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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 %
GI
1
Gradient Investments
Minnesota
$50.6M 1,842,535 +1,842,535 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.8M 720,594 -27,660 -4%
VBFG
3
Vishria Bird Financial Group
Tennessee
$10.9M 398,755 – –
BFA
4
Brown Financial Advisors
Ohio
$5.71M 208,165 +208,165 New
SB
5
Strategic Blueprint
Georgia
$5.09M 185,522 -4,059 -2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.28M 119,593 -1,349 -1%
KWM
7
KFG Wealth Management
Indiana
$2.97M 108,346 -1,500 -1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.71M 98,782 -8,177 -8%
BCM
9
Brookstone Capital Management
Illinois
$2.47M 90,105 -16,771 -16%
KAS
10
Kestra Advisory Services
Texas
$2.39M 87,249 -17,185 -16%
MOS
11
MGO One Seven
Ohio
$1.99M 72,550 -4,800 -6%
CF
12
Centaurus Financial
California
$1.93M 70,385 +243 +0.3%
BIM
13
Bullseye Investment Management
Ohio
$1.85M 66,682 +29,654 +80%
SPWG
14
Syntegra Private Wealth Group
Missouri
$1.71M 62,204 – –
DI
15
Diligent Investors
California
$1.65M 59,965 – –
FWIA
16
Fort Washington Investment Advisors
Ohio
$1.55M 56,500 -25,800 -31%
FIA
17
Foundations Investment Advisors
Arizona
$1.48M 53,996 +5,128 +10%
CWS
18
Cypress Wealth Services
California
$1.1M 40,193 -1,407 -3%
LSPW
19
Lake Street Private Wealth
Illinois
$1.07M 38,955 -1,350 -3%
PW
20
Paladin Wealth
Minnesota
$1.04M 37,950 +37,950 New
HighTower Advisors
21
HighTower Advisors
Illinois
$986K 35,904 – –
HI
22
Harbour Investments
Wisconsin
$944K 34,418 -3,019 -8%
TF
23
Trek Financial
Arizona
$942K 34,347 -43,151 -56%
BTWM
24
Brass Tax Wealth Management
Ohio
$903K 32,920 – –
NA
25
NewEdge Advisors
Louisiana
$895K 32,615 -15,975 -33%
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