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Innovator US Equity Ultra Buffer ETF April
UAPR

Overview Fund Activity

51 hedge funds and large institutions have $80.8M invested in Innovator US Equity Ultra Buffer ETF April in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
14
Increased
15
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$12.2M
2
SIA
2
Soltis Investment Advisors
Utah
$19.8M
3
HCM
3
Hudson Capital Management
New Jersey
$5.78M
4
WFAG
4
Worth Financial Advisory Group
North Carolina
$2.38M
5
PCA
5
Prosperity Capital Advisors
Ohio
$3.16M

Top Sellers

1
GSWM
1
Greenup Street Wealth Management
Michigan
$0
2
PWMG
2
Pinnacle Wealth Management Group
Michigan
$0
3
Cerity Partners
3
Cerity Partners
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
IA
5
IFP Advisors
Florida
$134K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$19.8M +$9.29M +372,660 +88%
BCM
2
Brookstone Capital Management
Illinois
$12.2M +$10.9M +433,449 +824%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.02M +$277K +11,111 +4%
HCM
4
Hudson Capital Management
New Jersey
$5.78M +$5.78M +231,606 New
PCA
5
Prosperity Capital Advisors
Ohio
$3.16M +$1.48M +59,437 +88%
RFWA
6
RPg Family Wealth Advisory
Massachusetts
$3M +$24.7K +990 +0.8%
SB
7
Strategic Blueprint
Georgia
$2.83M +$1.42M +56,902 +100%
CFCI
8
Comprehensive Financial Consultants Institutional
Indiana
$2.59M -$68.5K -2,745 -3%
WFAG
9
Worth Financial Advisory Group
North Carolina
$2.38M +$2.38M +95,600 New
CA
10
Cetera Advisors
Colorado
$1.87M +$661K +26,514 +55%
WIA
11
World Investment Advisors
California
$1.68M +$243K +9,750 +17%
KWM
12
KFG Wealth Management
Indiana
$1.68M +$91.9K +3,669 +6%
TWM
13
TriaGen Wealth Management
California
$1.48M +$593K +23,775 +67%
AIC
14
Archer Investment Corporation
Indiana
$1.41M +$45.6K +1,829 +3%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$1.2M – – –
Truist Financial
16
Truist Financial
North Carolina
$1.18M +$930K +37,307 +367%
KWM
17
Kingsview Wealth Management
Oregon
$1.08M +$819K +32,845 +314%
UBS Group
18
UBS Group
Switzerland
$930K +$930K +37,283 New
SAF
19
Smith Anglin Financial
Texas
$767K +$767K +30,758 New
SAG
20
SageView Advisory Group
California
$715K -$287K -11,527 -29%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$567K -$383K -15,362 -40%
AWA
22
Arete Wealth Advisors
Illinois
$519K +$62.6K +2,513 +14%
BWM
23
BCS Wealth Management
Tennessee
$485K – – –
Goldman Sachs
24
Goldman Sachs
New York
$479K +$479K +19,190 New
ASN
25
Advisory Services Network
Georgia
$476K – – –
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