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Innovator US Equity Ultra Buffer ETF July
UJUL

Overview Fund Activity

67 hedge funds and large institutions have $85.8M invested in Innovator US Equity Ultra Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 34 reducing their positions, and 4 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
34
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$486K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$1.5M
3
PCA
3
Prosperity Capital Advisors
Ohio
$7.91M
4
Jane Street
4
Jane Street
New York
$280K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$4.78M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.38M
2
KWM
2
KFG Wealth Management
Indiana
$8.98M
3
OMC
3
Old Mission Capital
Illinois
$0
4
RA
4
RFG Advisory
Alabama
$0
5
SFA
5
Souders Financial Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OCFG
26
O'Connor Financial Group
Illinois
$718K 20,810 -196 -0.9%
CF
27
Centaurus Financial
California
$635K 18,395 -10 -0.1%
BFG
28
Berger Financial Group
Minnesota
$629K 18,228 -203 -1%
FWIA
29
Fort Washington Investment Advisors
Ohio
$604K 17,500 – –
I
30
InvesTrust
Oklahoma
$563K 16,258 +16,258 New
CCAL
31
City Center Advisors LLC
Michigan
$516K 14,957 +17 +0.1%
W
32
WorthPointe
California
$489K 14,182 -33 -0.2%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$486K 14,101 +14,094 +201,343%
AIC
34
Archer Investment Corporation
Indiana
$477K 13,842 -2,215 -14%
SPIA
35
Steward Partners Investment Advisory
New York
$471K 13,643 -802 -6%
SB
36
Strategic Blueprint
Georgia
$471K 13,643 – –
WFAG
37
Worth Financial Advisory Group
North Carolina
$452K 13,095 -415 -3%
RGF
38
Retirement Guys Formula
Ohio
$448K 12,976 -111 -0.8%
AFGAS
39
Allegiance Financial Group Advisory Services
Virginia
$417K 12,075 -73 -0.6%
AWM
40
Alterna Wealth Management
Texas
$410K 11,880 -2,980 -20%
BWM
41
Buska Wealth Management
Wisconsin
$391K 11,335 -1,109 -9%
BFC
42
Bedel Financial Consulting
Indiana
$385K 10,960 -57 -0.5%
DIM
43
Delta Investment Management
California
$353K 10,224 -222 -2%
AWM
44
Accurate Wealth Management
Florida
$339K 9,832 -2,790 -22%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$330K 9,572 -1,116 -10%
CFCI
46
Comprehensive Financial Consultants Institutional
Indiana
$311K 9,018 – –
LJAC
47
L.J. Altfest & Co
New York
$296K 8,595 – –
Jane Street
48
Jane Street
New York
$280K 8,120 +8,120 New
SWM
49
Sugarloaf Wealth Management
Georgia
$271K 7,858 – –
MCC
50
Money Concepts Capital
Florida
$265K 7,669 – –
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