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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

82 hedge funds and large institutions have $402M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 36 reducing their positions, and 6 closing their positions.

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
11
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$3.04M
2
PWA
2
Prairie Wealth Advisors
Nebraska
$2.49M
3
IWM
3
IMG Wealth Management
Florida
$1.85M
4
KAS
4
Kestra Advisory Services
Texas
$1.49M
5
WTFG
5
Wood Tarver Financial Group
Idaho
$632K

Top Sellers

1
TWM
1
Tradition Wealth Management
Minnesota
$331K
2
WFAG
2
Worth Financial Advisory Group
North Carolina
$0
3
Jane Street
3
Jane Street
New York
$471K
4
SB
4
Strategic Blueprint
Georgia
$5.3M
5
NFG
5
Nations Financial Group
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
CoreCap Advisors
Michigan
$324K 8,310 -842 -9%
AAS
52
Avantax Advisory Services
Texas
$301K 7,727 – –
TF
53
Trek Financial
Arizona
$295K 7,571 -348 -4%
RA
54
RFG Advisory
Alabama
$269K 6,896 -10,174 -60%
AWS
55
Atria Wealth Solutions
New York
$268K 6,891 – –
VBFP
56
Valtinson Bruner Financial Planning
Minnesota
$219K 5,626 -69 -1%
VWA
57
Visionary Wealth Advisors
Illinois
$218K 5,600 – –
FA
58
FC Advisory
Pennsylvania
$217K 5,580 +5,580 New
DFA
59
DHJJ Financial Advisors
Illinois
$204K 5,248 -1,015 -16%
OCM
60
Orion Capital Management
California
$155K 3,983 +3,983 New
Barclays
61
Barclays
United Kingdom
$148K 3,800 +3,748 +7,208%
Morgan Stanley
62
Morgan Stanley
New York
$143K 3,675 – –
AWM
63
AE Wealth Management
Kansas
$133K 3,423 +3,423 New
SFG
64
Stonebridge Financial Group
Pennsylvania
$128K 3,290 +3,290 New
SPIA
65
Steward Partners Investment Advisory
New York
$102K 2,618 – –
SS
66
Sunbelt Securities
Texas
$96.3K 2,475 – –
PS
67
Principal Securities
Iowa
$93.2K 2,392 -50 -2%
SWM
68
Sugarloaf Wealth Management
Georgia
$66.2K 1,700 – –
AAP
69
Arax Advisory Partners
Colorado
$46.7K 1,200 +385 +47%
CAL
70
Capital Analysts LLC
Pennsylvania
$43K 1,095 – –
AIC
71
Archer Investment Corporation
Indiana
$41.2K 1,057 -566 -35%
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$39K 1,000 – –
Wells Fargo
73
Wells Fargo
California
$30.3K 779 – –
CFGS
74
Concourse Financial Group Securities
Alabama
$24.2K 613 +241 +65%
PWA
75
Physician Wealth Advisors
Utah
$22.8K 586 +586 New
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