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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

69 hedge funds and large institutions have $56M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LIWM
1
Long Island Wealth Management
New York
$1.46M
2
PA
2
PFG Advisors
Arizona
$1.43M
3
AWA
3
Arete Wealth Advisors
Illinois
$1M
4
SWM
4
Spire Wealth Management
Virginia
$1.17M
5
CA
5
Continuum Advisory
Idaho
$890K

Top Sellers

1
SB
1
Strategic Blueprint
Georgia
$6.02M
2
AIC
2
Archer Investment Corporation
Indiana
$1.06M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.63M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.51M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JSL
26
JT Stratford LLC
Georgia
$543K 15,765 – –
LPL Financial
27
LPL Financial
California
$491K 14,247 -3,305 -19%
DI
28
Diligent Investors
California
$478K 13,890 – –
DIM
29
Delta Investment Management
California
$467K 13,554 +4,747 +54%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$450K 13,065 -1,724 -12%
BCM
31
Brookstone Capital Management
Illinois
$443K 12,859 -377 -3%
VA
32
Valmark Advisers
Ohio
$404K 11,720 – –
CAN
33
Cetera Advisor Networks
California
$388K 11,266 -2,925 -21%
DLHL
34
Donald L. Hagan LLC
Florida
$371K 10,787 – –
XF
35
XML Financial
Maryland
$360K 10,458 – –
BFC
36
Bedel Financial Consulting
Indiana
$334K 9,708 – –
FIA
37
Foundations Investment Advisors
Arizona
$318K 9,105 +42 +0.5%
MAM
38
Milestone Asset Management
Pennsylvania
$313K 9,105 +42 +0.5%
IA
39
IFP Advisors
Florida
$312K 9,059 – –
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$309K 8,980 +695 +8%
KWM
41
Kingsview Wealth Management
Oregon
$308K 8,945 -312 -3%
MSFS
42
Main Street Financial Solutions
Pennsylvania
$303K 8,800 – –
HI
43
Harbour Investments
Wisconsin
$299K 8,687 -5,059 -37%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$299K 8,680 +8,680 New
AAS
45
Avantax Advisory Services
Texas
$293K 8,516 -2,566 -23%
PFG
46
Prosperity Financial Group
California
$276K 8,009 – –
Morgan Stanley
47
Morgan Stanley
New York
$263K 7,650 +3,825 +100%
AWS
48
Atria Wealth Solutions
New York
$237K 6,891 -67 -1%
VWA
49
Visionary Wealth Advisors
Illinois
$227K 6,600 – –
DFA
50
DHJJ Financial Advisors
Illinois
$216K 6,263 – –
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