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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 %
CB
51
Chris Bulman
California
$352K +$130K +4,229 +59%
ML
52
McAdam LLC
Pennsylvania
$343K – – –
WP
53
WealthShield Partners
North Carolina
$297K – – –
SF
54
Seros Financial
Arizona
$280K +$280K +9,641 New
BPA
55
Beacon Pointe Advisors
California
$261K – – –
AWM
56
Accurate Wealth Management
Florida
$231K -$151K -4,900 -39%
BA
57
Bluesphere Advisors
Pennsylvania
$224K – – –
MCC
58
Money Concepts Capital
Florida
$215K – – –
BAM
59
Belpointe Asset Management
Nevada
$212K – – –
VWA
60
Visionary Wealth Advisors
Illinois
$206K – – –
FA
61
FC Advisory
Pennsylvania
$203K +$203K +6,575 New
AIC
62
Archer Investment Corporation
Indiana
$201K -$10.5K -340 -5%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$149K +$3.08K +100 +2%
IA
64
IFP Advisors
Florida
$147K – – –
HI
65
Harbour Investments
Wisconsin
$145K +$24.1K +781 +20%
CA
66
CoreCap Advisors
Michigan
$125K – – –
PS
67
Principal Securities
Iowa
$89.3K -$8.94K -290 -9%
AF
68
Allworth Financial
California
$53.8K – – –
DFA
69
DHJJ Financial Advisors
Illinois
$47.9K -$7.86K -255 -14%
CP
70
Castleview Partners
Texas
$37.1K -$1.85K -60 -5%
EPW
71
Evergreen Private Wealth
Colorado
$25.2K – – –
CFGS
72
Concourse Financial Group Securities
Alabama
$24.2K +$9.45K +300 +64%
Wells Fargo
73
Wells Fargo
California
$15.1K – – –
EB
74
Eastern Bank
Massachusetts
$8.76K – – –
UBS Group
75
UBS Group
Switzerland
$6.91K -$11.4K -371 -62%
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