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

Overview Fund Activity

89 hedge funds and large institutions have $132M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 36 reducing their positions, and 3 closing their positions.

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
5
Increased
12
Reduced
36
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$1.08M
2
MW
2
Maia Wealth
Colorado
$1.01M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$471K
4
KAS
4
Kestra Advisory Services
Texas
$2.8M
5
IA
5
IFG Advisory
Georgia
$288K

Top Sellers

1
AGA
1
Accuvest Global Advisors
Utah
$0
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$32.2M
3
BIM
3
Bullseye Investment Management
Ohio
$1M
4
FD
4
Financial Designs
California
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Amplius Wealth Advisors
Pennsylvania
$32.2M 1,201,136 -102,785 -8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20M 748,254 -62,602 -8%
VBFG
3
Vishria Bird Financial Group
Tennessee
$10.7M 398,755 -3,151 -0.8%
AWM
4
AE Wealth Management
Kansas
$6.94M 259,062 -13,015 -5%
SB
5
Strategic Blueprint
Georgia
$5.08M 189,581 -7,478 -4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.24M 120,942 -5,540 -4%
KWM
7
KFG Wealth Management
Indiana
$2.94M 109,846 -986 -0.9%
BCM
8
Brookstone Capital Management
Illinois
$2.88M 106,876 -1,184 -1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.86M 106,959 -15,099 -12%
KAS
10
Kestra Advisory Services
Texas
$2.8M 104,434 +12,525 +14%
FWIA
11
Fort Washington Investment Advisors
Ohio
$2.2M 82,300 – –
TF
12
Trek Financial
Arizona
$2.08M 77,498 -13,144 -15%
MOS
13
MGO One Seven
Ohio
$2.07M 77,350 -8,048 -9%
CF
14
Centaurus Financial
California
$1.88M 70,142 -883 -1%
SPWG
15
Syntegra Private Wealth Group
Missouri
$1.67M 62,204 – –
DI
16
Diligent Investors
California
$1.61M 59,965 -500 -0.8%
FIA
17
Foundations Investment Advisors
Arizona
$1.31M 48,868 -462 -0.9%
NA
18
NewEdge Advisors
Louisiana
$1.3M 48,590 -50,165 -51%
CWS
19
Cypress Wealth Services
California
$1.11M 41,600 – –
LSPW
20
Lake Street Private Wealth
Illinois
$1.08M 40,305 -4,900 -11%
RVPG
21
Relative Value Partners Group
$1.08M 40,305 +40,305 New
MW
22
Maia Wealth
Colorado
$1.01M 37,302 +37,302 New
HI
23
Harbour Investments
Wisconsin
$1M 37,437 -1,275 -3%
BIM
24
Bullseye Investment Management
Ohio
$1M 37,028 -84,094 -69%
HighTower Advisors
25
HighTower Advisors
Illinois
$961K 35,904 – –
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