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Innovator US Equity Power Buffer ETF June
PJUN

Overview Fund Activity

40 hedge funds and large institutions have $60.9M invested in Innovator US Equity Power Buffer ETF June in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
+24
Holders Change %
+150%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
3
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
1
WealthPLAN Partners
Nebraska
$18.7M
2
TW
2
Transform Wealth
Colorado
$16.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.13M
4
PI
4
Parkside Investments
Illinois
$1.78M
5
PCS
5
Personal CFO Solutions
New Jersey
$1.75M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$2.35M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$311K
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$0
5
Jane Street
5
Jane Street
New York
$363K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
26
World Investment Advisors
California
$266K +$266K +9,145 New
Citadel Advisors
27
Citadel Advisors
Florida
$250K +$250K +8,923 New
NF
28
Nikulski Financial
Iowa
$239K – – –
GWM
29
Geneos Wealth Management
Colorado
$133K – – –
FCM
30
Firestone Capital Management
Florida
$107K +$107K +3,825 New
SWA
31
Sutton Wealth Advisors
Florida
$106K +$106K +3,788 New
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$88K +$88K +3,128 New
CFA
33
Carroll Financial Associates
North Carolina
$56K +$56K +2,010 New
VFA
34
Valeo Financial Advisors
Indiana
$50K +$50K +1,792 New
BFC
35
Bedel Financial Consulting
Indiana
$37K – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$28K +$11.2K +400 +67%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$20K +720 New
EWM
38
Elmwood Wealth Management
California
$18K +$18K +650 New
LFG
39
Larson Financial Group
Missouri
$11K +$11K +408 New
AWM
40
AllSquare Wealth Management
New York
$10K +$10K +350 New
FI
41
FormulaFolio Investments
Michigan
– -$1.18M -47,351 Closed
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
– -$442K -17,725 Closed
DFG
43
DWM Financial Group
Illinois
– -$309K -12,397 Closed
MWM
44
Maltin Wealth Management
New Jersey
– -$299K -12,000 Closed
WCG
45
Weaver Consulting Group
California
– -$49K -1,967 Closed
WCAMG
46
Woodard & Company Asset Management Group
North Carolina
– -$2K -100 Closed
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