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Innovator US Equity Ultra Buffer ETF April
UAPR

Overview Fund Activity

79 hedge funds and large institutions have $99.8M invested in Innovator US Equity Ultra Buffer ETF April in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
11
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.08M
2
SAG
SageView Advisory Group
California
$725K
3
IPW
Impact Partnership Wealth
Georgia
$547K
4
OMC
Old Mission Capital
Illinois
$512K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.51M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
$2.22M
2
AWM
AE Wealth Management
Kansas
$6.97M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.81M
4
KWM
KFG Wealth Management
Indiana
$6.31M
5
TCM
Triumph Capital Management
Colorado
$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$865K -$235K -7,615 -21%
AA
27
Armis Advisers
Georgia
$857K +$857K +27,798 New
RAS
28
RPS Advisory Solutions
Kentucky
$777K -$14.1K -456 -2%
TF
29
Trek Financial
Arizona
$774K -$35.7K -1,158 -4%
FFG
30
Fiduciary Financial Group
California
$745K – – –
SAG
31
SageView Advisory Group
California
$725K +$725K +23,495 New
CVA
32
Central Valley Advisors
California
$705K -$33.2K -1,075 -4%
CF
33
Centaurus Financial
California
$583K -$4.88K -158 -0.8%
BWM
34
BCS Wealth Management
Tennessee
$582K – – –
Citadel Advisors
35
Citadel Advisors
Florida
$577K -$34.6K -1,123 -6%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$576K -$64.8K -2,100 -10%
YAL
37
Your Advocates Ltd
Texas
$547K – – –
IPW
38
Impact Partnership Wealth
Georgia
$547K +$547K +17,735 New
OMC
39
Old Mission Capital
Illinois
$512K +$512K +16,617 New
CCAL
40
City Center Advisors LLC
Michigan
$509K -$1.39K -45 -0.3%
WTFG
41
Wood Tarver Financial Group
Idaho
$468K +$468K +15,193 New
ASN
42
Advisory Services Network
Georgia
$462K – – –
MAM
43
Milestone Asset Management
Pennsylvania
$441K +$17.2K +557 +4%
BFWM
44
Bright Futures Wealth Management
New York
$435K -$142K -4,520 -25%
SWA
45
Stratos Wealth Advisors
Ohio
$397K -$7.71K -250 -2%
SFA
46
Souders Financial Advisors
Ohio
$396K – – –
AWA
47
Arete Wealth Advisors
Illinois
$389K -$35.2K -1,142 -8%
SIA
48
Soltis Investment Advisors
Utah
$382K -$12.2K -394 -3%
AAS
49
Avantax Advisory Services
Texas
$375K -$32.2K -1,045 -8%
SPIA
50
Steward Partners Investment Advisory
New York
$362K – – –
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