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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

95 hedge funds and large institutions have $202M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+13
Holders Change %
+15.85%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
28
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$53.4M
2
TPW
Talon Private Wealth
Florida
+$32.5M
3
IWM
IHT Wealth Management
Illinois
+$3.56M
4
CA
Clearstead Advisors
Ohio
+$3.06M
5
LF
Lantz Financial
Illinois
+$2.01M

Top Sellers

1
FA
Fermata Advisors
California
-$1.59M
2
Raymond James Financial
Raymond James Financial
Florida
-$1.54M
3
MCC
Money Concepts Capital
Florida
-$385K
4
AWS
Atria Wealth Solutions
New York
-$268K
5
CPIG
Chicago Partners Investment Group
Illinois
-$247K
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
51
Valmark Advisers
Ohio
$447K – – –
HI
52
Harbour Investments
Wisconsin
$441K +$22.4K +587 +5%
CPIG
53
Chicago Partners Investment Group
Illinois
$424K -$247K -6,435 -37%
TAP
54
Tounjian Advisory Partners
Florida
$410K +$410K +10,758 New
AWA
55
Arkadios Wealth Advisors
Georgia
$404K +$404K +10,582 New
Jane Street
56
Jane Street
New York
$374K -$87.5K -2,294 -19%
W
57
WorthPointe
California
$373K +$373K +9,780 New
CA
58
Continuum Advisory
Idaho
$370K – – –
BFC
59
Bedel Financial Consulting
Indiana
$353K -$7.62K -199 -2%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$339K -$240K -6,302 -42%
TC
61
TownSquare Capital
Utah
$328K +$5.15K +135 +2%
XF
62
XML Financial
Maryland
$320K -$2.02K -53 -0.6%
VCM
63
Virtue Capital Management
Tennessee
$317K +$317K +8,300 New
TWM
64
Tradition Wealth Management
Minnesota
$299K -$24.5K -643 -8%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$299K – – –
AAS
66
Avantax Advisory Services
Texas
$284K -$11.2K -293 -4%
NA
67
Novus Advisors
South Carolina
$267K +$267K +6,996 New
ASN
68
Advisory Services Network
Georgia
$244K +$244K +6,392 New
BEI
69
Benjamin Edwards Inc
Missouri
$242K +$242K +6,348 New
FA
70
FC Advisory
Pennsylvania
$223K +$9.73K +255 +5%
VBFP
71
Valtinson Bruner Financial Planning
Minnesota
$215K – – –
VWA
72
Visionary Wealth Advisors
Illinois
$214K – – –
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$159K +$150K +3,923 +1,601%
CA
74
CoreCap Advisors
Michigan
$154K -$163K -4,283 -52%
OCM
75
Orion Capital Management
California
$152K – – –
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3
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