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Innovator Buffer Step-Up Strategy ETF

20 hedge funds and large institutions have $10.2M invested in Innovator Buffer Step-Up Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1
Cambridge Advisors
Nebraska
$1.98M +$2.79K +110 +0.1%
AC
2
Avestar Capital
New York
$1.66M +$193K +7,580 +13%
CTFG
3
Capstone Triton Financial Group
Oklahoma
$1.63M +$91.6K +3,608 +6%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$1.38M -$23.1K -909 -2%
NFG
5
Nations Financial Group
Iowa
$789K +$274K +10,780 +53%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$547K +$56.9K +2,240 +12%
Citadel Advisors
7
Citadel Advisors
Florida
$485K +$81.5K +3,207 +20%
BFC
8
Bedel Financial Consulting
Indiana
$446K -$39.6K -1,560 -8%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$406K
FIM
10
Freedom Investment Management
Connecticut
$255K -$3.71K -146 -1%
HighTower Advisors
11
HighTower Advisors
Illinois
$236K +$236K +9,295 New
AWA
12
Arkadios Wealth Advisors
Georgia
$201K -$40.6K -1,600 -17%
SS
13
Sunbelt Securities
Texas
$87.1K +$87.1K +3,465 New
Osaic Holdings
14
Osaic Holdings
Arizona
$48.2K -$42.7K -1,682 -47%
IA
15
IFP Advisors
Florida
$12.7K +$12.7K +500 New
SPIA
16
Steward Partners Investment Advisory
New York
$3.84K +$3.84K +151 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.59K +$365 +14,378 +30%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$1.14K
UBS Group
19
UBS Group
Switzerland
$889 -$14.8K -582 -94%
BAM
20
Belpointe Asset Management
Nevada
$127
OMC
21
Old Mission Capital
Illinois
-$327K -13,568 Closed
MCC
22
Money Concepts Capital
Florida
-$33K -1,370 Closed
FGAM
23
Financial Gravity Asset Management
Texas
-$5.94K -24 Closed