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Innovator US Equity Ultra Buffer ETF July
UJUL

Overview Fund Activity

55 hedge funds and large institutions have $138M invested in Innovator US Equity Ultra Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 5 closing their positions.

Holders
55
Holders Change
+20
Holders Change %
+57.14%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
25
Increased
16
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Milestone Asset Management
Pennsylvania
$29.6M
2
FIA
2
Foundations Investment Advisors
Arizona
$29M
3
BCM
3
Brookstone Capital Management
Illinois
$14.3M
4
DIM
4
Delta Investment Management
California
$6.51M
5
RJA
5
Raymond James & Associates
Florida
$6.12M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.73M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$0
4
AWA
4
Arete Wealth Advisors
Illinois
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
1
Milestone Asset Management
Pennsylvania
$29.6M 1,050,298 +1,050,298 New
FIA
2
Foundations Investment Advisors
Arizona
$29M 1,026,907 +1,026,907 New
BCM
3
Brookstone Capital Management
Illinois
$14.3M 504,184 +438,426 +667%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.19M 254,807 +53,424 +27%
DIM
5
Delta Investment Management
California
$6.51M 230,655 +230,655 New
RJA
6
Raymond James & Associates
Florida
$6.12M 216,640 +216,640 New
KV
7
Kickstand Ventures
New York
$4.73M 167,671 +167,671 New
PCA
8
Prosperity Capital Advisors
Ohio
$4.57M 161,884 +7,185 +5%
MOS
9
MGO One Seven
Ohio
$4.08M 144,566 +144,566 New
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$3.55M 125,676 +125,676 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.04M 107,664 +71,374 +197%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.73M 96,592 -19,726 -17%
AF
13
Allworth Financial
California
$2.59M 91,746 +91,739 +1,310,557%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.07M 73,242 +8,113 +12%
CF
15
Centaurus Financial
California
$1.83M 64,967 +38,387 +144%
AAS
16
Ameritas Advisory Services
Nebraska
$1.38M 48,894 +48,894 New
CFCI
17
Comprehensive Financial Consultants Institutional
Indiana
$1.37M 48,637 +48,637 New
AIC
18
Archer Investment Corporation
Indiana
$1.15M 40,643 +24,376 +150%
SAG
19
SageView Advisory Group
California
$1.1M 38,924 +22,323 +134%
TC
20
TownSquare Capital
Utah
$931K 32,964 +13,568 +70%
CPIG
21
Chicago Partners Investment Group
Illinois
$915K 32,647 – –
BFC
22
Bedel Financial Consulting
Indiana
$631K 22,336 – –
LPL Financial
23
LPL Financial
California
$570K 20,197 +20,197 New
KWM
24
KFG Wealth Management
Indiana
$542K 19,206 +11,621 +153%
CAN
25
Cetera Advisor Networks
California
$507K 17,946 +17,946 New
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