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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 Market Value Shares Shares
Change 		Shares
Change %
OCM
51
Orion Capital Management
California
$411K 14,065 -3,085 -18%
SWP
52
Summit Wealth Partners
Florida
$407K 13,946 – –
TWM
53
TriaGen Wealth Management
California
$407K 13,952 +13,952 New
DI
54
Diligent Investors
California
$405K 13,890 – –
Wolverine Trading
55
Wolverine Trading
Illinois
$400K 13,677 +13,677 New
PCS
56
Personal CFO Solutions
New Jersey
$383K 13,122 -4,213 -24%
SCA
57
Southern Capital Advisors
Tennessee
$377K 12,927 -412 -3%
FA
58
Fermata Advisors
California
$367K 12,565 -7,125 -36%
VA
59
Valmark Advisers
Ohio
$361K 12,370 – –
BFC
60
Bedel Financial Consulting
Indiana
$357K 12,089 -1,212 -9%
MA
61
MAS Advisors
Florida
$346K 11,851 +11,851 New
4WM
62
4J Wealth Management
Virginia
$334K 11,451 +862 +8%
ASN
63
Advisory Services Network
Georgia
$331K 11,330 -213 -2%
HI
64
Harbour Investments
Wisconsin
$316K 10,847 – –
VWA
65
Visionary Wealth Advisors
Illinois
$306K 10,500 -175 -2%
XF
66
XML Financial
Maryland
$294K 10,073 – –
AW
67
ACG Wealth
Georgia
$292K 10,000 – –
MFGM
68
Marshall Financial Group (Maryland)
Maryland
$280K 9,590 – –
AWM
69
AE Wealth Management
Kansas
$279K 9,573 -2,024 -17%
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$276K 9,440 – –
Citadel Advisors
71
Citadel Advisors
Florida
$273K 9,359 -18,590 -67%
ML
72
McAdam LLC
Pennsylvania
$244K 8,370 +8,370 New
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$241K 8,264 +8,264 New
W
74
WorthPointe
California
$237K 8,113 – –
DFA
75
DHJJ Financial Advisors
Illinois
$231K 7,897 -1,390 -15%
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