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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 %
FA
1
Fermata Advisors
California
$19.9M 536,138 +38,703 +8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.46M 255,026 -9,398 -4%
SB
3
Strategic Blueprint
Georgia
$5.99M 161,546 -3,430 -2%
PCA
4
Prosperity Capital Advisors
Ohio
$5.63M 151,806 +44,316 +41%
MOS
5
MGO One Seven
Ohio
$4.89M 131,858 -24,259 -16%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.65M 98,339 -54,531 -36%
Truist Financial
7
Truist Financial
North Carolina
$3.23M 87,161 -522 -0.6%
TWM
8
Tradition Wealth Management
Minnesota
$3.17M 85,527 -22,940 -21%
BMM
9
Berkshire Money Management
Massachusetts
$2.96M 79,793 -217 -0.3%
AF
10
Allworth Financial
California
$2.9M 77,915 +4,377 +6%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.76M 74,275 -1,907 -3%
AIC
12
Archer Investment Corporation
Indiana
$1.99M 53,674 -1,294 -2%
BCM
13
Brookstone Capital Management
Illinois
$1.96M 52,504 -402,621 -88%
PA
14
PFG Advisors
Arizona
$1.95M 52,509 – –
RJA
15
Raymond James & Associates
Florida
$1.55M 41,739 +10,673 +34%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$1.51M 40,582 – –
LIWM
17
Long Island Wealth Management
New York
$1.48M 39,954 -1,866 -4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.36M 36,606 -5,380 -13%
WFAG
19
Worth Financial Advisory Group
North Carolina
$1.23M 33,097 – –
KWM
20
KFG Wealth Management
Indiana
$1.18M 31,677 -655 -2%
LPL Financial
21
LPL Financial
California
$1.09M 29,435 -833 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.07M 28,732 -236,846 -89%
SAG
23
SageView Advisory Group
California
$1.06M 28,529 +28,529 New
MML Investors Services
24
MML Investors Services
Massachusetts
$1.03M 27,788 -16 -0.1%
SWM
25
Spire Wealth Management
Virginia
$1M 27,050 -6,526 -19%
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