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Innovator Laddered Allocation Buffer ETF
BUFB

Overview Fund Activity

65 hedge funds and large institutions have $120M invested in Innovator Laddered Allocation Buffer ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
28
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7.66M
2
KWM
2
KFG Wealth Management
Indiana
$3.44M
3
CAAS
3
Capital Asset Advisory Services
Michigan
$15.6M
4
GS
4
GWN Securities
Florida
$1.94M
5
AWM
5
Axxcess Wealth Management
California
$15.1M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$571K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.98M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$0
4
SAG
4
SageView Advisory Group
California
$0
5
CA
5
CoreCap Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CF
26
Centaurus Financial
California
$724K 22,429 -329 -1%
MML Investors Services
27
MML Investors Services
Massachusetts
$724K 22,418 +3,837 +21%
CWA
28
Continuum Wealth Advisors
New York
$715K 22,121 -1,093 -5%
RA
29
RFG Advisory
Alabama
$692K 21,432 -1,374 -6%
KAS
30
Kestra Advisory Services
Texas
$665K 20,586 +2,580 +14%
IWN
31
Independent Wealth Network
Iowa
$628K 19,448 +363 +2%
AL
32
ACAS LLC
California
$594K 18,011 +100 +0.6%
Truist Financial
33
Truist Financial
North Carolina
$571K 17,681 -61,798 -78%
PAG
34
Private Advisor Group
New Jersey
$529K 16,369 +910 +6%
MWC
35
MKD Wealth Coaches
Michigan
$508K 15,740 +15,740 New
AWM
36
AE Wealth Management
Kansas
$479K 14,842 +14,842 New
Raymond James Financial
37
Raymond James Financial
Florida
$437K 13,519 +13,519 New
HIS
38
Harvest Investment Services
Illinois
$417K 12,914 -86 -0.7%
IIA
39
Integral Investment Advisors
California
$401K 12,400 – –
WWM
40
Western Wealth Management
Colorado
$353K 10,941 +3,491 +47%
ASN
41
Advisory Services Network
Georgia
$340K 10,530 -136 -1%
AI
42
Atria Investments
North Carolina
$340K 10,530 -27 -0.3%
Citadel Advisors
43
Citadel Advisors
Florida
$311K 9,641 -391 -4%
SIA
44
Schechter Investment Advisors
Michigan
$262K 8,114 – –
DBRC
45
D.B. Root & Company
Pennsylvania
$253K 7,818 -158 -2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$228K 7,048 +7,048 New
APWA
47
Atlas Private Wealth Advisors
New Jersey
$227K 7,040 +7,040 New
CW
48
CreativeOne Wealth
Kansas
$227K 7,018 +7,018 New
ARC
49
Advisor Resource Council
Texas
$217K 6,704 +6,704 New
CIAS
50
Capital Investment Advisory Services
North Carolina
$216K 6,678 – –
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2
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