PJUL icon

Innovator US Equity Power Buffer ETF July

126 hedge funds and large institutions have $308M invested in Innovator US Equity Power Buffer ETF July in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+35
Holders Change %
+38.46%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
55
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
76
PRW Wealth Management
Massachusetts
$463K +$463K +16,200 New
DI
77
Diligent Investors
California
$445K +$31.4K +1,100 +8%
MA
78
Mutual Advisors
Nebraska
$436K
NF
79
Nikulski Financial
Iowa
$435K -$34.3K -1,200 -7%
CW
80
CreativeOne Wealth
Kansas
$426K +$426K +14,894 New
AIA
81
Alera Investment Advisors
Illinois
$421K +$80.9K +2,828 +24%
WMS
82
Wealth Management Solutions
Pennsylvania
$408K +$408K +14,258 New
CRWM
83
Castle Rock Wealth Management
California
$398K +$26.8K +938 +7%
BFC
84
Bedel Financial Consulting
Indiana
$383K +$1.04K +35 +0.3%
LFAS
85
Level Four Advisory Services
Texas
$374K +$374K +13,065 New
AAP
86
Arax Advisory Partners
Colorado
$366K -$2.92K -102 -0.8%
TFS
87
TrustCore Financial Services
Tennessee
$363K +$363K +12,689 New
AFP
88
Ausdal Financial Partners
Iowa
$360K +$157K +5,482 +77%
MCM
89
MAI Capital Management
Ohio
$317K +$317K +11,065 New
RIS
90
Retirement Income Solutions
Michigan
$313K +$92.1K +3,199 +42%
HI
91
Harbour Investments
Wisconsin
$304K
VWA
92
Visionary Wealth Advisors
Illinois
$281K +$281K +9,835 New
OIA
93
OneDigital Investment Advisors
Kansas
$280K +$280K +9,780 New
MHS
94
M Holdings Securities
Oregon
$280K +$280K +9,782 New
AWM
95
Axxcess Wealth Management
California
$255K +$255K +8,925 New
VBFG
96
Vishria Bird Financial Group
Tennessee
$253K
RGF
97
Retirement Guys Formula
Ohio
$253K
TF
98
Trek Financial
Arizona
$252K +$252K +8,825 New
CFP
99
Cypress Financial Planning
New Jersey
$245K +$23.1K +806 +10%
PA
100
PFG Advisors
Arizona
$240K +$240K +8,389 New