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Innovator US Equity Ultra Buffer ETF July
UJUL

Overview Fund Activity

68 hedge funds and large institutions have $90.5M invested in Innovator US Equity Ultra Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
10
Increased
11
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Seros Financial
Arizona
+$6.74M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.49M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.3M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.08M
5
Raymond James Financial
Raymond James Financial
Florida
+$788K

Top Sellers

1
KWM
KFG Wealth Management
Indiana
-$1.93M
2
WTFG
Wood Tarver Financial Group
Idaho
-$820K
3
SWM
Spire Wealth Management
Virginia
-$490K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$488K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$483K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
Arete Wealth Advisors
Illinois
$627K -$73.9K -2,203 -11%
CF
27
Centaurus Financial
California
$616K -$1.07K -32 -0.2%
BCI
28
Brinker Capital Investments
Pennsylvania
$602K +$602K +17,955 New
OPS
29
Orion Portfolio Solutions
Nebraska
$602K +$602K +17,955 New
BFG
30
Berger Financial Group
Minnesota
$594K -$17.3K -517 -3%
FWIA
31
Fort Washington Investment Advisors
Ohio
$587K – – –
I
32
InvesTrust
Oklahoma
$545K – – –
CCAL
33
City Center Advisors LLC
Michigan
$528K +$26K +775 +5%
RA
34
RFG Advisory
Alabama
$512K +$512K +15,278 New
SWM
35
Spire Wealth Management
Virginia
$512K -$490K -14,619 -49%
OMC
36
Old Mission Capital
Illinois
$511K +$511K +15,246 New
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$466K -$6.77K -202 -1%
SB
38
Strategic Blueprint
Georgia
$462K +$4.06K +121 +0.9%
SPIA
39
Steward Partners Investment Advisory
New York
$457K – – –
RGF
40
Retirement Guys Formula
Ohio
$434K -$738 -22 -0.2%
AFGAS
41
Allegiance Financial Group Advisory Services
Virginia
$405K – – –
AIC
42
Archer Investment Corporation
Indiana
$400K -$64.3K -1,919 -14%
WFAG
43
Worth Financial Advisory Group
North Carolina
$393K -$46.3K -1,380 -11%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$382K +$61.1K +1,822 +19%
BFC
45
Bedel Financial Consulting
Indiana
$367K – – –
BWM
46
Buska Wealth Management
Wisconsin
$348K -$32K -955 -8%
LJAC
47
L.J. Altfest & Co
New York
$288K – – –
AWM
48
Accurate Wealth Management
Florida
$288K -$33.3K -1,019 -10%
Goldman Sachs
49
Goldman Sachs
New York
$272K +$272K +8,117 New
W
50
WorthPointe
California
$270K -$205K -6,120 -43%
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