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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 %
SAG
26
SageView Advisory Group
California
$1.51M 43,261 – –
MA
27
Mutual Advisors
Nebraska
$1.37M 39,433 -817 -2%
LPL Financial
28
LPL Financial
California
$1.34M 39,070 +18,952 +94%
FFS
29
Founders Financial Securities
Maryland
$1.15M 33,625 +1,524 +5%
BIM
30
Bullseye Investment Management
Ohio
$1.15M 35,520 – –
KAS
31
Kestra Advisory Services
Texas
$1.1M 32,117 -200 -0.6%
CF
32
Crosspoint Financial
California
$1.07M 31,141 – –
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$909K 26,495 +4,225 +19%
FFG
34
Fiduciary Financial Group
California
$892K 26,025 +332 +1%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$860K 24,940 -16,728 -40%
AIC
36
Archer Investment Corporation
Indiana
$840K 24,489 +3,678 +18%
CFCI
37
Comprehensive Financial Consultants Institutional
Indiana
$807K 23,506 -16 -0.1%
AF
38
Advisornet Financial
Minnesota
$706K 20,570 -45 -0.2%
OMC
39
Old Mission Capital
Illinois
$692K 20,172 +20,172 New
BPA
40
Beacon Pointe Advisors
California
$633K 18,450 -2,500 -12%
EWM
41
Evolution Wealth Management
Florida
$621K 18,102 +18,102 New
CWG
42
Cornerstone Wealth Group
North Carolina
$540K 15,737 – –
NA
43
NewEdge Advisors
Louisiana
$527K 15,372 -3,885 -20%
IWM
44
IMG Wealth Management
Florida
$494K 14,410 +1,443 +11%
Raymond James Financial
45
Raymond James Financial
Florida
$465K 13,564 +3,140 +30%
CRWM
46
Castle Rock Wealth Management
California
$454K 13,097 -379 -3%
MW
47
Maia Wealth
Colorado
$412K 12,007 -97 -0.8%
AWA
48
Arete Wealth Advisors
Illinois
$409K 11,922 +478 +4%
AWA
49
Arkadios Wealth Advisors
Georgia
$367K 10,683 -14 -0.1%
AFP
50
Ausdal Financial Partners
Iowa
$358K 10,429 – –
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