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Innovator US Equity Ultra Buffer ETF April
UAPR

Overview Fund Activity

59 hedge funds and large institutions have $50.1M invested in Innovator US Equity Ultra Buffer ETF April in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
Tradition Wealth Management
Minnesota
$8.23M
2
MOS
2
MGO One Seven
Ohio
$2.82M
3
KAS
3
Kestra Advisory Services
Texas
$1.27M
4
AWM
4
Alterna Wealth Management
Texas
$585K
5
YAL
5
Your Advocates Ltd
Texas
$500K

Top Sellers

1
WFAG
1
Worth Financial Advisory Group
North Carolina
$270K
2
CFCI
2
Comprehensive Financial Consultants Institutional
Indiana
$0
3
TWM
3
TriaGen Wealth Management
California
$0
4
FIA
4
Foundations Investment Advisors
Arizona
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
1
Tradition Wealth Management
Minnesota
$8.23M 292,221 +292,221 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.94M 210,873 -2,615 -1%
PCA
3
Prosperity Capital Advisors
Ohio
$3.65M 129,729 -8,065 -6%
MOS
4
MGO One Seven
Ohio
$2.82M 100,000 +78,128 +357%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.7M 95,861 -22,837 -19%
KWM
6
KFG Wealth Management
Indiana
$2.63M 93,561 +11,695 +14%
WIA
7
World Investment Advisors
California
$2.03M 72,125 +6,100 +9%
Truist Financial
8
Truist Financial
North Carolina
$1.58M 56,273 +3,020 +6%
SB
9
Strategic Blueprint
Georgia
$1.57M 55,680 -3,321 -6%
BCM
10
Brookstone Capital Management
Illinois
$1.48M 52,394 -2,581 -5%
KAS
11
Kestra Advisory Services
Texas
$1.27M 44,954 +35,011 +352%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.2M 42,498 -5,274 -11%
DIM
13
Delta Investment Management
California
$915K 32,486 +11,308 +53%
LPL Financial
14
LPL Financial
California
$866K 30,756 +13,174 +75%
AIC
15
Archer Investment Corporation
Indiana
$831K 29,494 +556 +2%
CF
16
Centaurus Financial
California
$811K 28,784 -2,787 -9%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$729K 25,873 +16,677 +181%
BFWM
18
Bright Futures Wealth Management
New York
$587K 20,196 +20,196 New
AWM
19
Alterna Wealth Management
Texas
$585K 20,780 +20,780 New
BWM
20
BCS Wealth Management
Tennessee
$532K 18,875 – –
YAL
21
Your Advocates Ltd
Texas
$500K 17,743 +17,743 New
SIA
22
Soltis Investment Advisors
Utah
$488K 17,336 -3,376 -16%
CCAL
23
City Center Advisors LLC
Michigan
$474K 16,820 +16,820 New
MAM
24
Milestone Asset Management
Pennsylvania
$465K 16,502 -7,089 -30%
CA
25
Cetera Advisors
Colorado
$446K 15,850 -20,673 -57%
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