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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

86 hedge funds and large institutions have $103M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
15
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Prosperity Capital Advisors
Ohio
$5.63M
2
FA
2
Fermata Advisors
California
$19.9M
3
SAG
3
SageView Advisory Group
California
$1.06M
4
HF
4
HRT Financial
New York
$421K
5
RJA
5
Raymond James & Associates
Florida
$1.55M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.96M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.07M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.65M
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
DIM
5
Delta Investment Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FNWA
76
Financial Network Wealth Advisors
Utah
$48.4K 1,305 +1,305 New
ATPW
77
Ashton Thomas Private Wealth
Arizona
$48.2K 1,299 +1,299 New
CAL
78
Capital Analysts LLC
Pennsylvania
$41K 1,095 – –
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
$37.1K 1,000 – –
AAP
80
Arax Advisory Partners
Colorado
$30.2K 815 – –
UBS Group
81
UBS Group
Switzerland
$21.8K 587 +423 +258%
WP
82
WealthShield Partners
North Carolina
$9.76K 263 – –
CP
83
Castleview Partners
Texas
$8.91K 240 -411 -63%
NS
84
NBC Securities
Alabama
$6K 166 – –
LFG
85
Larson Financial Group
Missouri
$2.34K 63 – –
CP
86
Camelot Portfolios
Ohio
$1.93K 52 +52 New
AAS
87
Ameritas Advisory Services
Nebraska
– – -44,328 Closed
DIM
88
Delta Investment Management
California
– – -26,226 Closed
DLHL
89
Donald L. Hagan LLC
Florida
– – -10,787 Closed
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
– – -8,865 Closed
SPC
91
Sigma Planning Corp
Michigan
– – -8,090 Closed
PFG
92
Prosperity Financial Group
California
– – -8,009 Closed
CVA
93
Central Valley Advisors
California
– – -6,467 Closed
TC
94
Truvestments Capital
Florida
– – -27 Closed
CFGS
95
Concourse Financial Group Securities
Alabama
– – – –
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4