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Innovator Premium Income 20 Barrier ETF July
JULH

Overview Fund Activity

20 hedge funds and large institutions have $12.3M invested in Innovator Premium Income 20 Barrier ETF July in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
1
World Investment Advisors
California
$2.47M
2
MHS
2
M Holdings Securities
Oregon
$828K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$584K
4
BCM
4
Brookstone Capital Management
Illinois
$1.75M
5
SS
5
Sunbelt Securities
Texas
$130K

Top Sellers

1
FCFC
1
First Commonwealth Financial Corp
Pennsylvania
$0
2
BIM
2
Bullseye Investment Management
Ohio
$767K
3
OMC
3
Old Mission Capital
Illinois
$319K
4
AWS
4
Atria Wealth Solutions
New York
$519K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WIA
1
World Investment Advisors
California
$2.47M 99,196 +66,490 +203%
BCM
2
Brookstone Capital Management
Illinois
$1.75M 70,115 +6,447 +10%
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$1.56M 61,534 +1,283 +2%
MW
4
Maia Wealth
Colorado
$1.21M 48,199 +1,258 +3%
SI
5
Stephens Inc
Arkansas
$1.01M 40,383 -1,796 -4%
MHS
6
M Holdings Securities
Oregon
$828K 33,201 +33,201 New
BIM
7
Bullseye Investment Management
Ohio
$767K 30,455 -29,952 -50%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$584K 23,403 +10,063 +75%
AWS
9
Atria Wealth Solutions
New York
$519K 20,795 -25,525 -55%
SW
10
Schulz Wealth
Texas
$474K 19,000 – –
OMC
11
Old Mission Capital
Illinois
$319K 12,778 -29,208 -70%
AWM
12
Accurate Wealth Management
Florida
$286K 11,445 -300 -3%
OWA
13
Outlook Wealth Advisors
Texas
$228K 9,120 – –
SS
14
Sunbelt Securities
Texas
$130K 5,200 +5,000 +2,500%
AWA
15
Authentikos Wealth Advisory
California
$52.3K 2,096 +2,096 New
HIA
16
Harbor Investment Advisory
Maryland
$50.4K 2,020 – –
CA
17
CoreCap Advisors
Michigan
$7.24K 290 +5 +2%
HI
18
Harbour Investments
Wisconsin
$6.99K 280 – –
PS
19
Principal Securities
Iowa
$4.99K 200 – –
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$998 40 – –
FCFC
21
First Commonwealth Financial Corp
Pennsylvania
– – -40,371 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– – -20,060 Closed
SRA
23
Secured Retirement Advisors
Minnesota
– – -14,871 Closed
UBS Group
24
UBS Group
Switzerland
– – -349 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –