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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

101 hedge funds and large institutions have $202M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
30
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$2.98M
2
BCM
Brookstone Capital Management
Illinois
$60.3M
3
CA
Clearstead Advisors
Ohio
$4.71M
4
BCI
Brinker Capital Investments
Pennsylvania
$1.61M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.18M

Top Sellers

1
FA
Fermata Advisors
California
$2.42M
2
MOS
MGO One Seven
Ohio
$3.23M
3
OMC
Old Mission Capital
Illinois
$583K
4
IWM
IHT Wealth Management
Illinois
$3.01M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
51
Valmark Advisers
Ohio
$474K – – –
RA
52
RFG Advisory
Alabama
$460K -$73.6K -1,819 -14%
CPIG
53
Chicago Partners Investment Group
Illinois
$454K – – –
AWA
54
Arkadios Wealth Advisors
Georgia
$442K +$13.5K +333 +3%
W
55
WorthPointe
California
$426K +$30.4K +752 +8%
TAP
56
Tounjian Advisory Partners
Florida
$410K – – –
CA
57
Continuum Advisory
Idaho
$392K – – –
BFC
58
Bedel Financial Consulting
Indiana
$373K – – –
HI
59
Harbour Investments
Wisconsin
$349K -$119K -2,938 -25%
XF
60
XML Financial
Maryland
$339K – – –
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$317K – – –
TWM
62
Tradition Wealth Management
Minnesota
$311K -$5.91K -146 -2%
AAS
63
Avantax Advisory Services
Texas
$301K – – –
TC
64
TownSquare Capital
Utah
$283K -$64.1K -1,585 -18%
CB
65
Chris Bulman
California
$280K +$280K +6,912 New
SWP
66
Sagespring Wealth Partners
Tennessee
$270K +$270K +6,674 New
ASN
67
Advisory Services Network
Georgia
$262K – – –
TWP
68
Triad Wealth Partners
Kansas
$254K +$254K +6,280 New
CIA
69
Concurrent Investment Advisors
Florida
$239K +$239K +5,900 New
VBFP
70
Valtinson Bruner Financial Planning
Minnesota
$228K – – –
VWA
71
Visionary Wealth Advisors
Illinois
$227K – – –
LWM
72
Lakeridge Wealth Management
Ohio
$224K +$224K +5,526 New
MW
73
Maia Wealth
Colorado
$213K +$213K +5,268 New
XPN
74
XY Planning Network
Montana
$208K +$208K +5,153 New
EMAM
75
Encompass More Asset Management
California
$205K +$205K +5,058 New
1 2
3
4 5