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Innovator Premium Income 20 Barrier ETF July
JULH

Overview Fund Activity

20 hedge funds and large institutions have $12M invested in Innovator Premium Income 20 Barrier ETF July in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
–
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$693K
2
RFWA
2
RPg Family Wealth Advisory
Massachusetts
$1.68M
3
PS
3
Principal Securities
Iowa
$82.3K
4
LC
4
Luminist Capital
Michigan
$53.3K
5
WIA
5
World Investment Advisors
California
$2.5M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$0
2
BIM
2
Bullseye Investment Management
Ohio
$472K
3
BCM
3
Brookstone Capital Management
Illinois
$1.6M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$443K
5
AWA
5
Authentikos Wealth Advisory
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WIA
1
World Investment Advisors
California
$2.5M 100,208 +1,012 +1%
RFWA
2
RPg Family Wealth Advisory
Massachusetts
$1.68M 66,450 +4,916 +8%
BCM
3
Brookstone Capital Management
Illinois
$1.6M 64,351 -5,764 -8%
MW
4
Maia Wealth
Colorado
$1.23M 48,954 +755 +2%
SI
5
Stephens Inc
Arkansas
$979K 39,252 -1,131 -3%
MHS
6
M Holdings Securities
Oregon
$828K 33,201 – –
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$693K 27,788 +27,788 New
SW
8
Schulz Wealth
Texas
$474K 19,000 – –
BIM
9
Bullseye Investment Management
Ohio
$472K 18,920 -11,535 -38%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$443K 17,751 -5,652 -24%
OMC
11
Old Mission Capital
Illinois
$343K 13,761 +983 +8%
AWM
12
Accurate Wealth Management
Florida
$243K 9,739 -1,706 -15%
OWA
13
Outlook Wealth Advisors
Texas
$215K 8,640 -480 -5%
SS
14
Sunbelt Securities
Texas
$127K 5,032 -168 -3%
PS
15
Principal Securities
Iowa
$82.3K 3,301 +3,101 +1,551%
LC
16
Luminist Capital
Michigan
$53.3K 2,140 +2,140 New
HIA
17
Harbor Investment Advisory
Maryland
$50.4K 2,020 – –
CA
18
CoreCap Advisors
Michigan
$6.68K 268 -22 -8%
EWA
19
EverSource Wealth Advisors
Alabama
$4.06K 163 +163 New
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$997 40 – –
AWS
21
Atria Wealth Solutions
New York
– – -20,795 Closed
AWA
22
Authentikos Wealth Advisory
California
– – -2,096 Closed
HI
23
Harbour Investments
Wisconsin
– – -280 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –