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Innovator Laddered Allocation Power Buffer ETF
BUFF

Overview Fund Activity

94 hedge funds and large institutions have $298M invested in Innovator Laddered Allocation Power Buffer ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
94
Holders Change
+12
Holders Change %
+14.63%
% of All Funds
1.36%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
17
Increased
42
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$61.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.8M
3
BWM
3
Buska Wealth Management
Wisconsin
$6.05M
4
MA
4
Mutual Advisors
Nebraska
$6.77M
5
DFA
5
Davies Financial Advisors
California
$3.13M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$1.45M
2
FIA
2
Foundations Investment Advisors
Arizona
$0
3
MAM
3
Milestone Asset Management
Pennsylvania
$3.32M
4
ACM
4
Andina Capital Management
Utah
$2.46M
5
SVWAG
5
Sound View Wealth Advisors Group
Georgia
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
1
Kingsview Wealth Management
Oregon
$61.5M 1,474,194 +690,882 +88%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.8M 928,851 +158,639 +21%
KWM
3
KFG Wealth Management
Indiana
$13.9M 331,916 +8,865 +3%
RIA
4
Regal Investment Advisors
Michigan
$13.1M 314,309 +45,167 +17%
Osaic Holdings
5
Osaic Holdings
Arizona
$11.8M 283,819 +41,592 +17%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.4M 273,706 +16,499 +6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$11M 263,903 +5,361 +2%
CAN
8
Cetera Advisor Networks
California
$10.7M 256,557 -19,597 -7%
SEP
9
Southland Equity Partners
Missouri
$7.25M 173,590 -3,775 -2%
MA
10
Mutual Advisors
Nebraska
$6.77M 162,244 +90,351 +126%
BWM
11
Buska Wealth Management
Wisconsin
$6.05M 145,044 +145,044 New
PJWM
12
Philip James Wealth Mangement
Georgia
$5.75M 137,723 +6,719 +5%
GFP
13
Guardian Financial Partners
California
$4.42M 105,967 +45,934 +77%
GSIAS
14
Garden State Investment Advisory Services
New Jersey
$4.3M 103,135 +1,440 +1%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$3.96M 94,790 +31,620 +50%
CA
16
CoreCap Advisors
Michigan
$3.9M 93,554 +2,735 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
$3.56M 85,366 +12,299 +17%
TC
18
TownSquare Capital
Utah
$3.42M 81,825 -11,786 -13%
FNWA
19
Financial Network Wealth Advisors
Utah
$3.41M 81,790 -10,783 -12%
BCM
20
Brookstone Capital Management
Illinois
$3.32M 79,632 -57,493 -42%
MAM
21
Milestone Asset Management
Pennsylvania
$3.32M 79,599 -488,847 -86%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.24M 77,720 +3,118 +4%
DFA
23
Davies Financial Advisors
California
$3.13M 75,106 +75,106 New
VWA
24
Visionary Wealth Advisors
Illinois
$3.03M 72,515 +26 +0%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.63M 62,882 +23,107 +58%
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