UAPR icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
KWA
1
Kellett Wealth Advisors
Ohio
$27.1M 932,032 +932,032 New
BCM
2
Brookstone Capital Management
Illinois
$19M 644,334 +591,940 +1,130%
AWM
3
AE Wealth Management
Kansas
$9.18M 315,987 +300,491 +1,939%
TWM
4
Tradition Wealth Management
Minnesota
$8.65M 298,045 +5,824 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.21M 282,750 +71,877 +34%
KWM
6
KFG Wealth Management
Indiana
$6.77M 233,042 +139,481 +149%
PCA
7
Prosperity Capital Advisors
Ohio
$5.29M 182,194 +52,465 +40%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.49M 154,696 +140,787 +1,012%
MOS
9
MGO One Seven
Ohio
$4.36M 149,977 +49,977 +50%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.21M 145,116 +49,255 +51%
BFG
11
Berger Financial Group
Minnesota
$3.32M 114,273 +114,273 New
Truist Financial
12
Truist Financial
North Carolina
$2.84M 97,896 +41,623 +74%
SWM
13
Spire Wealth Management
Virginia
$2.41M 82,951 +70,851 +586%
SB
14
Strategic Blueprint
Georgia
$2.31M 79,657 +23,977 +43%
TCM
15
Triumph Capital Management
Colorado
$2.28M 78,598 +78,598 New
WIA
16
World Investment Advisors
California
$2.07M 71,125 -1,000 -1%
CVA
17
Central Valley Advisors
California
$1.9M 27,482 +27,482 New
AAS
18
Ameritas Advisory Services
Nebraska
$1.72M 59,370 +59,370 New
AIC
19
Archer Investment Corporation
Indiana
$1.55M 53,238 +23,744 +81%
SAG
20
SageView Advisory Group
California
$1.51M 52,128 +52,128 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.51M 51,897 +9,399 +22%
KAS
22
Kestra Advisory Services
Texas
$1.42M 48,883 +3,929 +9%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.28M 44,220 +34,886 +374%
TF
24
Trek Financial
Arizona
$1.08M 37,331 +37,331 New
LPL Financial
25
LPL Financial
California
$871K 30,000 -756 -2%
1
2 3 4