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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

86 hedge funds and large institutions have $103M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
15
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Prosperity Capital Advisors
Ohio
$5.63M
2
FA
2
Fermata Advisors
California
$19.9M
3
SAG
3
SageView Advisory Group
California
$1.06M
4
HF
4
HRT Financial
New York
$421K
5
RJA
5
Raymond James & Associates
Florida
$1.55M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.96M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.07M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.65M
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
DIM
5
Delta Investment Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TF
51
Trek Financial
Arizona
$306K 8,239 – –
AAS
52
Avantax Advisory Services
Texas
$299K 8,047 -70 -0.9%
Jane Street
53
Jane Street
New York
$298K 8,037 -16,724 -68%
SPIA
54
Steward Partners Investment Advisory
New York
$296K 7,972 -796 -9%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$293K 7,842 +2,087 +36%
WFPG
56
Waller Financial Planning Group
Ohio
$282K 7,608 +7,608 New
MSFS
57
Main Street Financial Solutions
Pennsylvania
$271K 7,300 -1,500 -17%
AWS
58
Atria Wealth Solutions
New York
$256K 6,891 – –
CA
59
CoreCap Advisors
Michigan
$249K 6,719 +912 +16%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$239K 6,440 +1,119 +21%
DFA
61
DHJJ Financial Advisors
Illinois
$232K 6,263 – –
MAM
62
Milestone Asset Management
Pennsylvania
$226K 6,100 – –
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$223K 6,021 +4,950 +462%
KWM
64
Kingsview Wealth Management
Oregon
$216K 5,833 -2,779 -32%
VBFP
65
Valtinson Bruner Financial Planning
Minnesota
$211K 5,695 – –
VWA
66
Visionary Wealth Advisors
Illinois
$208K 5,600 – –
OCM
67
Orion Capital Management
California
$192K 5,183 – –
IA
68
IFP Advisors
Florida
$154K 4,137 -8,649 -68%
CB
69
Chris Bulman
California
$117K 3,154 +3,154 New
SS
70
Sunbelt Securities
Texas
$91.8K 2,475 -140 -5%
PS
71
Principal Securities
Iowa
$90.6K 2,442 – –
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$84.1K 2,265 +1,649 +268%
Morgan Stanley
73
Morgan Stanley
New York
$80.7K 2,175 – –
SWM
74
Sugarloaf Wealth Management
Georgia
$63.1K 1,700 – –
TWP
75
Triad Wealth Partners
Kansas
$55.7K 1,502 +1,502 New
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3
4