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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LJAC
1
L.J. Altfest & Co
New York
$13.3M 441,116 +441,116 New
PCS
2
Personal CFO Solutions
New Jersey
$7.77M 257,729 +257,729 New
W
3
Wealthquest
Ohio
$7.43M 246,443 -204,715 -45%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.25M 207,269 -77,979 -27%
IIA
5
Integral Investment Advisors
California
$5.83M 193,395 -25,723 -12%
DIM
6
Delta Investment Management
California
$2.99M 99,238 +99,238 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.67M 88,519 +53,374 +152%
BA
8
Bellwether Advisors
Nebraska
$2.32M 77,052 +77,052 New
RTS
9
Round Table Services
New Jersey
$2.09M 69,349 +6,695 +11%
VBFP
10
Valtinson Bruner Financial Planning
Minnesota
$1.9M 63,051 -180 -0.3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.41M 46,906 -2,493 -5%
BWM
12
BCS Wealth Management
Tennessee
$1.39M 45,943 -3,429 -7%
PCM
13
Penserra Capital Management
California
$1.29M 42,714 +23,646 +124%
Citadel Advisors
14
Citadel Advisors
Florida
$1.21M 40,061 +40,061 New
BWM
15
BCGM Wealth Management
Indiana
$955K 29,852 – –
CWG
16
Cornerstone Wealth Group
North Carolina
$946K 31,377 +79 +0.3%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$945K 31,355 +2,162 +7%
KCM
18
Kathmere Capital Management
Pennsylvania
$836K 27,738 -6,784 -20%
SS
19
Sunbelt Securities
Texas
$836K 27,726 – –
DFA
20
DHJJ Financial Advisors
Illinois
$772K 23,485 -50 -0.2%
CAN
21
Cetera Advisor Networks
California
$752K 24,950 -2,745 -10%
HighTower Advisors
22
HighTower Advisors
Illinois
$749K 24,860 +1,941 +8%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$653K 21,672 +21,672 New
M&T Bank
24
M&T Bank
New York
$586K 19,440 +19,440 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$546K 18,104 +18,104 New
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