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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 %
SSW
51
Smith Shellnut Wilson
Mississippi
$255K 7,531 – –
TWM
52
Tradition Wealth Management
Minnesota
$254K 7,499 – –
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$236K 6,965 – –
CIAS
54
Capital Investment Advisory Services
North Carolina
$180K 5,308 +2,308 +77%
Barclays
55
Barclays
United Kingdom
$148K 4,366 +4,366 New
Morgan Stanley
56
Morgan Stanley
New York
$146K 4,300 -500 -10%
CP
57
Castleview Partners
Texas
$136K 4,011 -773 -16%
WP
58
WealthShield Partners
North Carolina
$118K 3,480 – –
PS
59
Principal Securities
Iowa
$95.7K 2,821 – –
AAP
60
Arax Advisory Partners
Colorado
$18.9K 557 +459 +468%
CFGS
61
Concourse Financial Group Securities
Alabama
$14.2K 418 +418 New
LFG
62
Larson Financial Group
Missouri
$2.41K 71 – –
DFA
63
DHJJ Financial Advisors
Illinois
$1.36K 40 – –
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$237 7 – –
Citadel Advisors
65
Citadel Advisors
Florida
– – -15,219 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– – -11,214 Closed
SAG
67
SageView Advisory Group
California
– – -10,739 Closed
UBS Group
68
UBS Group
Switzerland
– – -2,746 Closed
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
– – -2,000 Closed
TWP
70
Triad Wealth Partners
Kansas
– – -171 Closed
CP
71
Camelot Portfolios
Ohio
– – -58 Closed
GI
72
Gradient Investments
Minnesota
– – -22 Closed
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