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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

87 hedge funds and large institutions have $130M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
21
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Fermata Advisors
California
$18M
2
BCM
2
Brookstone Capital Management
Illinois
$16.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.59M
4
MOS
4
MGO One Seven
Ohio
$5.64M
5
TWM
5
Tradition Wealth Management
Minnesota
$3.92M

Top Sellers

1
CF
1
Centaurus Financial
California
$0
2
CA
2
Continuum Advisory
Idaho
$315K
3
TC
3
TownSquare Capital
Utah
$0
4
SB
4
Strategic Blueprint
Georgia
$5.96M
5
FIA
5
Foundations Investment Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$359K 9,954 +9,954 New
BFC
52
Bedel Financial Consulting
Indiana
$344K 9,521 -187 -2%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$320K 8,865 +185 +2%
MSFS
54
Main Street Financial Solutions
Pennsylvania
$318K 8,800 – –
SPIA
55
Steward Partners Investment Advisory
New York
$317K 8,768 +8,768 New
CA
56
Continuum Advisory
Idaho
$315K 8,718 -17,131 -66%
KWM
57
Kingsview Wealth Management
Oregon
$311K 8,612 -333 -4%
W
58
WorthPointe
California
$299K 8,269 +8,269 New
TF
59
Trek Financial
Arizona
$297K 8,239 +2,335 +40%
AAS
60
Avantax Advisory Services
Texas
$293K 8,117 -399 -5%
SPC
61
Sigma Planning Corp
Michigan
$292K 8,090 +8,090 New
PFG
62
Prosperity Financial Group
California
$289K 8,009 – –
AWS
63
Atria Wealth Solutions
New York
$249K 6,891 – –
CVA
64
Central Valley Advisors
California
$233K 6,467 +6,467 New
DFA
65
DHJJ Financial Advisors
Illinois
$226K 6,263 – –
MAM
66
Milestone Asset Management
Pennsylvania
$220K 6,100 -3,005 -33%
CA
67
CoreCap Advisors
Michigan
$210K 5,807 +5,807 New
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$208K 5,755 -3,225 -36%
VBFP
69
Valtinson Bruner Financial Planning
Minnesota
$206K 5,695 +5,695 New
VWA
70
Visionary Wealth Advisors
Illinois
$202K 5,600 -1,000 -15%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$192K 5,321 +467 +10%
OCM
72
Orion Capital Management
California
$187K 5,183 – –
SS
73
Sunbelt Securities
Texas
$94.4K 2,615 – –
PS
74
Principal Securities
Iowa
$88.2K 2,442 +224 +10%
Morgan Stanley
75
Morgan Stanley
New York
$78.5K 2,175 -5,475 -72%
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