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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

97 hedge funds and large institutions have $155M invested in Innovator US Equity Buffer ETF September in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
42
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$16.8M
2
WIM
2
WealthPlan Investment Management
Nebraska
$7.61M
3
RPSA
3
Richard P. Slaughter Associates
Texas
$5.24M
4
Cerity Partners
4
Cerity Partners
New York
$6.92M
5
SPIA
5
Steward Partners Investment Advisory
New York
$4.99M

Top Sellers

1
SB
1
Strategic Blueprint
Georgia
$1.17M
2
NFG
2
Nations Financial Group
Iowa
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
SWA
4
Stratos Wealth Advisors
Ohio
$221K
5
BA
5
Bellwether Advisors
Nebraska
$522K
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
26
FSA Advisors
Michigan
$1.46M +$160K +3,794 +12%
TFS
27
Thoroughbred Financial Services
Tennessee
$1.2M – – –
SB
28
Strategic Blueprint
Georgia
$1.17M -$732K -17,389 -38%
MWM
29
Maltin Wealth Management
New Jersey
$1.12M – – –
MML Investors Services
30
MML Investors Services
Massachusetts
$1.04M +$342K +8,116 +49%
IIA
31
Integral Investment Advisors
California
$1.02M – – –
FFA
32
Fragasso Financial Advisors
Pennsylvania
$1,000K +$217K +5,142 +28%
CAM
33
Cresset Asset Management
Illinois
$957K – – –
MPCL
34
My Personal CFO LLC
Washington
$934K +$166K +3,950 +22%
VBFP
35
Valtinson Bruner Financial Planning
Minnesota
$932K -$5.01K -119 -0.5%
LSA
36
Lion Street Advisors
Texas
$817K -$43.7K -1,038 -5%
OWA
37
Outlook Wealth Advisors
Texas
$800K +$161K +3,831 +25%
CPIG
38
Chicago Partners Investment Group
Illinois
$729K – – –
RA
39
RFG Advisory
Alabama
$682K +$245K +5,828 +56%
GSIAS
40
Garden State Investment Advisory Services
New Jersey
$676K -$219K -5,200 -24%
TSW
41
Three Seasons Wealth
Utah
$652K – – –
PWMG
42
Pinnacle Wealth Management Group
Michigan
$645K +$128K +3,050 +25%
CA
43
CoreCap Advisors
Michigan
$624K -$60.3K -1,433 -9%
HI
44
Harbour Investments
Wisconsin
$608K +$127K +3,013 +26%
BWM
45
BCS Wealth Management
Tennessee
$606K -$83.7K -1,985 -12%
AAS
46
Avantax Advisory Services
Texas
$603K -$58.8K -1,395 -9%
BPA
47
Beacon Pointe Advisors
California
$600K +$69.4K +1,647 +13%
TC
48
TownSquare Capital
Utah
$588K +$90.2K +2,141 +18%
AAP
49
Arax Advisory Partners
Colorado
$584K +$64.1K +1,522 +12%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$577K -$71.8K -1,705 -11%
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