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Innovator US Equity Ultra Buffer ETF July
UJUL

Overview Fund Activity

55 hedge funds and large institutions have $138M invested in Innovator US Equity Ultra Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 5 closing their positions.

Holders
55
Holders Change
+20
Holders Change %
+57.14%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
25
Increased
16
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Milestone Asset Management
Pennsylvania
$29.6M
2
FIA
2
Foundations Investment Advisors
Arizona
$29M
3
BCM
3
Brookstone Capital Management
Illinois
$14.3M
4
DIM
4
Delta Investment Management
California
$6.51M
5
RJA
5
Raymond James & Associates
Florida
$6.12M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.73M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$0
4
AWA
4
Arete Wealth Advisors
Illinois
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WP
26
WealthShield Partners
North Carolina
$498K 17,628 +17,628 New
FWIA
27
Fort Washington Investment Advisors
Ohio
$494K 17,500 +17,500 New
SWM
28
Spire Wealth Management
Virginia
$443K 15,700 +2,600 +20%
CA
29
Calton & Associates
Florida
$406K 12,040 +12,040 New
AWM
30
Accurate Wealth Management
Florida
$383K 13,430 +13,430 New
LJAC
31
L.J. Altfest & Co
New York
$382K 13,527 – –
RGF
32
Retirement Guys Formula
Ohio
$370K 13,094 – –
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$351K 12,429 – –
SPIA
34
Steward Partners Investment Advisory
New York
$324K 11,464 – –
HAS
35
HBW Advisory Services
California
$296K 10,500 +10,500 New
BFG
36
Berger Financial Group
Minnesota
$283K 10,033 +10,033 New
MML Investors Services
37
MML Investors Services
Massachusetts
$274K 9,710 +9,710 New
ASN
38
Advisory Services Network
Georgia
$269K 9,513 +1,035 +12%
AAS
39
Avantax Advisory Services
Texas
$265K 9,392 +518 +6%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$261K 9,248 +208 +2%
SSW
41
Smith Shellnut Wilson
Mississippi
$213K 7,531 – –
SHIM
42
Stone House Investment Management
Pennsylvania
$190K 6,743 +6,743 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$137K 4,848 +4,848 New
CP
44
Castleview Partners
Texas
$135K 4,784 -376 -7%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$109K 3,869 +3,869 New
Morgan Stanley
46
Morgan Stanley
New York
$98.8K 3,500 – –
SWM
47
Sugarloaf Wealth Management
Georgia
$94.8K 3,358 – –
CIAS
48
Capital Investment Advisory Services
North Carolina
$84.7K 3,000 – –
DFA
49
DHJJ Financial Advisors
Illinois
$56.2K 1,990 +1,990 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$49K 1,739 +1,739 New
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2
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