UJUL icon

Innovator US Equity Ultra Buffer ETF July
UJUL

Overview Fund Activity

59 hedge funds and large institutions have $75.9M invested in Innovator US Equity Ultra Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
17
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$17.6M
2
KWM
2
KFG Wealth Management
Indiana
$7.04M
3
PCA
3
Prosperity Capital Advisors
Ohio
$6.84M
4
AF
4
Allworth Financial
California
$1.75M
5
FFG
5
Fiduciary Financial Group
California
$1M

Top Sellers

1
DIM
1
Delta Investment Management
California
$467K
2
OMC
2
Old Mission Capital
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$365K
4
UBS Group
4
UBS Group
Switzerland
$89.4K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$294K
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
26
Buska Wealth Management
Wisconsin
$432K 13,265 -5,811 -30%
RGF
27
Retirement Guys Formula
Ohio
$426K 13,089 -3 -0%
LJAC
28
L.J. Altfest & Co
New York
$386K 11,874 – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$365K 11,214 -22,471 -67%
CVA
30
Central Valley Advisors
California
$353K 1,433 +1,433 New
SAG
31
SageView Advisory Group
California
$349K 10,739 +10,739 New
AIC
32
Archer Investment Corporation
Indiana
$311K 9,572 +1,515 +19%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$300K 9,221 +6 +0.1%
W
34
WPWealth
Texas
$300K 9,210 +9,210 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$294K 9,047 -8,630 -49%
SFA
36
Souders Financial Advisors
Ohio
$287K 8,809 +8,809 New
SSW
37
Smith Shellnut Wilson
Mississippi
$245K 7,531 – –
TWM
38
Tradition Wealth Management
Minnesota
$244K 7,499 – –
AWM
39
Accurate Wealth Management
Florida
$242K 7,289 – –
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$227K 6,965 -2,664 -28%
BFG
41
Berger Financial Group
Minnesota
$222K 6,824 -2,985 -30%
RA
42
RFG Advisory
Alabama
$208K 6,383 -4,655 -42%
Morgan Stanley
43
Morgan Stanley
New York
$156K 4,800 +1,300 +37%
CP
44
Castleview Partners
Texas
$156K 4,784 – –
CA
45
CoreCap Advisors
Michigan
$126K 3,864 +1,320 +52%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$115K 3,530 +1,255 +55%
WP
47
WealthShield Partners
North Carolina
$113K 3,480 -6,846 -66%
SWM
48
Sugarloaf Wealth Management
Georgia
$109K 3,358 – –
CIAS
49
Capital Investment Advisory Services
North Carolina
$97.6K 3,000 – –
PS
50
Principal Securities
Iowa
$91.8K 2,821 – –
1
2
3