POCT icon

Innovator US Equity Power Buffer ETF October
POCT

Overview Fund Activity

124 hedge funds and large institutions have $328M invested in Innovator US Equity Power Buffer ETF October in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
39
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$23M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$6.46M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.88M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$12.1M
5
W
5
WPWealth
Texas
$8.08M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$64M
2
SI
2
Stephens Inc
Arkansas
$8.97M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.09M
4
LNC
4
Lincoln National Corp
Pennsylvania
$1.87M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
51
American Asset Management
Florida
$1.04M 30,615 – –
ETIA
52
Epic Trust Investment Advisors
Washington
$1.03M 30,477 – –
USCWA
53
U.S. Capital Wealth Advisors
Texas
$982K 28,928 -26,418 -48%
OWA
54
Outlook Wealth Advisors
Texas
$962K 28,316 +28,316 New
CHC
55
City Holding Co
West Virginia
$954K 28,090 -7,350 -21%
FFN
56
Focus Financial Network
Minnesota
$951K 28,015 +808 +3%
SB
57
Strategic Blueprint
Georgia
$884K 26,031 +4,466 +21%
VA
58
Valmark Advisers
Ohio
$874K 25,729 – –
CWG
59
Cornerstone Wealth Group
North Carolina
$861K 25,354 -1,084 -4%
BFA
60
Beacon Financial Advisory
Ohio
$847K 24,932 -5,825 -19%
IA
61
IFP Advisors
Florida
$832K 24,503 +589 +2%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$824K 24,262 -1,390 -5%
BA
63
Bellwether Advisors
Nebraska
$818K 24,080 -285 -1%
CRWM
64
Castle Rock Wealth Management
California
$804K 23,656 +13,056 +123%
OCM
65
Orion Capital Management
California
$753K 22,184 -1,098 -5%
FCFC
66
First Commonwealth Financial Corp
Pennsylvania
$753K 22,176 -210 -0.9%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$750K 22,082 +1,826 +9%
SVWAG
68
Sound View Wealth Advisors Group
Georgia
$748K 22,038 -2,057 -9%
CF
69
Centaurus Financial
California
$700K 20,611 -360 -2%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$675K 19,883 +19,883 New
NA
71
NewEdge Advisors
Louisiana
$622K 18,310 – –
CFP
72
Cypress Financial Planning
New Jersey
$611K 17,991 +177 +1%
OIA
73
OneDigital Investment Advisors
Kansas
$608K 17,900 -78 -0.4%
SAG
74
SageView Advisory Group
California
$572K 16,831 -17,000 -50%
FFA
75
Fragasso Financial Advisors
Pennsylvania
$548K 16,131 +3,300 +26%
1 2
3
4 5