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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 %
MML Investors Services
51
MML Investors Services
Massachusetts
$214K 6,224 +48 +0.8%
TF
52
Trek Financial
Arizona
$203K 5,904 +5,904 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$186K 5,398 +5,398 New
OCM
54
Orion Capital Management
California
$178K 5,183 – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$167K 4,854 -2,490 -34%
SS
56
Sunbelt Securities
Texas
$90K 2,615 -1,000 -28%
PS
57
Principal Securities
Iowa
$76.4K 2,218 +2,218 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$72K 2,101 +2,101 New
SWM
59
Sugarloaf Wealth Management
Georgia
$58.5K 1,700 – –
CAL
60
Capital Analysts LLC
Pennsylvania
$38K 1,095 – –
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$34.4K 1,000 – –
AAP
62
Arax Advisory Partners
Colorado
$29.5K 856 -72 -8%
SAG
63
SageView Advisory Group
California
$28.5K 1,000,227 +1,000,227 New
CP
64
Castleview Partners
Texas
$22.4K 651 +411 +171%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$21.2K 616 -3,248 -84%
BWM
66
Baystate Wealth Management
Massachusetts
$14K 406 – –
NS
67
NBC Securities
Alabama
$5K 166 +166 New
LFG
68
Larson Financial Group
Missouri
$2.17K 63 – –
AF
69
Allworth Financial
California
$310 9 – –
OMC
70
Old Mission Capital
Illinois
– – -16,688 Closed
Citadel Advisors
71
Citadel Advisors
Florida
– – -14,760 Closed
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
– – -13,725 Closed
AFP
73
Ausdal Financial Partners
Iowa
– – -13,376 Closed
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
– – -10,000 Closed
4WM
75
4J Wealth Management
Virginia
– – -7,897 Closed
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