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Innovator US Equity Power Buffer ETF July
PJUL

Overview Fund Activity

238 hedge funds and large institutions have $776M invested in Innovator US Equity Power Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 47 reducing their positions, and 13 closing their positions.

Holders
238
Holders Change
+27
Holders Change %
+12.8%
% of All Funds
3.44%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
43
Increased
95
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Personal CFO Solutions
New Jersey
$20.2M
2
LC
2
Legacy CG
Texas
$12.9M
3
William Blair & Company
3
William Blair & Company
Illinois
$14.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$23.9M

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$2.3M
2
LPL Financial
2
LPL Financial
California
$5.45M
3
PWA
3
Pillar Wealth Advisors
Pennsylvania
$226K
4
BCM
4
Brookstone Capital Management
Illinois
$31M
5
LSPW
5
Lake Street Private Wealth
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CPIG
76
Chicago Partners Investment Group
Illinois
$1.69M 41,562 -406 -1%
LWM
77
Lakeridge Wealth Management
Ohio
$1.68M 41,491 +3,180 +8%
AWAG
78
ARS Wealth Advisors Group
Florida
$1.66M 40,890 -236 -0.6%
JCM
79
Jacobi Capital Management
Pennsylvania
$1.65M 40,652 +34,231 +533%
CAL
80
Capital Analysts LLC
Pennsylvania
$1.58M 39,077 +7,748 +25%
Jane Street
81
Jane Street
New York
$1.56M 38,510 +38,510 New
CB
82
Chris Bulman
California
$1.53M 37,702 +9,572 +34%
TF
83
Trek Financial
Arizona
$1.46M 36,166 +3,136 +9%
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$1.45M 35,770 +3,560 +11%
KWS
85
Keystone Wealth Services
California
$1.43M 35,215 – –
ODFS
86
O'Donnell Financial Services
California
$1.34M 33,000 -1,994 -6%
CPCM
87
Cardinal Point Capital Management
Ontario, Canada
$1.34M 32,995 +6,080 +23%
KWM
88
Kingsview Wealth Management
Oregon
$1.33M 32,796 +27,102 +476%
WA
89
Wealth Alliance
New York
$1.32M 32,570 +5,615 +21%
SI
90
Stephens Inc
Arkansas
$1.24M 30,653 – –
CWS
91
Cypress Wealth Services
California
$1.24M 30,554 – –
BFC
92
Bedel Financial Consulting
Indiana
$1.23M 30,318 +10,925 +56%
NFG
93
Nations Financial Group
Iowa
$1.21M 29,975 +29,975 New
W
94
WPWealth
Texas
$1.21M 29,948 +2,123 +8%
HAS
95
HBW Advisory Services
California
$1.15M 28,495 -1,162 -4%
CAG
96
Compass Advisory Group
New York
$1.13M 27,997 +11,707 +72%
GCP
97
Gill Capital Partners
Colorado
$1.12M 27,712 +10,485 +61%
FFA
98
Fragasso Financial Advisors
Pennsylvania
$1.1M 27,134 – –
FA
99
FSA Advisors
Michigan
$1.09M 27,018 +1,234 +5%
CRWM
100
Castle Rock Wealth Management
California
$1.08M 26,876 -763 -3%
2 3
4
5 6