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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

69 hedge funds and large institutions have $58.6M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
10
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$1.42M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$447K
3
TC
3
TownSquare Capital
Utah
$405K
4
FIA
4
Foundations Investment Advisors
Arizona
$295K
5
CA
5
Continuum Advisory
Idaho
$292K

Top Sellers

1
DLHL
1
Donald L. Hagan LLC
Florida
$351K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.9M
3
AWA
3
Arete Wealth Advisors
Illinois
$0
4
SB
4
Strategic Blueprint
Georgia
$11.1M
5
SAG
5
SageView Advisory Group
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$447K 13,725 +13,725 New
CPIG
27
Chicago Partners Investment Group
Illinois
$439K 13,612 -4,746 -26%
AFP
28
Ausdal Financial Partners
Iowa
$436K 13,376 – –
BCM
29
Brookstone Capital Management
Illinois
$432K 13,236 +1,790 +16%
TC
30
TownSquare Capital
Utah
$405K 12,430 +12,430 New
VA
31
Valmark Advisers
Ohio
$382K 11,720 – –
SWM
32
Spire Wealth Management
Virginia
$370K 11,349 -1 -0%
AAS
33
Avantax Advisory Services
Texas
$361K 11,082 +169 +2%
DLHL
34
Donald L. Hagan LLC
Florida
$351K 10,787 -85,600 -89%
XF
35
XML Financial
Maryland
$341K 10,458 +385 +4%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$326K 10,000 – –
BFC
37
Bedel Financial Consulting
Indiana
$316K 9,708 -95 -1%
KWM
38
Kingsview Wealth Management
Oregon
$301K 9,257 -1,421 -13%
FIA
39
Foundations Investment Advisors
Arizona
$295K 9,063 +9,063 New
MAM
40
Milestone Asset Management
Pennsylvania
$295K 9,063 – –
IA
41
IFP Advisors
Florida
$295K 9,059 +1,745 +24%
CA
42
Continuum Advisory
Idaho
$292K 8,955 +8,955 New
DIM
43
Delta Investment Management
California
$287K 8,807 – –
MSFS
44
Main Street Financial Solutions
Pennsylvania
$287K 8,800 – –
MCC
45
Money Concepts Capital
Florida
$275K 8,447 – –
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$270K 8,285 +1,960 +31%
PFG
47
Prosperity Financial Group
California
$261K 8,009 -350 -4%
4WM
48
4J Wealth Management
Virginia
$257K 7,897 -3,450 -30%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$239K 7,344 -972 -12%
AWS
50
Atria Wealth Solutions
New York
$227K 6,958 – –
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