonwealth Financial Corp
Pennsylvania
$557K 17,649 +17,649 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$487K 15,434 +2,369 +18%
LPL Financial
25
LPL Financial
California
$464K 14,699 +99 +0.7%
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