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Innovator US Equity Power Buffer ETF January
PJAN

Overview Fund Activity

240 hedge funds and large institutions have $941M invested in Innovator US Equity Power Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 93 reducing their positions, and 15 closing their positions.

Holders
240
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.22%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
19
Increased
57
Reduced
93
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$61.8M
2
LIWM
2
Long Island Wealth Management
New York
$17.7M
3
PCM
3
Penserra Capital Management
California
$58.8M
4
CCG
4
Catalina Capital Group
California
$5.57M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$8.71M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$23.5M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$11.4M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$37.6M
4
RCWM
4
Red Crane Wealth Management
California
$1.69M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$169M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$1.14M 25,880 -115 -0.4%
PF
102
Phoenix Financial
Israel
$1.13M 25,790 – –
PWM
103
PTM Wealth Management
United States
$1.08M 24,502 -4,206 -15%
CB
104
Chris Bulman
California
$1.08M 24,479 -330 -1%
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$1.07M 24,195 -325 -1%
BWM
106
BCS Wealth Management
Tennessee
$1.05M 23,897 -1,050 -4%
LWM
107
Lakeridge Wealth Management
Ohio
$1.05M 23,865 -21 -0.1%
CNWM
108
Clay Northam Wealth Management
California
$1.03M 23,310 -465 -2%
AWA
109
Arkadios Wealth Advisors
Georgia
$1.01M 22,955 +2,518 +12%
BWM
110
Bernard Wealth Management
Michigan
$1.01M 22,935 -503 -2%
VA
111
Valmark Advisers
Ohio
$1M 22,751 – –
SFA
112
Sequoia Financial Advisors
Ohio
$988K 22,427 – –
FFN
113
Focus Financial Network
Minnesota
$970K 22,015 -1,605 -7%
SOS
114
Silver Oak Securities
Tennessee
$964K 21,889 -3,262 -13%
YWS
115
Yarger Wealth Strategies
Ohio
$963K 21,857 -3,522 -14%
RIS
116
Retirement Income Solutions
Michigan
$946K 21,486 +86 +0.4%
BFC
117
Bedel Financial Consulting
Indiana
$922K 20,926 -67 -0.3%
TWM
118
Tradition Wealth Management
Minnesota
$921K 20,906 -17 -0.1%
TC
119
TownSquare Capital
Utah
$912K 20,713 -57,719 -74%
FCM
120
Firestone Capital Management
Florida
$905K 20,535 -2,901 -12%
VBFP
121
Valtinson Bruner Financial Planning
Minnesota
$886K 20,123 -303 -1%
SAF
122
Smith Anglin Financial
Texas
$886K 20,116 – –
SW
123
Schulz Wealth
Texas
$870K 19,755 -1,370 -6%
HA
124
Helium Advisors
Washington
$856K 19,433 – –
3AM
125
3EDGE Asset Management
Florida
$842K 19,113 +19,113 New
3 4
5
6 7