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Innovator US Equity Ultra Buffer ETF April
UAPR

Overview Fund Activity

57 hedge funds and large institutions have $51.4M invested in Innovator US Equity Ultra Buffer ETF April in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
8
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.15M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$776K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.2M
4
FIA
4
Foundations Investment Advisors
Arizona
$688K
5
MOS
5
MGO One Seven
Ohio
$525K

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.7M
2
MAM
2
Milestone Asset Management
Pennsylvania
$697K
3
SIA
3
Soltis Investment Advisors
Utah
$615K
4
HCM
4
Hudson Capital Management
New Jersey
$0
5
RFWA
5
RPg Family Wealth Advisory
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.06M 196,403 -1,200 -0.6%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.52M 175,436 -11,983 -6%
PCA
3
Prosperity Capital Advisors
Ohio
$3.19M 123,700 +11,011 +10%
AWM
4
AE Wealth Management
Kansas
$2.71M 105,203 +4,958 +5%
WFAG
5
Worth Financial Advisory Group
North Carolina
$2.46M 95,600 – –
KWM
6
KFG Wealth Management
Indiana
$2.25M 87,444 -1,420 -2%
CFCI
7
Comprehensive Financial Consultants Institutional
Indiana
$2.2M 85,468 -6,611 -7%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$2.15M 83,583 +83,583 New
SB
9
Strategic Blueprint
Georgia
$2M 77,507 -41,786 -35%
BCM
10
Brookstone Capital Management
Illinois
$1.7M 65,840 -497,781 -88%
WIA
11
World Investment Advisors
California
$1.69M 65,525 -2,000 -3%
TWM
12
TriaGen Wealth Management
California
$1.54M 59,933 +2,591 +5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.43M 55,304 -588 -1%
Truist Financial
14
Truist Financial
North Carolina
$1.42M 54,994 -1,259 -2%
AIC
15
Archer Investment Corporation
Indiana
$1.41M 54,542 -4,553 -8%
CA
16
Cetera Advisors
Colorado
$1.27M 49,176 -17,203 -26%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.2M 46,671 +28,603 +158%
KWM
18
Kingsview Wealth Management
Oregon
$1.09M 42,322 -981 -2%
CF
19
Centaurus Financial
California
$847K 32,891 -111 -0.3%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$835K 32,400 – –
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$776K 30,110 +30,110 New
AAS
22
Avantax Advisory Services
Texas
$719K 27,900 -3,442 -11%
MAM
23
Milestone Asset Management
Pennsylvania
$697K 27,041 -455,162 -94%
FIA
24
Foundations Investment Advisors
Arizona
$688K 26,701 +26,701 New
SIA
25
Soltis Investment Advisors
Utah
$615K 23,863 -396,142 -94%
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