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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

69 hedge funds and large institutions have $56M invested in Innovator US Equity Ultra Buffer ETF January in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LIWM
1
Long Island Wealth Management
New York
$1.46M
2
PA
2
PFG Advisors
Arizona
$1.43M
3
AWA
3
Arete Wealth Advisors
Illinois
$1M
4
SWM
4
Spire Wealth Management
Virginia
$1.17M
5
CA
5
Continuum Advisory
Idaho
$890K

Top Sellers

1
SB
1
Strategic Blueprint
Georgia
$6.02M
2
AIC
2
Archer Investment Corporation
Indiana
$1.06M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.63M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.51M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.1M 206,253 -5,585 -3%
SB
2
Strategic Blueprint
Georgia
$6.02M 174,786 -166,913 -49%
PCA
3
Prosperity Capital Advisors
Ohio
$3.76M 109,163 +10,350 +10%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.51M 101,887 -19,306 -16%
BMM
5
Berkshire Money Management
Massachusetts
$2.78M 80,880 – –
Truist Financial
6
Truist Financial
North Carolina
$2.7M 78,373 +532 +0.7%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.63M 76,470 -26,544 -26%
CF
8
Centaurus Financial
California
$1.46M 42,312 -162 -0.4%
LIWM
9
Long Island Wealth Management
New York
$1.46M 42,270 +42,270 New
PA
10
PFG Advisors
Arizona
$1.43M 41,456 +41,456 New
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$1.4M 40,582 -3,097 -7%
CA
12
Cetera Advisors
Colorado
$1.29M 37,330 -15,237 -29%
SWM
13
Spire Wealth Management
Virginia
$1.17M 33,573 +22,224 +196%
AIC
14
Archer Investment Corporation
Indiana
$1.06M 30,861 -30,458 -50%
AWA
15
Arete Wealth Advisors
Illinois
$1M 29,160 +29,160 New
AWM
16
Accurate Wealth Management
Florida
$928K 26,920 -2,745 -9%
CAG
17
Compass Advisory Group
New York
$917K 26,623 -5,308 -17%
CA
18
Continuum Advisory
Idaho
$890K 25,849 +16,894 +189%
MWM
19
Maltin Wealth Management
New Jersey
$691K 20,063 -374 -2%
KWM
20
KFG Wealth Management
Indiana
$670K 19,463 -10,456 -35%
SEP
21
Southland Equity Partners
Missouri
$644K 18,695 – –
RJA
22
Raymond James & Associates
Florida
$642K 18,654 – –
CPIG
23
Chicago Partners Investment Group
Illinois
$610K 17,508 +3,896 +29%
MCC
24
Money Concepts Capital
Florida
$582K 16,895 +8,448 +100%
TC
25
TownSquare Capital
Utah
$550K 15,988 +3,558 +29%
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