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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 %
DFA
76
DHJJ Financial Advisors
Illinois
$148K -$52.1K -1,365 -26%
Morgan Stanley
77
Morgan Stanley
New York
$140K – – –
WP
78
WealthShield Partners
North Carolina
$135K +$125K +3,275 +1,245%
AWM
79
AE Wealth Management
Kansas
$128K -$2.33K -61 -2%
SFG
80
Stonebridge Financial Group
Pennsylvania
$125K – – –
PS
81
Principal Securities
Iowa
$93.2K – – –
Barclays
82
Barclays
United Kingdom
$50K -$93.5K -2,476 -65%
CAL
83
Capital Analysts LLC
Pennsylvania
$42K – – –
AIC
84
Archer Investment Corporation
Indiana
$40.3K – – –
SPIA
85
Steward Partners Investment Advisory
New York
$40.2K -$59.7K -1,564 -60%
SS
86
Sunbelt Securities
Texas
$38.1K -$56.3K -1,475 -60%
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$38.1K – – –
AAP
88
Arax Advisory Partners
Colorado
$32.8K -$13K -340 -28%
FNWA
89
Financial Network Wealth Advisors
Utah
$29.8K +$29.8K +780 New
PWA
90
Physician Wealth Advisors
Utah
$22.4K – – –
UBS Group
91
UBS Group
Switzerland
$22.3K +$17K +446 +323%
IA
92
IFP Advisors
Florida
$15.6K – – –
NS
93
NBC Securities
Alabama
$6K +$6K +166 New
LFG
94
Larson Financial Group
Missouri
$1.34K – – –
TC
95
Truvestments Capital
Florida
$1.03K – – –
MCC
96
Money Concepts Capital
Florida
– -$385K -9,894 Closed
AWS
97
Atria Wealth Solutions
New York
– -$268K -6,891 Closed
Wells Fargo
98
Wells Fargo
California
– -$30.3K -779 Closed
CFGS
99
Concourse Financial Group Securities
Alabama
– -$24.2K -613 Closed
MRP
100
Measured Risk Portfolios
California
– -$15K -385 Closed
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