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Innovator US Equity Ultra Buffer ETF April
UAPR

Overview Fund Activity

88 hedge funds and large institutions have $184M invested in Innovator US Equity Ultra Buffer ETF April in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
88
Holders Change
+18
Holders Change %
+25.71%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
25
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$59.4M
2
TPW
2
Talon Private Wealth
Florida
$34.1M
3
PWA
3
Prairie Wealth Advisors
Nebraska
$3.07M
4
SWM
4
Spire Wealth Management
Virginia
$3.94M
5
SAW
5
Signal Advisors Wealth
Michigan
$1.28M

Top Sellers

1
AIA
1
AssuredPartners Investment Advisors
Florida
$0
2
WTFG
2
Wood Tarver Financial Group
Idaho
$64K
3
TSS
3
Two Sigma Securities
New York
$0
4
TF
4
Trek Financial
Arizona
$580K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$17.6K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$59.4M 1,896,502 +1,828,226 +2,678%
TPW
2
Talon Private Wealth
Florida
$34.1M 1,089,402 +1,089,402 New
TWM
3
Tradition Wealth Management
Minnesota
$8.78M 280,583 -2,372 -0.8%
PCA
4
Prosperity Capital Advisors
Ohio
$7.46M 238,495 +20,018 +9%
KWM
5
KFG Wealth Management
Indiana
$5.86M 187,362 -1,377 -0.7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.35M 170,960 +1,695 +1%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.58M 148,217 +29,094 +24%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$3.99M 127,549 +28,755 +29%
SWM
9
Spire Wealth Management
Virginia
$3.94M 125,836 +69,477 +123%
MOS
10
MGO One Seven
Ohio
$3.4M 108,611 +782 +0.7%
BFG
11
Berger Financial Group
Minnesota
$3.32M 106,131 -1,719 -2%
PWA
12
Prairie Wealth Advisors
Nebraska
$3.07M 98,038 +98,038 New
Truist Financial
13
Truist Financial
North Carolina
$2.8M 89,415 -154 -0.2%
KWA
14
Kellett Wealth Advisors
Ohio
$2.5M 79,721 +4,120 +5%
CVA
15
Central Valley Advisors
California
$2.29M 73,014 +6,489 +10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.12M 67,665 +29,266 +76%
KAS
17
Kestra Advisory Services
Texas
$1.74M 55,591 +351 +0.6%
SB
18
Strategic Blueprint
Georgia
$1.67M 53,443 -1,241 -2%
BCI
19
Brinker Capital Investments
Pennsylvania
$1.55M 49,381 +29,287 +146%
Raymond James Financial
20
Raymond James Financial
Florida
$1.51M 48,109 -1,210 -2%
SAW
21
Signal Advisors Wealth
Michigan
$1.28M 40,934 +40,934 New
LPL Financial
22
LPL Financial
California
$1.19M 38,174 +3,679 +11%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.09M 34,814 +34,814 New
ASN
24
Advisory Services Network
Georgia
$1.04M 32,808 +17,829 +119%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$970K 30,983 +4,721 +18%
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