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Innovator US Equity Power Buffer ETF June
PJUN

Overview Fund Activity

116 hedge funds and large institutions have $259M invested in Innovator US Equity Power Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 47 reducing their positions, and 7 closing their positions.

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
19
Reduced
47
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Personal CFO Solutions
New Jersey
$14.3M
2
PCM
2
Penserra Capital Management
California
$14.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.1M
4
ST
4
Sageworth Trust
Pennsylvania
$819K
5
KWM
5
KFG Wealth Management
Indiana
$756K

Top Sellers

1
ML
1
McAdam LLC
Pennsylvania
$0
2
AIA
2
Acute Investment Advisory
Arizona
$0
3
OMC
3
Old Mission Capital
Illinois
$834K
4
BCM
4
Brookstone Capital Management
Illinois
$29.1M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$55.7M 1,874,755 -19,935 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$29.8M 1,002,658 -90,098 -8%
BCM
3
Brookstone Capital Management
Illinois
$29.1M 971,159 -90,636 -9%
PCS
4
Personal CFO Solutions
New Jersey
$14.3M 481,368 +474,134 +6,554%
PCM
5
Penserra Capital Management
California
$14.2M 476,973 +85,495 +22%
Osaic Holdings
6
Osaic Holdings
Arizona
$10.1M 338,617 +36,330 +12%
OWA
7
Outlook Wealth Advisors
Texas
$9.81M 329,976 +756 +0.2%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.54M 220,005 -9,043 -4%
HCM
9
Hudson Capital Management
New Jersey
$5.84M 196,412 +5,609 +3%
ICG
10
InterOcean Capital Group
Tennessee
$4.21M 141,505 -14,515 -9%
Truist Financial
11
Truist Financial
North Carolina
$3.76M 126,568 -3,549 -3%
BA
12
Bellwether Advisors
Nebraska
$3.19M 107,297 -2,514 -2%
LNC
13
Lincoln National Corp
Pennsylvania
$3.19M 107,207 +1,052 +1%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$2.97M 99,983 -5,334 -5%
SWP
15
Summit Wealth Partners
Florida
$2.79M 93,748 -596 -0.6%
AWM
16
AE Wealth Management
Kansas
$2.75M 92,477 -7,321 -7%
BPA
17
Beacon Pointe Advisors
California
$2.33M 78,415 -7,045 -8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.26M 76,070 +19,161 +34%
IA
19
IFP Advisors
Florida
$2.14M 84,490 -922 -1%
MCM
20
MAI Capital Management
Ohio
$2.14M 71,999 +3,226 +5%
SEP
21
Southland Equity Partners
Missouri
$2.11M 70,856 -785 -1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.02M 67,848 -746 -1%
CA
23
CoreCap Advisors
Michigan
$1.94M 65,318 +44 +0.1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.75M 58,969 -1,806 -3%
KAS
25
Kestra Advisory Services
Texas
$1.6M 53,711 -8,983 -14%
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