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Innovator Premium Income 20 Barrier ETF July
JULH

Overview Fund Activity

22 hedge funds and large institutions have $16.4M invested in Innovator Premium Income 20 Barrier ETF July in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 0 closing their positions.

Holders
22
Holders Change
+6
Holders Change %
+37.5%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
3
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MW
1
Maia Wealth
Colorado
$1.25M
2
OMC
2
Old Mission Capital
Illinois
$1.16M
3
SW
3
Schulz Wealth
Texas
$474K
4
SRA
4
Secured Retirement Advisors
Minnesota
$471K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$730K

Top Sellers

1
BIM
1
Bullseye Investment Management
Ohio
$1.84M
2
AWS
2
Atria Wealth Solutions
New York
$2.07M
3
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$1.43M
4
AWM
4
Accurate Wealth Management
Florida
$282K
5
BCM
5
Brookstone Capital Management
Illinois
$1.75M
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
1
Atria Wealth Solutions
New York
$2.07M 83,065 -5,765 -6%
BIM
2
Bullseye Investment Management
Ohio
$1.84M 73,705 -6,511 -8%
BCM
3
Brookstone Capital Management
Illinois
$1.75M 70,126 -1,849 -3%
RFWA
4
RPg Family Wealth Advisory
Massachusetts
$1.43M 56,118 -3,543 -6%
MW
5
Maia Wealth
Colorado
$1.25M 50,202 +50,202 New
OMC
6
Old Mission Capital
Illinois
$1.16M 46,389 +46,389 New
SI
7
Stephens Inc
Arkansas
$1.05M 42,179 – –
FCFC
8
First Commonwealth Financial Corp
Pennsylvania
$1.01M 40,371 – –
WIA
9
World Investment Advisors
California
$777K 30,548 -1,138 -4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$730K 29,225 +18,160 +164%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$610K 24,444 +1,476 +6%
AWM
12
AE Wealth Management
Kansas
$521K 20,763 +5,468 +36%
SW
13
Schulz Wealth
Texas
$474K 19,000 +19,000 New
SRA
14
Secured Retirement Advisors
Minnesota
$471K 18,857 +18,857 New
MML Investors Services
15
MML Investors Services
Massachusetts
$404K 16,177 -31 -0.2%
AWM
16
Accurate Wealth Management
Florida
$282K 11,261 -2,398 -18%
PS
17
Principal Securities
Iowa
$280K 11,199 +11,199 New
OWA
18
Outlook Wealth Advisors
Texas
$228K 9,120 – –
HIA
19
Harbor Investment Advisory
Maryland
$50.4K 2,020 – –
HI
20
Harbour Investments
Wisconsin
$6.99K 280 – –
UBS Group
21
UBS Group
Switzerland
$4.99K 200 +200 New
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$999 40 – –
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –