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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

76 hedge funds and large institutions have $74.2M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 24 closing their positions.

Holders
76
Holders Change
-12
Holders Change %
-13.64%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
17
Reduced
25
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$2.52M
2
PCA
2
Prosperity Capital Advisors
Ohio
$3.3M
3
CF
3
Centaurus Financial
California
$1.36M
4
CA
4
Cetera Advisors
Colorado
$2.36M
5
Citadel Advisors
5
Citadel Advisors
Florida
$416K

Top Sellers

1
AIA
1
Acute Investment Advisory
Arizona
$0
2
BCM
2
Brookstone Capital Management
Illinois
$350K
3
W
3
Wealthquest
Ohio
$0
4
MW
4
MBL Wealth
North Carolina
$0
5
OMC
5
Old Mission Capital
Illinois
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
SEP
26
Southland Equity Partners
Missouri
$609K 19,595 -229 -1%
RJA
27
Raymond James & Associates
Florida
$609K 19,590 – –
CPIG
28
Chicago Partners Investment Group
Illinois
$575K 18,358 – –
HI
29
Harbour Investments
Wisconsin
$566K 18,191 +7,344 +68%
IA
30
IFP Advisors
Florida
$536K 21,235 -47,983 -69%
LPL Financial
31
LPL Financial
California
$505K 16,227 +47 +0.3%
JSL
32
JT Stratford LLC
Georgia
$490K 15,765 – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$459K 14,757 -22,035 -60%
DI
34
Diligent Investors
California
$432K 13,890 – –
DIA
35
Dana Investment Advisors
Wisconsin
$424K 13,632 -10,209 -43%
Citadel Advisors
36
Citadel Advisors
Florida
$416K 13,382 +13,382 New
AFP
37
Ausdal Financial Partners
Iowa
$416K 13,376 – –
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$376K 12,080 +2,640 +28%
VA
39
Valmark Advisers
Ohio
$364K 11,720 -650 -5%
EWM
40
Elmwood Wealth Management
California
$358K 11,500 – –
BFC
41
Bedel Financial Consulting
Indiana
$353K 11,349 -393 -3%
4WM
42
4J Wealth Management
Virginia
$353K 11,347 -104 -0.9%
BCM
43
Brookstone Capital Management
Illinois
$350K 11,174 -334,622 -97%
AAS
44
Avantax Advisory Services
Texas
$346K 11,133 +11,133 New
SPC
45
Sigma Planning Corp
Michigan
$341K 10,961 +10,961 New
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$331K 10,650 +10,650 New
OCM
47
Orion Capital Management
California
$326K 10,478 -2,787 -21%
WKSWA
48
White Knight Strategic Wealth Advisors
New Jersey
$323K 10,399 -5,251 -34%
XF
49
XML Financial
Maryland
$313K 10,073 – –
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$311K 10,000 – –
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