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

Overview Fund Activity

88 hedge funds and large institutions have $148M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
12
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$50.6M
2
BFA
2
Brown Financial Advisors
Ohio
$5.71M
3
PW
3
Paladin Wealth
Minnesota
$1.04M
4
BIM
4
Bullseye Investment Management
Ohio
$1.85M
5
Goldman Sachs
5
Goldman Sachs
New York
$653K

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$320K
2
AWM
2
AE Wealth Management
Kansas
$524K
3
TF
3
Trek Financial
Arizona
$942K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$19.8M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
51
Plotkin Financial Advisors
Maryland
$394K 14,356 -2,983 -17%
BFWM
52
Bright Futures Wealth Management
New York
$388K 14,094 -301 -2%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$371K 13,512 -2 -0%
LSA
54
Lion Street Advisors
Texas
$369K 13,435 – –
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$350K 12,761 +12,761 New
PHWM
56
Pine Harbor Wealth Management
Maryland
$331K 12,066 -7,326 -38%
BFA
57
Beacon Financial Advisory
Ohio
$327K 11,930 – –
AWA
58
Amplius Wealth Advisors
Pennsylvania
$320K 11,756 -1,189,380 -99%
APW
59
Atlantic Private Wealth
North Carolina
$311K 11,326 – –
PCA
60
Prosperity Capital Advisors
Ohio
$303K 11,035 -1,646 -13%
IA
61
IFG Advisory
Georgia
$295K 10,760 – –
CRWM
62
Castle Rock Wealth Management
California
$291K 10,625 – –
TSW
63
Three Seasons Wealth
Utah
$287K 10,452 – –
FA
64
Fermata Advisors
California
$273K 9,945 – –
AWM
65
Accurate Wealth Management
Florida
$254K 9,243 – –
SWA
66
Stratos Wealth Advisors
Ohio
$239K 8,727 – –
SPC
67
Sigma Planning Corp
Michigan
$229K 8,337 -1,500 -15%
CW
68
CreativeOne Wealth
Kansas
$223K 8,130 -238 -3%
AWS
69
Atria Wealth Solutions
New York
$220K 8,028 – –
TA
70
TKG Advisors
Indiana
$220K 8,000 – –
UBS Group
71
UBS Group
Switzerland
$210K 7,653 +7,490 +4,595%
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$200K 7,300 +7,300 New
CIAS
73
Capital Investment Advisory Services
North Carolina
$192K 7,000 – –
IA
74
IFP Advisors
Florida
$170K 6,200 +3,200 +107%
CA
75
CoreCap Advisors
Michigan
$142K 5,180 -182 -3%
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