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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

86 hedge funds and large institutions have $164M invested in Innovator US Equity Ultra Buffer ETF January in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 10 closing their positions.

Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
7
Increased
20
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAG
1
Compass Advisory Group
New York
$11.1M
2
OMC
2
Old Mission Capital
Illinois
$5.79M
3
BAM
3
Belpointe Asset Management
Nevada
$1.79M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.72M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$2.42M
2
BCM
2
Brookstone Capital Management
Illinois
$10.1M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.54M
4
MW
4
MBL Wealth
North Carolina
$3.69M
5
AWS
5
Atria Wealth Solutions
New York
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$222K 7,609 -700 -8%
JWBC
77
John W. Brooker & Co
California
$213K 7,300 +1,500 +26%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$211K 7,231 -1,915 -21%
UBS Group
79
UBS Group
Switzerland
$141K 4,829 +3,108 +181%
MCC
80
Money Concepts Capital
Florida
$121K 4,135 – –
AAP
81
Arax Advisory Partners
Colorado
$88K 3,028 – –
Morgan Stanley
82
Morgan Stanley
New York
$80K 2,750 – –
CAL
83
Capital Analysts LLC
Pennsylvania
$32K 1,095 – –
BWM
84
Baystate Wealth Management
Massachusetts
$12K 406 -3,134 -89%
BA
85
Bellwether Advisors
Nebraska
$10K 373 -8 -2%
CP
86
Castleview Partners
Texas
$7K 240 -5,228 -96%
CA
87
Corrado Advisors
New Jersey
– – -52,120 Closed
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
– – -26,973 Closed
Jane Street
89
Jane Street
New York
– – -25,060 Closed
TW
90
Transform Wealth
Colorado
– – -14,716 Closed
SHIM
91
Stone House Investment Management
Pennsylvania
– – -11,705 Closed
CWM
92
CCG Wealth Management
California
– – -7,600 Closed
TF
93
Trek Financial
Arizona
– – -7,065 Closed
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
– – -3,536 Closed
CCM
95
Covington Capital Management
California
– – -2,000 Closed
WCAMG
96
Woodard & Company Asset Management Group
North Carolina
– – -1,000 Closed
CFGS
97
Concourse Financial Group Securities
Alabama
– – – –
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