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Innovator US Equity Ultra Buffer ETF April
UAPR

Overview Fund Activity

80 hedge funds and large institutions have $142M invested in Innovator US Equity Ultra Buffer ETF April in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+21
Holders Change %
+35.59%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
23
Increased
29
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWA
1
Kellett Wealth Advisors
Ohio
$27.1M
2
BCM
2
Brookstone Capital Management
Illinois
$19M
3
AWM
3
AE Wealth Management
Kansas
$9.18M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.49M
5
KWM
5
KFG Wealth Management
Indiana
$6.77M

Top Sellers

1
DIM
1
Delta Investment Management
California
$0
2
CF
2
Centaurus Financial
California
$555K
3
SIA
3
Soltis Investment Advisors
Utah
$371K
4
TC
4
TownSquare Capital
Utah
$228K
5
MAM
5
Milestone Asset Management
Pennsylvania
$443K
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
51
RFG Advisory
Alabama
$344K +$107K +3,683 +45%
ML
52
McAdam LLC
Pennsylvania
$323K – – –
AWM
53
Accurate Wealth Management
Florida
$315K – – –
WP
54
WealthShield Partners
North Carolina
$280K +$274K +9,431 +4,716%
AA
55
ACT Advisors
North Carolina
$268K +$268K +9,231 New
BPA
56
Beacon Pointe Advisors
California
$246K +$246K +8,478 New
BAM
57
Belpointe Asset Management
Nevada
$242K +$242K +8,350 New
TC
58
TownSquare Capital
Utah
$228K -$38.4K -1,322 -14%
MML Investors Services
59
MML Investors Services
Massachusetts
$223K +$223K +7,670 New
BA
60
Bluesphere Advisors
Pennsylvania
$211K +$211K +7,249 New
TWP
61
Triad Wealth Partners
Kansas
$152K +$152K +5,248 New
CA
62
CoreCap Advisors
Michigan
$126K +$59.2K +2,037 +88%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$117K +$41.8K +1,437 +56%
HI
64
Harbour Investments
Wisconsin
$114K -$8.65K -298 -7%
IA
65
IFP Advisors
Florida
$113K – – –
PS
66
Principal Securities
Iowa
$92.5K – – –
CP
67
Castleview Partners
Texas
$65.3K – – –
DFA
68
DHJJ Financial Advisors
Illinois
$52.5K -$29K -1,000 -36%
AF
69
Allworth Financial
California
$50K +$50K +1,710 New
UBS Group
70
UBS Group
Switzerland
$31K +$31K +1,066 New
ATPW
71
Ashton Thomas Private Wealth
Arizona
$26.5K +$26.5K +914 New
EPW
72
Evergreen Private Wealth
Colorado
$23.7K – – –
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$19.1K – – –
CPA
74
Clear Point Advisors
New York
$18.6K – – –
FNWA
75
Financial Network Wealth Advisors
Utah
$17K +$17K +586 New
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3
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