UJUL icon

Innovator US Equity Ultra Buffer ETF July

80 hedge funds and large institutions have $175M invested in Innovator US Equity Ultra Buffer ETF July in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$428K
WTFG
52
Wood Tarver Financial Group
Idaho
$418K
BFC
53
Bedel Financial Consulting
Indiana
$418K
AI
54
Atria Investments
North Carolina
$408K
AWM
55
Accurate Wealth Management
Florida
$404K
CB
56
Chris Bulman
California
$354K
LJAC
57
L.J. Altfest & Co
New York
$328K
TWM
58
Tradition Wealth Management
Minnesota
$312K
CIA
59
Concurrent Investment Advisors
Florida
$294K
Citadel Advisors
60
Citadel Advisors
Florida
$289K
EMAM
61
Encompass More Asset Management
California
$264K
BWM
62
Buska Wealth Management
Wisconsin
$255K
DIM
63
Delta Investment Management
California
$252K
CA
64
Calton & Associates
Florida
$251K
SSW
65
Smith Shellnut Wilson
Mississippi
$249K
BEI
66
Benjamin Edwards Inc
Missouri
$224K
CIAS
67
Capital Investment Advisory Services
North Carolina
$220K
TF
68
Trek Financial
Arizona
$214K
RWM
69
Riverchase Wealth Management
Texas
$201K
AWM
70
AE Wealth Management
Kansas
$185K
PS
71
Principal Securities
Iowa
$166K
CA
72
CoreCap Advisors
Michigan
$108K
FNWA
73
Financial Network Wealth Advisors
Utah
$67.6K
EWM
74
Evolution Wealth Management
Florida
$50.5K
HI
75
Harbour Investments
Wisconsin
$37.5K