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Innovator Premium Income 20 Barrier ETF July
JULH

Overview Fund Activity

21 hedge funds and large institutions have $11.1M invested in Innovator Premium Income 20 Barrier ETF July in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$445K
2
AWM
2
Accurate Wealth Management
Florida
$330K
3
MHS
3
M Holdings Securities
Oregon
$974K
4
RFWA
4
RPg Family Wealth Advisory
Massachusetts
$1.9M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$454K

Top Sellers

1
OWA
1
Outlook Wealth Advisors
Texas
$0
2
MW
2
Maia Wealth
Colorado
$826K
3
BCM
3
Brookstone Capital Management
Illinois
$1.24M
4
WIA
4
World Investment Advisors
California
$2.2M
5
SI
5
Stephens Inc
Arkansas
$934K
Name Market Value Shares Shares
Change 		Shares
Change %
WIA
1
World Investment Advisors
California
$2.2M 88,659 -2,872 -3%
RFWA
2
RPg Family Wealth Advisory
Massachusetts
$1.9M 75,497 +2,842 +4%
BCM
3
Brookstone Capital Management
Illinois
$1.24M 49,958 -3,283 -6%
MHS
4
M Holdings Securities
Oregon
$974K 39,243 +3,422 +10%
SI
5
Stephens Inc
Arkansas
$934K 37,598 -1,654 -4%
MW
6
Maia Wealth
Colorado
$826K 33,282 -7,539 -18%
WA
7
Whipplewood Advisors
Colorado
$705K 28,384 -631 -2%
SW
8
Schulz Wealth
Texas
$472K 19,000 – –
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$454K 18,279 +316 +2%
OMC
10
Old Mission Capital
Illinois
$445K 17,921 +17,921 New
BIM
11
Bullseye Investment Management
Ohio
$331K 13,331 – –
AWM
12
Accurate Wealth Management
Florida
$330K 13,269 +3,530 +36%
SS
13
Sunbelt Securities
Texas
$125K 5,032 -33 -0.7%
PS
14
Principal Securities
Iowa
$82K 3,301 – –
HIA
15
Harbor Investment Advisory
Maryland
$50.2K 2,020 – –
LC
16
Luminist Capital
Michigan
$49.7K 2,003 -132 -6%
CA
17
CoreCap Advisors
Michigan
$4.87K 196 -72 -27%
EWA
18
EverSource Wealth Advisors
Alabama
$2.48K 100 – –
IA
19
IFP Advisors
Florida
$2.48K 100 +100 New
Osaic Holdings
20
Osaic Holdings
Arizona
$1.86K 75 -100 -57%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$993 40 – –
OWA
22
Outlook Wealth Advisors
Texas
– – -8,240 Closed
UBS Group
23
UBS Group
Switzerland
– – -207 Closed