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Innovator US Equity Ultra Buffer ETF February
UFEB

Overview Fund Activity

88 hedge funds and large institutions have $236M invested in Innovator US Equity Ultra Buffer ETF February in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
25
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$33.2M
2
KWM
2
KFG Wealth Management
Indiana
$14.9M
3
WIA
3
World Investment Advisors
California
$3.76M
4
IA
4
IFP Advisors
Florida
$3.39M
5
PA
5
PFG Advisors
Arizona
$2.98M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.41M
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
IWM
3
IHT Wealth Management
Illinois
$3.62M
4
WTFG
4
Wood Tarver Financial Group
Idaho
$146K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$860K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$59.5M 1,732,839 +46,744 +3%
TPW
2
Talon Private Wealth
Florida
$34.7M 1,012,788 +6,353 +0.6%
HighTower Advisors
3
HighTower Advisors
Illinois
$33.2M 968,724 +735,980 +316%
KWM
4
KFG Wealth Management
Indiana
$14.9M 434,957 +126,212 +41%
PCA
5
Prosperity Capital Advisors
Ohio
$5.11M 148,837 +13,368 +10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.86M 141,524 +2,204 +2%
Truist Financial
7
Truist Financial
North Carolina
$4.8M 139,913 -4,580 -3%
AI
8
Atria Investments
North Carolina
$3.78M 110,097 +4,711 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.78M 110,071 +19,579 +22%
WIA
10
World Investment Advisors
California
$3.76M 109,450 +109,450 New
IWM
11
IHT Wealth Management
Illinois
$3.62M 105,473 -23,348 -18%
IA
12
IFP Advisors
Florida
$3.39M 98,680 +98,680 New
MML Investors Services
13
MML Investors Services
Massachusetts
$3.38M 98,496 +41,472 +73%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.31M 96,540 +60,701 +169%
PA
15
PFG Advisors
Arizona
$2.98M 86,816 +65,248 +303%
PAS
16
PKS Advisory Services
New York
$2.97M 86,503 +1,630 +2%
TF
17
Trek Financial
Arizona
$2.92M 85,104 +62,433 +275%
SWM
18
Spire Wealth Management
Virginia
$2.83M 82,460 -3,260 -4%
SWA
19
Stratos Wealth Advisors
Ohio
$2.6M 75,896 +49,598 +189%
SB
20
Strategic Blueprint
Georgia
$2.47M 71,889 +38,502 +115%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.41M 71,979 -69,228 -49%
TAP
22
Tounjian Advisory Partners
Florida
$2.37M 73,290 – –
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.11M 61,510 -12,968 -17%
CVA
24
Central Valley Advisors
California
$1.98M 57,625 -2,533 -4%
BFG
25
Berger Financial Group
Minnesota
$1.96M 57,159 +10,733 +23%
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