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Innovator US Equity Ultra Buffer ETF July
UJUL

Overview Fund Activity

64 hedge funds and large institutions have $99.4M invested in Innovator US Equity Ultra Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
23
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.58M
2
KWM
2
KFG Wealth Management
Indiana
$9.46M
3
NFG
3
Nations Financial Group
Iowa
$1.54M
4
BCM
4
Brookstone Capital Management
Illinois
$19.5M
5
W
5
WPWealth
Texas
$1.53M

Top Sellers

1
CF
1
Centaurus Financial
California
$624K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.58M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
W
4
WorthPointe
California
$482K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CF
26
Centaurus Financial
California
$624K 18,405 -42,089 -70%
FWIA
27
Fort Washington Investment Advisors
Ohio
$593K 17,500 – –
AIC
28
Archer Investment Corporation
Indiana
$544K 16,057 +6,485 +68%
CCAL
29
City Center Advisors LLC
Michigan
$507K 14,940 -448 -3%
AWM
30
Alterna Wealth Management
Texas
$504K 14,860 +14,860 New
SPIA
31
Steward Partners Investment Advisory
New York
$490K 14,445 +1,138 +9%
W
32
WorthPointe
California
$482K 14,215 -12,545 -47%
OMC
33
Old Mission Capital
Illinois
$476K 14,029 +14,029 New
SB
34
Strategic Blueprint
Georgia
$463K 13,643 +13,643 New
WFAG
35
Worth Financial Advisory Group
North Carolina
$458K 13,510 +13,510 New
RGF
36
Retirement Guys Formula
Ohio
$444K 13,087 -2 -0%
AWM
37
Accurate Wealth Management
Florida
$431K 12,622 +5,333 +73%
BWM
38
Buska Wealth Management
Wisconsin
$422K 12,444 -821 -6%
AFGAS
39
Allegiance Financial Group Advisory Services
Virginia
$412K 12,148 +12,148 New
RJFSA
40
Raymond James Financial Services Advisors
Florida
$375K 11,064 +1,843 +20%
CA
41
CoreCap Advisors
Michigan
$375K 11,045 +7,181 +186%
BFC
42
Bedel Financial Consulting
Indiana
$374K 11,017 -2,766 -20%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$362K 10,688 +1,641 +18%
DIM
44
Delta Investment Management
California
$354K 10,446 -3,903 -27%
RA
45
RFG Advisory
Alabama
$315K 9,295 +2,912 +46%
CFCI
46
Comprehensive Financial Consultants Institutional
Indiana
$306K 9,018 +9,018 New
SFA
47
Souders Financial Advisors
Ohio
$299K 8,809 – –
LJAC
48
L.J. Altfest & Co
New York
$291K 8,595 -3,279 -28%
SWM
49
Sugarloaf Wealth Management
Georgia
$266K 7,858 +4,500 +134%
MCC
50
Money Concepts Capital
Florida
$260K 7,669 -10,293 -57%
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