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

Overview Fund Activity

85 hedge funds and large institutions have $126M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
85
Holders Change
+24
Holders Change %
+39.34%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
28
Increased
30
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$23.1M
2
AWM
2
AE Wealth Management
Kansas
$7.32M
3
SB
3
Strategic Blueprint
Georgia
$4.04M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$21.5M
5
FIA
5
Foundations Investment Advisors
Arizona
$1.28M

Top Sellers

1
AGA
1
Accuvest Global Advisors
Utah
$0
2
Jane Street
2
Jane Street
New York
$0
3
BIM
3
Bullseye Investment Management
Ohio
$4.92M
4
PG
4
Prostatis Group
Maryland
$447K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$101K
Name Market Value Shares Shares
Change 		Shares
Change %
LSA
51
Lion Street Advisors
Texas
$340K 13,260 +3,080 +30%
APW
52
Atlantic Private Wealth
North Carolina
$291K 11,326 +5,969 +111%
PCA
53
Prosperity Capital Advisors
Ohio
$277K 10,792 – –
CRWM
54
Castle Rock Wealth Management
California
$271K 10,625 – –
TSW
55
Three Seasons Wealth
Utah
$268K 10,452 +18 +0.2%
MAM
56
Milestone Asset Management
Pennsylvania
$260K 10,147 +871 +9%
FA
57
Fermata Advisors
California
$255K 9,945 +9,945 New
IA
58
IFG Advisory
Georgia
$243K 9,460 +9,460 New
CW
59
CreativeOne Wealth
Kansas
$231K 9,018 +9,018 New
FCFC
60
First Commonwealth Financial Corp
Pennsylvania
$220K 8,561 – –
SWA
61
Stratos Wealth Advisors
Ohio
$216K 8,424 +8,424 New
SOS
62
Silver Oak Securities
Tennessee
$215K 8,357 +8,357 New
AWM
63
Accurate Wealth Management
Florida
$213K 8,280 – –
Truist Financial
64
Truist Financial
North Carolina
$209K 8,123 +8,123 New
AWS
65
Atria Wealth Solutions
New York
$206K 8,028 +8,028 New
TA
66
TKG Advisors
Indiana
$205K 8,000 +8,000 New
CIAS
67
Capital Investment Advisory Services
North Carolina
$180K 7,000 – –
AAP
68
Arax Advisory Partners
Colorado
$111K 4,330 -4,100 -49%
Osaic Holdings
69
Osaic Holdings
Arizona
$104K 4,038 -10,854 -73%
AF
70
Advisornet Financial
Minnesota
$103K 4,020 +4,020 New
TWM
71
Tradition Wealth Management
Minnesota
$103K 4,005 +3,005 +301%
PS
72
Principal Securities
Iowa
$103K 4,000 +4,000 New
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$101K 3,920 -18,754 -83%
IA
74
IFP Advisors
Florida
$77K 3,000 – –
CFGS
75
Concourse Financial Group Securities
Alabama
$54.1K 2,107 +691 +49%
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3
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