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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

87 hedge funds and large institutions have $130M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
21
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Fermata Advisors
California
$18M
2
BCM
2
Brookstone Capital Management
Illinois
$16.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.59M
4
MOS
4
MGO One Seven
Ohio
$5.64M
5
TWM
5
Tradition Wealth Management
Minnesota
$3.92M

Top Sellers

1
CF
1
Centaurus Financial
California
$0
2
CA
2
Continuum Advisory
Idaho
$315K
3
TC
3
TownSquare Capital
Utah
$0
4
SB
4
Strategic Blueprint
Georgia
$5.96M
5
FIA
5
Foundations Investment Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FA
1
Fermata Advisors
California
$18M 497,435 +497,435 New
BCM
2
Brookstone Capital Management
Illinois
$16.4M 455,125 +442,266 +3,439%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.59M 265,578 +265,578 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.55M 264,424 +58,171 +28%
SB
5
Strategic Blueprint
Georgia
$5.96M 164,976 -9,810 -6%
MOS
6
MGO One Seven
Ohio
$5.64M 156,117 +156,117 New
Osaic Holdings
7
Osaic Holdings
Arizona
$5.52M 152,870 +50,983 +50%
TWM
8
Tradition Wealth Management
Minnesota
$3.92M 108,467 +108,467 New
PCA
9
Prosperity Capital Advisors
Ohio
$3.88M 107,490 -1,673 -2%
Truist Financial
10
Truist Financial
North Carolina
$3.17M 87,683 +9,310 +12%
BMM
11
Berkshire Money Management
Massachusetts
$2.89M 80,010 -870 -1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.75M 76,182 -288 -0.4%
AF
13
Allworth Financial
California
$2.65M 73,538 +73,529 +816,989%
AIC
14
Archer Investment Corporation
Indiana
$1.98M 54,968 +24,107 +78%
PA
15
PFG Advisors
Arizona
$1.9M 52,509 +11,053 +27%
AAS
16
Ameritas Advisory Services
Nebraska
$1.6M 44,328 +44,328 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.52M 41,986 +41,986 New
LIWM
18
Long Island Wealth Management
New York
$1.51M 41,820 -450 -1%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$1.47M 40,582 – –
SWM
20
Spire Wealth Management
Virginia
$1.21M 33,576 +3 +0%
WFAG
21
Worth Financial Advisory Group
North Carolina
$1.19M 33,097 +33,097 New
KWM
22
KFG Wealth Management
Indiana
$1.17M 32,332 +12,869 +66%
CA
23
Cetera Advisors
Colorado
$1.13M 31,394 -5,936 -16%
RJA
24
Raymond James & Associates
Florida
$1.12M 31,066 +12,412 +67%
MW
25
MBL Wealth
North Carolina
$1.1M 30,365 +30,365 New
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