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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 %
CAAS
1
Capital Asset Advisory Services
Michigan
$15.6M 479,977 +64,838 +16%
AWM
2
Axxcess Wealth Management
California
$15.1M 467,850 +59,877 +15%
Osaic Holdings
3
Osaic Holdings
Arizona
$8.87M 274,575 +27,981 +11%
LPL Financial
4
LPL Financial
California
$7.66M 237,040 +117,162 +98%
HighTower Advisors
5
HighTower Advisors
Illinois
$6.1M 188,974 +7,775 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.98M 154,214 -34,835 -18%
EMAM
7
Encompass More Asset Management
California
$4.84M 149,947 +17,347 +13%
DWM
8
Diversify Wealth Management
Utah
$4.69M 145,710 +1,298 +0.9%
4WM
9
4J Wealth Management
Virginia
$4.5M 139,263 +8,394 +6%
KWM
10
KFG Wealth Management
Indiana
$3.44M 106,652 +67,535 +173%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.34M 103,381 +10,911 +12%
KCM
12
Kathmere Capital Management
Pennsylvania
$2.92M 90,386 +2,387 +3%
CWM
13
Capital Wealth Management
Rhode Island
$2.79M 86,428 +1,341 +2%
SPIA
14
Steward Partners Investment Advisory
New York
$2.77M 85,879 +2,582 +3%
VWA
15
Visionary Wealth Advisors
Illinois
$2.77M 85,850 +1,487 +2%
WIA
16
World Investment Advisors
California
$2.38M 73,640 +2,363 +3%
NRI
17
NFP Retirement Inc
California
$2.31M 71,490 +3,537 +5%
SPWG
18
Syntegra Private Wealth Group
Missouri
$2.11M 65,327 +6,143 +10%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.01M 62,342 +6,773 +12%
GS
20
GWN Securities
Florida
$1.94M 60,213 +60,213 New
OC
21
Optima Capital
Oregon
$1.59M 49,292 +49,292 New
BFC
22
Bedel Financial Consulting
Indiana
$1.57M 47,670 +7,023 +17%
DI
23
Diligent Investors
California
$1.53M 47,338 +2,984 +7%
PS
24
Principal Securities
Iowa
$1.39M 43,034 +10,725 +33%
OFP
25
OFC Financial Planning
New Jersey
$1.02M 31,620 +31,620 New
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