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Innovator US Equity Ultra Buffer ETF April
UAPR

Overview Fund Activity

59 hedge funds and large institutions have $50.1M invested in Innovator US Equity Ultra Buffer ETF April in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
Tradition Wealth Management
Minnesota
$8.23M
2
MOS
MGO One Seven
Ohio
$2.82M
3
KAS
Kestra Advisory Services
Texas
$1.27M
4
AWM
Alterna Wealth Management
Texas
$585K
5
YAL
Your Advocates Ltd
Texas
$500K

Top Sellers

1
WFAG
Worth Financial Advisory Group
North Carolina
$270K
2
CFCI
Comprehensive Financial Consultants Institutional
Indiana
$0
3
TWM
TriaGen Wealth Management
California
$0
4
FIA
Foundations Investment Advisors
Arizona
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
Arete Wealth Advisors
Illinois
$442K +$7.07K +251 +2%
AWM
27
AE Wealth Management
Kansas
$436K +$120K +4,258 +38%
ASN
28
Advisory Services Network
Georgia
$422K – – –
Citadel Advisors
29
Citadel Advisors
Florida
$412K -$119K -4,225 -22%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$392K +$817 +29 +0.2%
SWA
31
Stratos Wealth Advisors
Ohio
$360K – – –
SWM
32
Spire Wealth Management
Virginia
$341K – – –
MCC
33
Money Concepts Capital
Florida
$323K – – –
AAS
34
Avantax Advisory Services
Texas
$319K -$2.53K -90 -0.8%
SPIA
35
Steward Partners Investment Advisory
New York
$316K +$83.9K +2,979 +36%
ML
36
McAdam LLC
Pennsylvania
$313K – – –
AWM
37
Accurate Wealth Management
Florida
$292K +$292K +10,689 New
WFAG
38
Worth Financial Advisory Group
North Carolina
$270K -$2.42M -86,000 -90%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$263K -$75.8K -2,690 -22%
SFA
40
Souders Financial Advisors
Ohio
$261K +$261K +9,251 New
TC
41
TownSquare Capital
Utah
$258K -$214K -7,583 -45%
OWA
42
Outlook Wealth Advisors
Texas
$253K -$33.7K -1,198 -12%
RA
43
RFG Advisory
Alabama
$230K +$230K +8,151 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$140K -$19.9K -704 -12%
HI
45
Harbour Investments
Wisconsin
$119K – – –
IA
46
IFP Advisors
Florida
$109K – – –
PS
47
Principal Securities
Iowa
$89.7K +$8.08K +287 +10%
DFA
48
DHJJ Financial Advisors
Illinois
$79.1K -$84.8K -3,012 -52%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$73K +$16.4K +582 +29%
CA
50
CoreCap Advisors
Michigan
$65.3K +$65.3K +2,318 New
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2
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