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Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL

Overview Fund Activity

61 hedge funds and large institutions have $83.7M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
61
Holders Change
+61
Holders Change %
–
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
61
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$18.8M
2
VBFG
2
Vishria Bird Financial Group
Tennessee
$10.1M
3
BIM
3
Bullseye Investment Management
Ohio
$6.77M
4
AWM
4
AE Wealth Management
Kansas
$4.96M
5
AGA
5
Accuvest Global Advisors
Utah
$3.99M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIAS
26
Garden State Investment Advisory Services
New Jersey
$612K +$612K +25,079 New
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$591K +$591K +24,200 New
MML Investors Services
28
MML Investors Services
Massachusetts
$581K +$581K +23,780 New
MSFS
29
Main Street Financial Solutions
Pennsylvania
$580K +$580K +23,738 New
KWM
30
Kingsview Wealth Management
Oregon
$570K +$570K +23,349 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$554K +$554K +22,674 New
PWMG
32
Pinnacle Wealth Management Group
Michigan
$523K +$523K +21,400 New
SPWG
33
Syntegra Private Wealth Group
Missouri
$511K +$511K +20,940 New
DI
34
Diligent Investors
California
$508K +$508K +20,800 New
JWBC
35
John W. Brooker & Co
California
$444K +$444K +18,175 New
PFA
36
Plotkin Financial Advisors
Maryland
$423K +$423K +17,314 New
SS
37
Sunbelt Securities
Texas
$409K +$409K +16,750 New
Osaic Holdings
38
Osaic Holdings
Arizona
$364K +$364K +14,892 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$364K +$364K +14,887 New
SPC
40
Sigma Planning Corp
Michigan
$315K +$315K +12,882 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$265K +$265K +10,857 New
PCA
42
Prosperity Capital Advisors
Ohio
$264K +$264K +10,792 New
CRWM
43
Castle Rock Wealth Management
California
$260K +$260K +10,625 New
HI
44
Harbour Investments
Wisconsin
$259K +$259K +10,606 New
TSW
45
Three Seasons Wealth
Utah
$255K +$255K +10,434 New
LSA
46
Lion Street Advisors
Texas
$249K +$249K +10,180 New
MAM
47
Milestone Asset Management
Pennsylvania
$227K +$227K +9,276 New
WE
48
Wealth Effects
Massachusetts
$221K +$221K +9,035 New
FCFC
49
First Commonwealth Financial Corp
Pennsylvania
$209K +$209K +8,561 New
AAP
50
Arax Advisory Partners
Colorado
$206K +$206K +8,430 New
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