PJUL icon

Innovator US Equity Power Buffer ETF July

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
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$202K +$202K +6,698 New
KFP
127
KMG Fiduciary Partners
Ohio
$201K +$201K +6,674 New
VWA
128
V Wealth Advisors
Kansas
$200K +$200K +6,638 New
SWA
129
Sutton Wealth Advisors
Florida
$199K
NA
130
NewEdge Advisors
Louisiana
$93.5K +$93.5K +3,096 New
MPCL
131
My Personal CFO LLC
Washington
$82.8K +$82.8K +1,489 New
AWM
132
Accurate Wealth Management
Florida
$75.5K +$75.5K +2,485 New
GWM
133
Geneos Wealth Management
Colorado
$73.1K
AIC
134
Archer Investment Corporation
Indiana
$60.4K
IF
135
Integrity Financial
Wyoming
$53.4K -$50.9K -1,685 -49%
Morgan Stanley
136
Morgan Stanley
New York
$48.2K +$24.1K +799 +100%
CP
137
Castleview Partners
Texas
$40.1K
FA
138
Fiduciary Alliance
South Carolina
$20.5K +$20.5K +678 New
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$19K +$19K +640 New
William Blair & Company
140
William Blair & Company
Illinois
$13.3K +$13.3K +440 New
LFG
141
Larson Financial Group
Missouri
$483 +$483 +16 New
OMC
142
Old Mission Capital
Illinois
-$4.78M -167,161 Closed
ML
143
McAdam LLC
Pennsylvania
-$2.53M -88,254 Closed
LWA
144
Lineweaver Wealth Advisors
Ohio
-$1.86M -64,975 Closed
SOS
145
Silver Oak Securities
Tennessee
-$805K -23,895 Closed
PWM
146
PRW Wealth Management
Massachusetts
-$463K -16,200 Closed
AWM
147
Axxcess Wealth Management
California
-$255K -8,925 Closed
CFP
148
Cypress Financial Planning
New Jersey
-$245K -8,550 Closed
NAM
149
NorthCrest Asset Manangement
Minnesota
-$234K -8,185 Closed
CWM
150
Castle Wealth Management
Florida
-$57K -2,000 Closed