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Innovator US Equity Ultra Buffer ETF July
UJUL

Overview Fund Activity

57 hedge funds and large institutions have $81.4M invested in Innovator US Equity Ultra Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
9
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$2.49M
2
OMC
2
Old Mission Capital
Illinois
$2.49M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.66M
4
AWA
4
Arete Wealth Advisors
Illinois
$773K
5
PCA
5
Prosperity Capital Advisors
Ohio
$5.28M

Top Sellers

1
MAM
1
Milestone Asset Management
Pennsylvania
$227K
2
FIA
2
Foundations Investment Advisors
Arizona
$265K
3
KV
3
Kickstand Ventures
New York
$0
4
DIM
4
Delta Investment Management
California
$5.81M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
26
KFG Wealth Management
Indiana
$456K 15,064 -4,142 -22%
BFC
27
Bedel Financial Consulting
Indiana
$418K 13,783 -8,553 -38%
LJAC
28
L.J. Altfest & Co
New York
$410K 13,527 – –
RGF
29
Retirement Guys Formula
Ohio
$397K 13,094 – –
MCC
30
Money Concepts Capital
Florida
$348K 11,494 +11,494 New
GS
31
GTS Securities
New York
$348K 11,482 +11,482 New
SPIA
32
Steward Partners Investment Advisory
New York
$347K 11,464 – –
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$346K 11,429 -1,000 -8%
BFG
34
Berger Financial Group
Minnesota
$301K 9,921 -112 -1%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$277K 9,144 -104 -1%
MML Investors Services
36
MML Investors Services
Massachusetts
$270K 8,910 -800 -8%
FIA
37
Foundations Investment Advisors
Arizona
$265K 8,582 -1,018,325 -99%
AIC
38
Archer Investment Corporation
Indiana
$258K 8,501 -32,142 -79%
AWM
39
Accurate Wealth Management
Florida
$254K 8,360 -5,070 -38%
Citadel Advisors
40
Citadel Advisors
Florida
$232K 7,649 +7,649 New
SSW
41
Smith Shellnut Wilson
Mississippi
$228K 7,531 – –
MAM
42
Milestone Asset Management
Pennsylvania
$227K 7,484 -1,042,814 -99%
Morgan Stanley
43
Morgan Stanley
New York
$212K 7,000 +3,500 +100%
CP
44
Castleview Partners
Texas
$145K 4,784 – –
ASN
45
Advisory Services Network
Georgia
$141K 4,660 -4,853 -51%
SWM
46
Sugarloaf Wealth Management
Georgia
$102K 3,358 – –
UBS Group
47
UBS Group
Switzerland
$98.6K 3,253 +2,079 +177%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$96K 3,181 -688 -18%
CIAS
49
Capital Investment Advisory Services
North Carolina
$90.9K 3,000 – –
PS
50
Principal Securities
Iowa
$77.8K 2,568 +2,568 New
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2
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