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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

70 hedge funds and large institutions have $73.4M invested in Innovator US Equity Buffer ETF July in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
28
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.75M
2
BCM
2
Brookstone Capital Management
Illinois
$4.8M
3
FCFC
3
First Commonwealth Financial Corp
Pennsylvania
$2.21M
4
TFS
4
TrustCore Financial Services
Tennessee
$1.48M
5
W
5
Wealthquest
Ohio
$8.38M

Top Sellers

1
LJAC
1
L.J. Altfest & Co
New York
$265K
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.12M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
W
1
Wealthquest
Ohio
$8.38M 287,575 +41,132 +17%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.75M 265,888 +177,369 +200%
IIA
3
Integral Investment Advisors
California
$5.7M 195,629 +2,234 +1%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.12M 175,507 -31,762 -15%
BCM
5
Brookstone Capital Management
Illinois
$4.8M 164,824 +164,824 New
DIM
6
Delta Investment Management
California
$2.84M 97,490 -1,748 -2%
RTS
7
Round Table Services
New Jersey
$2.78M 95,439 +26,090 +38%
VBFP
8
Valtinson Bruner Financial Planning
Minnesota
$2.35M 80,670 +17,619 +28%
BA
9
Bellwether Advisors
Nebraska
$2.25M 77,052 – –
FCFC
10
First Commonwealth Financial Corp
Pennsylvania
$2.21M 75,628 +58,858 +351%
PCM
11
Penserra Capital Management
California
$1.61M 55,370 +12,656 +30%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$1.53M 52,417 +21,062 +67%
TFS
13
TrustCore Financial Services
Tennessee
$1.48M 50,600 +50,600 New
BWM
14
BCS Wealth Management
Tennessee
$1.38M 47,162 +1,219 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.31M 44,957 -1,949 -4%
CAN
16
Cetera Advisor Networks
California
$1.27M 43,386 +18,436 +74%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.1M 37,900 +13,040 +52%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.02M 34,997 +21,034 +151%
BPA
19
Beacon Pointe Advisors
California
$931K 31,863 +20,607 +183%
CWG
20
Cornerstone Wealth Group
North Carolina
$915K 31,377 – –
BWM
21
BCGM Wealth Management
Indiana
$840K 27,852 -2,000 -7%
DFA
22
DHJJ Financial Advisors
Illinois
$807K 27,678 +4,193 +18%
LF
23
Lantz Financial
Illinois
$667K 22,872 +11,982 +110%
MPCL
24
My Personal CFO LLC
Washington
$654K 10,012 +10,012 New
CA
25
Cetera Advisors
Colorado
$648K 22,218 +7,463 +51%
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