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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 %
WMS
51
Wealth Management Solutions
Pennsylvania
$300K 9,654 -168 -2%
MAM
52
Milestone Asset Management
Pennsylvania
$282K 9,063 +637 +8%
BAM
53
Belpointe Asset Management
Nevada
$274K 8,828 -3,381 -28%
DIM
54
Delta Investment Management
California
$274K 8,807 +8,807 New
MSFS
55
Main Street Financial Solutions
Pennsylvania
$274K 8,800 -3,500 -28%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$273K 8,784 +3,730 +74%
Wolverine Trading
57
Wolverine Trading
Illinois
$264K 8,550 +8,550 New
PFG
58
Prosperity Financial Group
California
$261K 8,386 – –
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$241K 7,767 +7,767 New
DFA
60
DHJJ Financial Advisors
Illinois
$224K 7,213 – –
TCM
61
Triumph Capital Management
Colorado
$207K 6,668 -31,952 -83%
VWA
62
Visionary Wealth Advisors
Illinois
$205K 6,600 -1,000 -13%
Morgan Stanley
63
Morgan Stanley
New York
$137K 4,400 – –
SS
64
Sunbelt Securities
Texas
$135K 4,380 +4,380 New
AAP
65
Arax Advisory Partners
Colorado
$94.1K 3,028 – –
SWM
66
Sugarloaf Wealth Management
Georgia
$52.9K 1,700 – –
WIM
67
WealthPlan Investment Management
Nebraska
$50.7K 1,630 +1,630 New
GTAM
68
Global Trust Asset Management
Florida
$40.4K 1,300 +1,300 New
CAL
69
Capital Analysts LLC
Pennsylvania
$34K 1,095 – –
BBPWM
70
Blue Bell Private Wealth Management
Pennsylvania
$31.1K 1,000 +1,000 New
UBS Group
71
UBS Group
Switzerland
$24.9K 802 -4,329 -84%
WP
72
WealthPLAN Partners
Nebraska
$21K 675 +675 New
BWM
73
Baystate Wealth Management
Massachusetts
$12.6K 406 – –
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$9.01K 289,890 -12,124 -4%
CP
75
Castleview Partners
Texas
$7.46K 240 – –
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3
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