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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

86 hedge funds and large institutions have $164M invested in Innovator US Equity Ultra Buffer ETF January in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 10 closing their positions.

Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
7
Increased
20
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
1
Compass Advisory Group
New York
$11.1M
2
OMC
2
Old Mission Capital
Illinois
$5.79M
3
BAM
3
Belpointe Asset Management
Nevada
$1.79M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.72M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$2.42M
2
BCM
2
Brookstone Capital Management
Illinois
$10.1M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.54M
4
MW
4
MBL Wealth
North Carolina
$3.69M
5
AWS
5
Atria Wealth Solutions
New York
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
26
Range Financial Group
Oregon
$1.36M -$8.08K -277 -0.6%
AWA
27
Arete Wealth Advisors
Illinois
$1.11M +$34.7K +1,189 +3%
AWS
28
Atria Wealth Solutions
New York
$1.11M -$3.52M -120,569 -76%
TCM
29
Triumph Capital Management
Colorado
$1.04M +$1.04M +35,533 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.02M +$300K +10,294 +42%
SAS
31
SMI Advisory Services
Indiana
$990K – – –
PWA
32
Pillar Wealth Advisors
Pennsylvania
$852K – – –
CA
33
Cetera Advisors
Colorado
$790K +$494K +16,937 +167%
PWM
34
Palumbo Wealth Management
New York
$786K +$1.55K +53 +0.2%
SAF
35
Smith Anglin Financial
Texas
$734K +$16.2K +554 +2%
DIA
36
Dana Investment Advisors
Wisconsin
$709K -$341K -11,682 -32%
MSFS
37
Main Street Financial Solutions
Pennsylvania
$607K – – –
SWM
38
Spire Wealth Management
Virginia
$589K – – –
SEP
39
Southland Equity Partners
Missouri
$579K – – –
LPL Financial
40
LPL Financial
California
$574K +$1.87K +64 +0.3%
RJA
41
Raymond James & Associates
Florida
$572K – – –
CPIG
42
Chicago Partners Investment Group
Illinois
$542K – – –
MML Investors Services
43
MML Investors Services
Massachusetts
$536K -$112K -3,820 -17%
EWM
44
Elmwood Wealth Management
California
$511K +$161K +5,500 +46%
WKSWA
45
White Knight Strategic Wealth Advisors
New Jersey
$510K -$11.2K -385 -2%
MWM
46
Maltin Wealth Management
New Jersey
$487K – – –
AA
47
Advisory Alpha
Michigan
$478K -$88.7K -3,039 -16%
WIA
48
World Investment Advisors
California
$476K – – –
JSL
49
JT Stratford LLC
Georgia
$460K – – –
WMS
50
Wealth Management Solutions
Pennsylvania
$421K +$186K +6,388 +80%
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