PJUL icon

Innovator US Equity Power Buffer ETF July

186 hedge funds and large institutions have $745M invested in Innovator US Equity Power Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
186
Holders Change
+37
Holders Change %
+24.83%
% of All Funds
2.97%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.13%
New
44
Increased
94
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$2.52M 74,838 +17,344 +30%
W
52
WorthPointe
California
$2.44M 72,525 +1,390 +2%
CFS
53
CRA Financial Services
New Jersey
$2.42M 71,795 +47,855 +200%
CA
54
Cetera Advisors
Colorado
$2.38M 70,667 +53,503 +312%
SB
55
Strategic Blueprint
Georgia
$2.3M 68,295 +22,783 +50%
ICG
56
InterOcean Capital Group
Tennessee
$2.26M 67,079 +20,353 +44%
MW
57
MBL Wealth
North Carolina
$2.24M 66,430 +59,905 +918%
SWM
58
Spire Wealth Management
Virginia
$2.2M 65,398 +3,723 +6%
SPC
59
Sigma Planning Corp
Michigan
$2.18M 64,815 +44,009 +212%
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$2.15M 63,666 +21,402 +51%
KWM
61
KFG Wealth Management
Indiana
$2.05M 60,904 +52,463 +622%
WP
62
WealthPLAN Partners
Nebraska
$2M 59,227 +38,752 +189%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$1.89M 56,067 +8,890 +19%
CAC
64
Certified Advisory Corp
Florida
$1.79M 53,154 +20,634 +63%
PWA
65
Pillar Wealth Advisors
Pennsylvania
$1.67M 49,620
AAS
66
Avantax Advisory Services
Texas
$1.65M 49,047 +9,613 +24%
AAS
67
Ameritas Advisory Services
Nebraska
$1.63M 48,235 +48,235 New
BMM
68
Berkshire Money Management
Massachusetts
$1.51M 44,760 -22,554 -34%
BWM
69
BCS Wealth Management
Tennessee
$1.39M 41,089 +22,207 +118%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1.37M 40,581 +10,326 +34%
CPIG
71
Chicago Partners Investment Group
Illinois
$1.36M 40,704
OIA
72
OneDigital Investment Advisors
Kansas
$1.34M 39,875 +29,616 +289%
SPIA
73
Steward Partners Investment Advisory
New York
$1.33M 39,473 +24,780 +169%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$1.3M 38,697 +32,601 +535%
LSPW
75
Lake Street Private Wealth
Illinois
$1.29M 38,165 +5,115 +15%