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Innovator US Equity Ultra Buffer ETF January
UJAN

Overview Fund Activity

101 hedge funds and large institutions have $202M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
30
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$2.98M
2
BCM
Brookstone Capital Management
Illinois
$60.3M
3
CA
Clearstead Advisors
Ohio
$4.71M
4
BCI
Brinker Capital Investments
Pennsylvania
$1.61M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.18M

Top Sellers

1
FA
Fermata Advisors
California
$2.42M
2
MOS
MGO One Seven
Ohio
$3.23M
3
OMC
Old Mission Capital
Illinois
$583K
4
IWM
IHT Wealth Management
Illinois
$3.01M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$60.3M +$1.89M +46,791 +3%
TPW
2
Talon Private Wealth
Florida
$34.7M +$227K +5,610 +0.7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.18M +$78.9K +1,951 +0.9%
PCA
4
Prosperity Capital Advisors
Ohio
$7.84M +$424K +10,479 +6%
SB
5
Strategic Blueprint
Georgia
$5.5M +$30.8K +762 +0.6%
CA
6
Clearstead Advisors
Ohio
$4.71M +$1.54M +38,910 +48%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$4.18M +$892K +22,045 +27%
Truist Financial
8
Truist Financial
North Carolina
$3.9M -$11.3K -280 -0.3%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.4M -$563K -14,391 -14%
BMM
10
Berkshire Money Management
Massachusetts
$3.23M – – –
MOS
11
MGO One Seven
Ohio
$3.23M -$1.2M -29,654 -27%
IWM
12
IHT Wealth Management
Illinois
$3.01M -$742K -18,332 -20%
LPL Financial
13
LPL Financial
California
$2.98M +$1.93M +47,648 +184%
PWA
14
Prairie Wealth Advisors
Nebraska
$2.66M – – –
FA
15
Fermata Advisors
California
$2.42M -$17.8M -438,848 -88%
Raymond James Financial
16
Raymond James Financial
Florida
$2.39M +$868K +21,458 +57%
AF
17
Allworth Financial
California
$2.15M -$61.6K -1,524 -3%
LF
18
Lantz Financial
Illinois
$2.13M -$1.01K -25 -0%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.01M +$877K +21,677 +77%
SWM
20
Spire Wealth Management
Virginia
$2M -$139K -3,428 -6%
IWM
21
IMG Wealth Management
Florida
$1.99M +$24.2K +598 +1%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.78M -$47K -1,155 -3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.74M +$133K +3,299 +8%
PA
24
PFG Advisors
Arizona
$1.66M -$112K -2,771 -6%
BCI
25
Brinker Capital Investments
Pennsylvania
$1.61M +$927K +22,905 +136%
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