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Innovator US Equity Ultra Buffer ETF April
UAPR

Overview Fund Activity

74 hedge funds and large institutions have $108M invested in Innovator US Equity Ultra Buffer ETF April in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
74
Holders Change
-6
Holders Change %
-7.5%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
11
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$20.7M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$1.04M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$270K
4
VWA
4
Visionary Wealth Advisors
Illinois
$201K
5
PCA
5
Prosperity Capital Advisors
Ohio
$5.7M

Top Sellers

1
KWA
1
Kellett Wealth Advisors
Ohio
$2.33M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.35M
3
SAG
3
SageView Advisory Group
California
$0
4
AAS
4
Ameritas Advisory Services
Nebraska
$313K
5
AIC
5
Archer Investment Corporation
Indiana
$207K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$20.7M 685,962 +41,628 +6%
AWM
2
AE Wealth Management
Kansas
$9.42M 312,023 -3,964 -1%
TWM
3
Tradition Wealth Management
Minnesota
$8.93M 295,547 -2,498 -0.8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.44M 279,313 -3,437 -1%
KWM
5
KFG Wealth Management
Indiana
$6.85M 226,752 -6,290 -3%
PCA
6
Prosperity Capital Advisors
Ohio
$5.7M 188,842 +6,648 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.39M 145,459 +343 +0.2%
MOS
8
MGO One Seven
Ohio
$3.92M 129,953 -20,024 -13%
BFG
9
Berger Financial Group
Minnesota
$3.52M 116,676 +2,403 +2%
Truist Financial
10
Truist Financial
North Carolina
$2.92M 96,532 -1,364 -1%
TCM
11
Triumph Capital Management
Colorado
$2.39M 79,022 +424 +0.5%
KWA
12
Kellett Wealth Advisors
Ohio
$2.33M 77,260 -854,772 -92%
SWM
13
Spire Wealth Management
Virginia
$2.15M 71,203 -11,748 -14%
WIA
14
World Investment Advisors
California
$2.12M 70,325 -800 -1%
SB
15
Strategic Blueprint
Georgia
$1.82M 60,266 -19,391 -24%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.35M 44,663 -110,033 -71%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.34M 44,396 +176 +0.4%
KAS
18
Kestra Advisory Services
Texas
$1.24M 41,037 -7,846 -16%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.08M 35,657 -16,240 -31%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$1.04M 34,405 +30,381 +755%
LPL Financial
21
LPL Financial
California
$889K 29,440 -560 -2%
TF
22
Trek Financial
Arizona
$793K 26,246 -11,085 -30%
RAS
23
RPS Advisory Solutions
Kentucky
$775K 25,655 -3,115 -11%
FFG
24
Fiduciary Financial Group
California
$731K 24,238 – –
CVA
25
Central Valley Advisors
California
$723K 23,924 -3,558 -13%
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