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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.

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
1
Brookstone Capital Management
Illinois
$55.1M
2
TPW
2
Talon Private Wealth
Florida
$32.5M
3
IWM
3
IHT Wealth Management
Illinois
$3.56M
4
CA
4
Clearstead Advisors
Ohio
$3.06M
5
LF
5
Lantz Financial
Illinois
$2.01M

Top Sellers

1
FA
1
Fermata Advisors
California
$19M
2
Raymond James Financial
2
Raymond James Financial
Florida
$1.43M
3
MCC
3
Money Concepts Capital
Florida
$0
4
AWS
4
Atria Wealth Solutions
New York
$0
5
CPIG
5
Chicago Partners Investment Group
Illinois
$424K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$55.1M 1,444,403 +1,400,283 +3,174%
TPW
2
Talon Private Wealth
Florida
$32.5M 852,671 +852,671 New
FA
3
Fermata Advisors
California
$19M 498,653 -41,567 -8%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.58M 224,928 +40,121 +22%
PCA
5
Prosperity Capital Advisors
Ohio
$7.01M 183,451 +14,381 +9%
SB
6
Strategic Blueprint
Georgia
$5.16M 135,176 -771 -0.6%
MOS
7
MGO One Seven
Ohio
$4.17M 109,426 -4,017 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.87M 101,342 +22,026 +28%
Truist Financial
9
Truist Financial
North Carolina
$3.69M 96,628 +10,728 +12%
IWM
10
IHT Wealth Management
Illinois
$3.56M 92,679 +92,679 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$3.1M 81,175 +39,199 +93%
CA
12
Clearstead Advisors
Ohio
$3.06M 80,287 +80,287 New
BMM
13
Berkshire Money Management
Massachusetts
$3.04M 79,793 – –
PWA
14
Prairie Wealth Advisors
Nebraska
$2.51M 65,764 +1,853 +3%
AF
15
Allworth Financial
California
$2.07M 54,740 -115 -0.2%
SWM
16
Spire Wealth Management
Virginia
$2.02M 52,897 +32,352 +157%
LF
17
Lantz Financial
Illinois
$2.01M 52,618 +52,618 New
IWM
18
IMG Wealth Management
Florida
$1.85M 48,473 +1,049 +2%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$1.71M 44,837 +4,255 +10%
PA
20
PFG Advisors
Arizona
$1.67M 43,807 +140 +0.3%
OMC
21
Old Mission Capital
Illinois
$1.62M 42,438 +42,438 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.52M 39,769 +19,827 +99%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.51M 39,502 -3,663 -8%
CVA
24
Central Valley Advisors
California
$1.49M 39,185 +20,354 +108%
KAS
25
Kestra Advisory Services
Texas
$1.45M 38,052 -88 -0.2%
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