UJUL icon

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 %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$60.7K 2,000 +2,000 New
DFA
52
DHJJ Financial Advisors
Illinois
$60.3K 1,990 – –
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$53K 1,739 – –
SAG
54
SageView Advisory Group
California
$41.4K 1,278,908 +1,239,984 +3,186%
AAP
55
Arax Advisory Partners
Colorado
$2.97K 98 -78 -44%
LFG
56
Larson Financial Group
Missouri
$2.15K 71 – –
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$212 7 -4,841 -100%
KV
58
Kickstand Ventures
New York
– – -167,671 Closed
CA
59
Calton & Associates
Florida
– – -12,040 Closed
HAS
60
HBW Advisory Services
California
– – -10,500 Closed
AAS
61
Avantax Advisory Services
Texas
– – -9,392 Closed
SHIM
62
Stone House Investment Management
Pennsylvania
– – -6,743 Closed
CPG
63
Cornerstone Planning Group
New Jersey
– – -667 Closed
AWA
64
Authentikos Wealth Advisory
California
– – -474 Closed
CFGS
65
Concourse Financial Group Securities
Alabama
– – – –
1 2
3