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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

86 hedge funds and large institutions have $103M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
15
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Prosperity Capital Advisors
Ohio
$5.63M
2
FA
2
Fermata Advisors
California
$19.9M
3
SAG
3
SageView Advisory Group
California
$1.06M
4
HF
4
HRT Financial
New York
$421K
5
RJA
5
Raymond James & Associates
Florida
$1.55M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.96M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.07M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.65M
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
DIM
5
Delta Investment Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
Accurate Wealth Management
Florida
$946K 25,246 -3,728 -13%
NFG
27
Nations Financial Group
Iowa
$844K 22,751 +1,025 +5%
CAG
28
Compass Advisory Group
New York
$810K 21,836 -1,340 -6%
MWM
29
Maltin Wealth Management
New Jersey
$745K 20,063 – –
MW
30
MBL Wealth
North Carolina
$733K 19,755 -10,610 -35%
MCC
31
Money Concepts Capital
Florida
$714K 19,234 +2,679 +16%
KAS
32
Kestra Advisory Services
Texas
$709K 19,104 +1,870 +11%
SEP
33
Southland Equity Partners
Missouri
$694K 18,695 – –
CPIG
34
Chicago Partners Investment Group
Illinois
$651K 17,508 – –
RA
35
RFG Advisory
Alabama
$633K 17,070 -82 -0.5%
JSL
36
JT Stratford LLC
Georgia
$555K 14,945 -350 -2%
OMC
37
Old Mission Capital
Illinois
$517K 13,923 -4,396 -24%
DI
38
Diligent Investors
California
$515K 13,890 – –
AWA
39
Arete Wealth Advisors
Illinois
$501K 13,478 -15,560 -54%
CCAL
40
City Center Advisors LLC
Michigan
$481K 13,324 – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$458K 12,353 -1,198 -9%
HI
42
Harbour Investments
Wisconsin
$435K 11,728 -269 -2%
VA
43
Valmark Advisers
Ohio
$435K 11,720 – –
HF
44
HRT Financial
New York
$421K 11,371 +11,371 New
Citadel Advisors
45
Citadel Advisors
Florida
$415K 11,176 +1,222 +12%
Wolverine Trading
46
Wolverine Trading
Illinois
$367K 9,897 +9,897 New
XF
47
XML Financial
Maryland
$362K 9,766 -205 -2%
BFC
48
Bedel Financial Consulting
Indiana
$353K 9,521 – –
W
49
WorthPointe
California
$331K 8,921 +652 +8%
CA
50
Continuum Advisory
Idaho
$324K 8,718 – –
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