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Innovator US Equity Ultra Buffer ETF July
UJUL

Overview Fund Activity

57 hedge funds and large institutions have $81.4M invested in Innovator US Equity Ultra Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
9
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$2.49M
2
OMC
2
Old Mission Capital
Illinois
$2.49M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.66M
4
AWA
4
Arete Wealth Advisors
Illinois
$773K
5
PCA
5
Prosperity Capital Advisors
Ohio
$5.28M

Top Sellers

1
MAM
1
Milestone Asset Management
Pennsylvania
$227K
2
FIA
2
Foundations Investment Advisors
Arizona
$265K
3
KV
3
Kickstand Ventures
New York
$0
4
DIM
4
Delta Investment Management
California
$5.81M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$15.6M 514,357 +10,173 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.19M 237,433 -17,374 -7%
RJA
3
Raymond James & Associates
Florida
$6.7M 221,155 +4,515 +2%
DIM
4
Delta Investment Management
California
$5.81M 191,691 -38,964 -17%
PCA
5
Prosperity Capital Advisors
Ohio
$5.28M 174,107 +12,223 +8%
MOS
6
MGO One Seven
Ohio
$4.33M 142,757 -1,809 -1%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$3.81M 125,634 -42 -0%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.5M 115,508 +7,844 +7%
AF
9
Allworth Financial
California
$2.9M 95,627 +3,881 +4%
KAS
10
Kestra Advisory Services
Texas
$2.49M 82,287 +82,287 New
OMC
11
Old Mission Capital
Illinois
$2.49M 82,103 +82,103 New
CF
12
Centaurus Financial
California
$1.91M 62,916 -2,051 -3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.87M 61,846 -11,396 -16%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.83M 60,474 -36,118 -37%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.66M 54,801 +54,801 New
CFCI
16
Comprehensive Financial Consultants Institutional
Indiana
$1.45M 47,969 -668 -1%
CPIG
17
Chicago Partners Investment Group
Illinois
$1M 32,647 – –
TC
18
TownSquare Capital
Utah
$894K 29,491 -3,473 -11%
AWA
19
Arete Wealth Advisors
Illinois
$773K 25,526 +25,526 New
LPL Financial
20
LPL Financial
California
$716K 23,628 +3,431 +17%
AAS
21
Ameritas Advisory Services
Nebraska
$662K 21,834 -27,060 -55%
CAN
22
Cetera Advisor Networks
California
$536K 17,674 -272 -2%
FWIA
23
Fort Washington Investment Advisors
Ohio
$530K 17,500 – –
SWM
24
Spire Wealth Management
Virginia
$481K 15,700 – –
WP
25
WealthShield Partners
North Carolina
$478K 15,778 -1,850 -10%
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