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Innovator Premium Income 20 Barrier ETF July
JULH

Overview Fund Activity

22 hedge funds and large institutions have $13.1M invested in Innovator Premium Income 20 Barrier ETF July in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MW
1
Maia Wealth
Colorado
$1.17M
2
OMC
2
Old Mission Capital
Illinois
$1.04M
3
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$1.52M
4
AWM
4
Accurate Wealth Management
Florida
$293K
5
UBS Group
5
UBS Group
Switzerland
$8.65K

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$1.15M
2
BIM
2
Bullseye Investment Management
Ohio
$1.5M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$331K
4
PS
4
Principal Securities
Iowa
$4.96K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$497K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$1.59M 63,668 -3,923 -6%
RFWA
2
RPg Family Wealth Advisory
Massachusetts
$1.52M 60,251 +3,390 +6%
BIM
3
Bullseye Investment Management
Ohio
$1.5M 60,407 -22,306 -27%
MW
4
Maia Wealth
Colorado
$1.17M 46,941 +46,941 New
AWS
5
Atria Wealth Solutions
New York
$1.15M 46,320 -30,525 -40%
SI
6
Stephens Inc
Arkansas
$1.05M 42,179 – –
OMC
7
Old Mission Capital
Illinois
$1.04M 41,986 +41,986 New
FCFC
8
First Commonwealth Financial Corp
Pennsylvania
$1M 40,371 – –
WIA
9
World Investment Advisors
California
$811K 32,706 +130 +0.4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$497K 20,060 -5,482 -21%
SW
11
Schulz Wealth
Texas
$471K 19,000 – –
SRA
12
Secured Retirement Advisors
Minnesota
$369K 14,871 -2,182 -13%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$331K 13,340 -11,484 -46%
AWM
14
Accurate Wealth Management
Florida
$293K 11,745 +779 +7%
OWA
15
Outlook Wealth Advisors
Texas
$208K 9,120 – –
HIA
16
Harbor Investment Advisory
Maryland
$50.1K 2,020 – –
UBS Group
17
UBS Group
Switzerland
$8.65K 349 +313 +869%
CA
18
CoreCap Advisors
Michigan
$7.06K 285 +182 +177%
HI
19
Harbour Investments
Wisconsin
$6.94K 280 – –
PS
20
Principal Securities
Iowa
$4.96K 200 -10,999 -98%
SS
21
Sunbelt Securities
Texas
$4.96K 200 +200 New
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$991 40 – –
RIA
23
Realta Investment Advisors
Delaware
– – -180 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –