NJUL icon

Innovator Growth-100 Power Buffer ETF July
NJUL

Overview Fund Activity

107 hedge funds and large institutions have $147M invested in Innovator Growth-100 Power Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 48 reducing their positions, and 10 closing their positions.

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
17
Reduced
48
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$13.8M
2
Raymond James Financial
2
Raymond James Financial
Florida
$3.41M
3
VWM
3
VanWeelden Wealth Management
Ohio
$2.29M
4
Jane Street
4
Jane Street
New York
$3.04M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.32M

Top Sellers

1
PCS
1
Personal CFO Solutions
New Jersey
$0
2
MI
2
Motiv8 Investments
Florida
$0
3
PCA
3
Prosperity Capital Advisors
Ohio
$0
4
LJAC
4
L.J. Altfest & Co
New York
$1.83M
5
AWM
5
AE Wealth Management
Kansas
$748K
Name Market Value Shares Shares
Change 		Shares
Change %
CWS
76
Cypress Wealth Services
California
$315K 5,010 -13,208 -72%
SWM
77
Sugarloaf Wealth Management
Georgia
$310K 4,931 – –
AWA
78
Arkadios Wealth Advisors
Georgia
$293K 4,664 -220 -5%
LIWM
79
Long Island Wealth Management
New York
$288K 4,588 – –
RCM
80
Riggs Capital Management
Utah
$283K 4,512 +4,512 New
CAL
81
Capital Analysts LLC
Pennsylvania
$282K 4,489 – –
GS
82
GWN Securities
Florida
$281K 4,481 +4,481 New
AAS
83
Ameritas Advisory Services
Nebraska
$281K 4,480 – –
AA
84
Armis Advisers
Georgia
$279K 4,445 +4,445 New
USCWA
85
U.S. Capital Wealth Advisors
Texas
$276K 4,404 +1,059 +32%
SAG
86
SageView Advisory Group
California
$273K 4,355 – –
ACM
87
Avalon Capital Management
California
$270K 4,294 – –
LEFP
88
Leading Edge Financial Planning
Tennessee
$229K 3,642 – –
AWM
89
Accurate Wealth Management
Florida
$223K 3,566 -200 -5%
SW
90
Schulz Wealth
Texas
$213K 3,400 – –
NAM
91
NorthCrest Asset Manangement
Minnesota
$212K 3,380 – –
WS
92
Wedbush Securities
California
$204K 3,247 +3,247 New
AF
93
Allworth Financial
California
$167K 2,608 – –
GTAM
94
Global Trust Asset Management
Florida
$157K 2,500 – –
EWA
95
EverSource Wealth Advisors
Alabama
$149K 2,369 +1,348 +132%
Morgan Stanley
96
Morgan Stanley
New York
$124K 1,973 +74 +4%
HI
97
Harbour Investments
Wisconsin
$87.3K 1,391 – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$69K 1,093 – –
WTFG
99
Wood Tarver Financial Group
Idaho
$59K 953 +953 New
US Bancorp
100
US Bancorp
Minnesota
$39.2K 625 – –
1 2 3
4
5