UJUL icon

Innovator US Equity Ultra Buffer ETF July
UJUL

Overview Fund Activity

26 hedge funds and large institutions have $20.8M invested in Innovator US Equity Ultra Buffer ETF July in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 1 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
1
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$1.88M
2
W
2
Wealthquest
Ohio
$7.59M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$350K
4
RGF
4
Retirement Guys Formula
Ohio
$331K
5
AWM
5
Axxcess Wealth Management
California
$257K

Top Sellers

1
AA
1
Advisory Alpha
Michigan
$0
2
LJAC
2
L.J. Altfest & Co
New York
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$683K
5
SSW
5
Smith Shellnut Wilson
Mississippi
$208K
Name Market Value Shares Shares
Change 		Shares
Change %
W
1
Wealthquest
Ohio
$7.59M 274,178 +21,159 +8%
FA
2
Fermata Advisors
California
$2.49M 89,947 -866 -1%
AAS
3
Ameritas Advisory Services
Nebraska
$1.88M 67,832 +67,832 New
LNC
4
Lincoln National Corp
Pennsylvania
$1.2M 43,498 – –
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$905K 32,707 -52 -0.2%
HighTower Advisors
6
HighTower Advisors
Illinois
$882K 31,861 -2,150 -6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$683K 24,679 -9,035 -27%
AIC
8
Archer Investment Corporation
Indiana
$670K 24,192 -1,533 -6%
BFC
9
Bedel Financial Consulting
Indiana
$606K 21,879 -109 -0.5%
SB
10
Strategic Blueprint
Georgia
$552K 19,946 -56 -0.3%
KCM
11
Kathmere Capital Management
Pennsylvania
$490K 17,703 – –
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$419K 15,121 -9 -0.1%
Osaic Holdings
13
Osaic Holdings
Arizona
$415K 14,971 -1,041 -7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$350K 12,630 +12,630 New
RGF
15
Retirement Guys Formula
Ohio
$331K 11,973 +11,973 New
AWM
16
Axxcess Wealth Management
California
$257K 9,275 +9,275 New
ACM
17
Avalon Capital Management
California
$235K 8,500 +8,500 New
SSW
18
Smith Shellnut Wilson
Mississippi
$208K 7,531 -2,469 -25%
IA
19
IFP Advisors
Florida
$170K 6,138 – –
NFG
20
Next Financial Group
Texas
$134K 4,831 – –
CFCI
21
Comprehensive Financial Consultants Institutional
Indiana
$102K 3,760 +3,760 New
Morgan Stanley
22
Morgan Stanley
New York
$97K 3,500 – –
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$67.7K 2,445 -200 -8%
AAP
24
Arax Advisory Partners
Colorado
$21K 763 – –
CP
25
Castleview Partners
Texas
$5.95K 164,612 +164,612 New
1
2