Innovator IBD Breakout Opportunities ETF
BOUT
BOUT
9 hedge funds and large institutions have $312K invested in Innovator IBD Breakout Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Osaic Holdings
Scottsdale,
Arizona
|
$261K |
| 2 |
LF
2
Lee Financial
Dallas,
Texas
|
$759 |
| 3 |
DFA
3
DHJJ Financial Advisors
Naperville,
Illinois
|
$152 |
| 4 |
4
Wells Fargo
San Francisco,
California
|
$30 |
Top Sellers
| 1 |
1
UBS Group
Zurich,
Switzerland
|
$11.4K |
| 2 |
2
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $261K | 8,582 | +3,475 | +68% |
|
|
ADL
2
Asset Dedication LLC
San Francisco,
California
| $18K | 577 | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| $11.4K | 376 | -454 | -55% |
|
|
BFEC
4
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $9K | 308 | – | – |
|
|
HCM
5
Hollencrest Capital Management
Newport Beach,
California
| $8.8K | 290 | – | – |
|
|
AF
6
Advisornet Financial
Minnetonka,
Minnesota
| $3.04K | 100 | – | – |
|
|
LF
7
Lee Financial
Dallas,
Texas
| $759 | 25 | +25 | New |
|
|
DFA
8
DHJJ Financial Advisors
Naperville,
Illinois
| $152 | 5 | +5 | New |
|
|
9
Wells Fargo
San Francisco,
California
| $30 | 1 | +1 | New |
|
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | – | -130 | Closed |
|
|
CFGS
11
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|