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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 %
VWA
51
Visionary Wealth Advisors
Illinois
$215K 6,600 – –
DFA
52
DHJJ Financial Advisors
Illinois
$204K 6,263 -340 -5%
MML Investors Services
53
MML Investors Services
Massachusetts
$201K 6,176 -1,268 -17%
OCM
54
Orion Capital Management
California
$169K 5,183 +5,183 New
Morgan Stanley
55
Morgan Stanley
New York
$125K 3,825 – –
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$119K 3,864 +3,140 +434%
SS
57
Sunbelt Securities
Texas
$118K 3,615 – –
SWM
58
Sugarloaf Wealth Management
Georgia
$55.4K 1,700 – –
UBS Group
59
UBS Group
Switzerland
$42.9K 1,318 +450 +52%
CAL
60
Capital Analysts LLC
Pennsylvania
$36K 1,095 – –
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$32.6K 1,000 – –
AAP
62
Arax Advisory Partners
Colorado
$30.2K 928 -2,100 -69%
AWA
63
Authentikos Wealth Advisory
California
$13.6K 419 +419 New
VAG
64
VisionPoint Advisory Group
Texas
$13.4K 411 +411 New
BWM
65
Baystate Wealth Management
Massachusetts
$13.2K 406 – –
CP
66
Castleview Partners
Texas
$7.82K 240 – –
LF
67
Lee Financial
Texas
$2.09K 64 +64 New
LFG
68
Larson Financial Group
Missouri
$2.05K 63 – –
AF
69
Allworth Financial
California
$294 9 – –
AWA
70
Arete Wealth Advisors
Illinois
– – -33,066 Closed
SAG
71
SageView Advisory Group
California
– – -26,509 Closed
Jane Street
72
Jane Street
New York
– – -17,072 Closed
EWM
73
Elmwood Wealth Management
California
– – -11,500 Closed
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
– – -10,650 Closed
WKSWA
75
White Knight Strategic Wealth Advisors
New Jersey
– – -7,522 Closed
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