PJUL icon

Innovator US Equity Power Buffer ETF July
PJUL

Overview Fund Activity

141 hedge funds and large institutions have $381M invested in Innovator US Equity Power Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+15
Holders Change %
+11.9%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
29
Increased
41
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
1
L.J. Altfest & Co
New York
$15.9M
2
IIA
2
Integral Investment Advisors
California
$13.6M
3
AWP
3
Ascent Wealth Partners
New York
$11.3M
4
AWM
4
AE Wealth Management
Kansas
$19.7M
5
CAG
5
Compass Advisory Group
New York
$4.75M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$35M
2
OMC
2
Old Mission Capital
Illinois
$0
3
XF
3
XML Financial
Maryland
$6.07M
4
ML
4
McAdam LLC
Pennsylvania
$0
5
LWA
5
Lineweaver Wealth Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
51
Stratos Wealth Advisors
Ohio
$1.14M -$434K -14,382 -28%
AAS
52
Avantax Advisory Services
Texas
$1.13M +$172K +5,705 +18%
CPIG
53
Chicago Partners Investment Group
Illinois
$1.11M – – –
AA
54
Advisory Alpha
Michigan
$1.1M +$1.1M +36,560 New
CPWMP
55
Cardinal Point Wealth Management Partners
California
$1.05M +$249K +8,250 +31%
CPCM
56
Cardinal Point Capital Management
Ontario, Canada
$1.05M +$1.05M +34,865 New
RJA
57
Raymond James & Associates
Florida
$1.02M +$288K +9,549 +39%
AWS
58
Atria Wealth Solutions
New York
$1M +$784K +25,976 +358%
3AM
59
3EDGE Asset Management
Florida
$964K -$33.6K -1,112 -3%
BCM
60
Beck Capital Management
Texas
$951K -$10.3K -340 -1%
FFN
61
Focus Financial Network
Minnesota
$943K – – –
IA
62
IFP Advisors
Florida
$878K -$37.1K -1,478 -4%
CA
63
Cetera Advisors
Colorado
$876K – – –
CBFP
64
Cedar Brook Financial Partners
Ohio
$730K – – –
VA
65
Valmark Advisers
Ohio
$721K -$30.6K -1,013 -4%
ASN
66
Advisory Services Network
Georgia
$710K -$77.1K -2,554 -10%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$693K -$23.5K -780 -3%
SWM
68
Spire Wealth Management
Virginia
$689K +$679K +22,500 +6,923%
MCM
69
MAI Capital Management
Ohio
$687K +$353K +11,701 +106%
BWM
70
BCS Wealth Management
Tennessee
$678K -$535K -17,714 -44%
USCWA
71
U.S. Capital Wealth Advisors
Texas
$641K +$43.7K +1,447 +7%
FFA
72
Fragasso Financial Advisors
Pennsylvania
$639K – – –
RFG
73
Range Financial Group
Oregon
$629K +$132K +4,368 +27%
DI
74
Diligent Investors
California
$613K +$143K +4,750 +31%
SPC
75
Sigma Planning Corp
Michigan
$612K -$37.9K -1,255 -6%
1 2
3
4 5