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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

90 hedge funds and large institutions have $182M invested in Innovator US Equity Ultra Buffer ETF January in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
90
Holders Change
+19
Holders Change %
+26.76%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
25
Increased
29
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$16.6M
2
RA
2
RFG Advisory
Alabama
$8.86M
3
W
3
Wealthquest
Ohio
$4.33M
4
CAG
4
Compass Advisory Group
New York
$6.58M
5
AWS
5
Atria Wealth Solutions
New York
$4.61M

Top Sellers

1
HCM
1
Hudson Capital Management
New Jersey
$0
2
MWM
2
Maltin Wealth Management
New Jersey
$486K
3
AA
3
Advisory Alpha
Michigan
$565K
4
TF
4
Trek Financial
Arizona
$206K
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WMS
76
Wealth Management Solutions
Pennsylvania
$234K 8,033 -7,417 -48%
CWM
77
CCG Wealth Management
California
$221K 7,600 – –
TF
78
Trek Financial
Arizona
$206K 7,065 -34,821 -83%
JWBC
79
John W. Brooker & Co
California
$169K 5,800 +5,100 +729%
CP
80
Castleview Partners
Texas
$149K 5,468 +5,228 +2,178%
MCC
81
Money Concepts Capital
Florida
$121K 4,135 +1,153 +39%
BWM
82
Baystate Wealth Management
Massachusetts
$103K 3,540 – –
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$103K 3,536 +3,536 New
AAP
84
Arax Advisory Partners
Colorado
$88K 3,028 -1,423 -32%
Morgan Stanley
85
Morgan Stanley
New York
$80K 2,750 – –
CCM
86
Covington Capital Management
California
$58K 2,000 +2,000 New
UBS Group
87
UBS Group
Switzerland
$50K 1,721 +1,509 +712%
CAL
88
Capital Analysts LLC
Pennsylvania
$32K 1,095 +1,095 New
WCAMG
89
Woodard & Company Asset Management Group
North Carolina
$29K 1,000 -2,000 -67%
BA
90
Bellwether Advisors
Nebraska
$11K 381 +381 New
HCM
91
Hudson Capital Management
New Jersey
– – -178,823 Closed
VBFP
92
Valtinson Bruner Financial Planning
Minnesota
– – -26,498 Closed
KCM
93
Kathmere Capital Management
Pennsylvania
– – -16,924 Closed
IIA
94
Integral Investment Advisors
California
– – -13,704 Closed
USCWA
95
U.S. Capital Wealth Advisors
Texas
– – -9,443 Closed
BTWM
96
Baker Tilly Wealth Management
Wisconsin
– – -6,570 Closed
CFGS
97
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4