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Innovator US Equity Ultra Buffer ETF July
UJUL

Overview Fund Activity

69 hedge funds and large institutions have $106M invested in Innovator US Equity Ultra Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
22
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$2.77M
2
Cerity Partners
2
Cerity Partners
New York
$2M
3
SF
3
Seros Financial
Arizona
$9.04M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$1.62M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.16M

Top Sellers

1
KWM
1
KFG Wealth Management
Indiana
$6.12M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.25M
4
SWM
4
Spire Wealth Management
Virginia
$275K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$11.1M 319,598 +8,621 +3%
Raymond James Financial
2
Raymond James Financial
Florida
$10.1M 274,022 +9,025 +3%
KAS
3
Kestra Advisory Services
Texas
$9.59M 260,801 +12,312 +5%
PCA
4
Prosperity Capital Advisors
Ohio
$9.51M 258,419 +14,571 +6%
SF
5
Seros Financial
Arizona
$9.04M 245,628 +40,058 +19%
KWM
6
KFG Wealth Management
Indiana
$6.12M 166,224 -36,466 -18%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$5.08M 137,654 +4,704 +4%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$4.16M 113,047 +24,958 +28%
MFG
9
Merit Financial Group
Georgia
$2.77M 75,374 +75,374 New
IWM
10
IMG Wealth Management
Florida
$2.39M 64,878 +6,409 +11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.25M 61,117 -8,171 -12%
Cerity Partners
12
Cerity Partners
New York
$2M 54,273 +54,273 New
AF
13
Allworth Financial
California
$1.86M 50,551 -716 -1%
NFG
14
Nations Financial Group
Iowa
$1.66M 45,032 -106 -0.2%
BCI
15
Brinker Capital Investments
Pennsylvania
$1.62M 43,980 +26,025 +145%
W
16
WPWealth
Texas
$1.47M 39,957 -1,487 -4%
BCM
17
Brookstone Capital Management
Illinois
$1.29M 34,975 -1,921 -5%
CPIG
18
Chicago Partners Investment Group
Illinois
$1.21M 32,647 – –
CVA
19
Central Valley Advisors
California
$1.17M 31,696 +8,290 +35%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.16M 31,600 +1,000 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.15M 31,294 +4,875 +18%
FFG
22
Fiduciary Financial Group
California
$1.11M 30,156 – –
LPL Financial
23
LPL Financial
California
$1.02M 27,761 +3,999 +17%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.01M 27,346 +1,610 +6%
MML Investors Services
25
MML Investors Services
Massachusetts
$975K 26,508 -6 -0%
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