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Innovator US Equity Ultra Buffer ETF February
UFEB

Overview Fund Activity

89 hedge funds and large institutions have $237M invested in Innovator US Equity Ultra Buffer ETF February in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
26
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 Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$59.5M +$1.6M +46,744 +3%
TPW
2
Talon Private Wealth
Florida
$34.7M +$218K +6,353 +0.6%
HighTower Advisors
3
HighTower Advisors
Illinois
$33.2M +$25.3M +735,980 +316%
KWM
4
KFG Wealth Management
Indiana
$14.9M +$4.33M +126,212 +41%
PCA
5
Prosperity Capital Advisors
Ohio
$5.11M +$459K +13,368 +10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.86M +$75.6K +2,204 +2%
Truist Financial
7
Truist Financial
North Carolina
$4.8M -$157K -4,580 -3%
AI
8
Atria Investments
North Carolina
$3.78M +$162K +4,711 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.78M +$672K +19,579 +22%
WIA
10
World Investment Advisors
California
$3.76M +$3.76M +109,450 New
IWM
11
IHT Wealth Management
Illinois
$3.62M -$801K -23,348 -18%
IA
12
IFP Advisors
Florida
$3.39M +$3.39M +98,680 New
MML Investors Services
13
MML Investors Services
Massachusetts
$3.38M +$1.42M +41,472 +73%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.31M +$2.08M +60,701 +169%
PA
15
PFG Advisors
Arizona
$2.98M +$2.24M +65,248 +303%
PAS
16
PKS Advisory Services
New York
$2.97M +$55.9K +1,630 +2%
TF
17
Trek Financial
Arizona
$2.92M +$2.14M +62,433 +275%
SWM
18
Spire Wealth Management
Virginia
$2.83M -$112K -3,260 -4%
SWA
19
Stratos Wealth Advisors
Ohio
$2.6M +$1.7M +49,598 +189%
SB
20
Strategic Blueprint
Georgia
$2.47M +$1.32M +38,502 +115%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.41M -$2.31M -69,228 -49%
TAP
22
Tounjian Advisory Partners
Florida
$2.37M – – –
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.11M -$445K -12,968 -17%
CVA
24
Central Valley Advisors
California
$1.98M -$86.9K -2,533 -4%
BFG
25
Berger Financial Group
Minnesota
$1.96M +$368K +10,733 +23%
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