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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 %
Truist Financial
26
Truist Financial
North Carolina
$951K 25,857 -1,062 -4%
OCFG
27
O'Connor Financial Group
Illinois
$763K 20,678 +4 +0%
BFG
28
Berger Financial Group
Minnesota
$652K 17,711 – –
FWIA
29
Fort Washington Investment Advisors
Ohio
$644K 17,500 – –
I
30
InvesTrust
Oklahoma
$598K 16,258 – –
CF
31
Centaurus Financial
California
$548K 14,884 -3,479 -19%
AIC
32
Archer Investment Corporation
Indiana
$537K 14,599 +2,676 +22%
CCAL
33
City Center Advisors LLC
Michigan
$536K 14,573 -1,159 -7%
SFA
34
Souders Financial Advisors
Ohio
$521K 14,168 +14,168 New
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$507K 13,772 -127 -0.9%
SB
36
Strategic Blueprint
Georgia
$506K 13,764 – –
SPIA
37
Steward Partners Investment Advisory
New York
$490K 13,307 -336 -2%
ASN
38
Advisory Services Network
Georgia
$451K 12,155 +12,155 New
AWM
39
Accurate Wealth Management
Florida
$450K 12,172 +3,359 +38%
RGF
40
Retirement Guys Formula
Ohio
$445K 12,098 -856 -7%
AFGAS
41
Allegiance Financial Group Advisory Services
Virginia
$444K 12,075 – –
FPAS
42
Focus Partners Advisor Solutions
Missouri
$444K 12,075 +12,075 New
RA
43
RFG Advisory
Alabama
$426K 11,585 -3,693 -24%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$419K 11,394 – –
AWA
45
Arete Wealth Advisors
Illinois
$416K 11,318 -7,368 -39%
BFC
46
Bedel Financial Consulting
Indiana
$403K 10,960 – –
WFAG
47
Worth Financial Advisory Group
North Carolina
$389K 10,570 -1,145 -10%
LJAC
48
L.J. Altfest & Co
New York
$316K 8,595 – –
BWM
49
Buska Wealth Management
Wisconsin
$303K 8,223 -2,157 -21%
W
50
WorthPointe
California
$294K 7,989 -73 -0.9%
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