UJUL icon

Innovator US Equity Ultra Buffer ETF July

23 hedge funds and large institutions have $17.6M invested in Innovator US Equity Ultra Buffer ETF July in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$5.96M 235,088 +202,890 +630%
FA
2
Fermata Advisors
California
$1.99M 78,428 -5,838 -7%
W
3
Wealthquest
Ohio
$1.87M 73,984 -200,194 -73%
BCM
4
Brookstone Capital Management
Illinois
$1.55M 60,261 +52,855 +714%
HighTower Advisors
5
HighTower Advisors
Illinois
$748K 29,541
AWA
6
Arete Wealth Advisors
Illinois
$654K 25,829 +25,829 New
SB
7
Strategic Blueprint
Georgia
$622K 24,569 -385 -2%
LJAC
8
L.J. Altfest & Co
New York
$608K 23,995 -7,189 -23%
BFC
9
Bedel Financial Consulting
Indiana
$567K 22,389 +510 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$542K 21,401 -1,333 -6%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$539K 21,284 +21,284 New
AIC
12
Archer Investment Corporation
Indiana
$495K 19,545 -200 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$370K 14,607 -87 -0.6%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$337K 13,316 -205 -2%
AWM
15
Axxcess Wealth Management
California
$235K 9,275
CP
16
Castleview Partners
Texas
$166K 6,129 +961 +19%
MCC
17
Money Concepts Capital
Florida
$104K 4,083 +4,083 New
Morgan Stanley
18
Morgan Stanley
New York
$89K 3,500
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$81K 3,196 +3,196 New
CWM
20
Castle Wealth Management
Florida
$49K 1,939 +1,939 New
AAP
21
Arax Advisory Partners
Colorado
$33K 1,314 +551 +72%
UBS Group
22
UBS Group
Switzerland
$23K 927 -491 -35%
NSIM
23
North Star Investment Management
Illinois
$3K 105 +105 New
LNC
24
Lincoln National Corp
Pennsylvania
-24,119 Closed
OMC
25
Old Mission Capital
Illinois
-20,912 Closed