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Innovator US Equity Ultra Buffer ETF July
UJUL

Overview Fund Activity

54 hedge funds and large institutions have $53.1M invested in Innovator US Equity Ultra Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$7.42M
2
BWM
2
Buska Wealth Management
Wisconsin
$608K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$563K
4
CCAL
4
City Center Advisors LLC
Michigan
$490K
5
UBS Group
5
UBS Group
Switzerland
$586K

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.71M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$583K
3
MOS
3
MGO One Seven
Ohio
$0
4
AF
4
Allworth Financial
California
$449K
5
DIM
5
Delta Investment Management
California
$4.09M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
1
Kestra Advisory Services
Texas
$7.42M 232,699 +150,412 +183%
RJA
2
Raymond James & Associates
Florida
$7.04M 220,853 -302 -0.1%
PCA
3
Prosperity Capital Advisors
Ohio
$5.25M 164,808 -9,299 -5%
DIM
4
Delta Investment Management
California
$4.09M 128,340 -63,351 -33%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$3.87M 121,549 -4,085 -3%
CF
6
Centaurus Financial
California
$1.98M 62,110 -806 -1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.95M 61,174 -54,334 -47%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.89M 59,351 -2,495 -4%
BCM
9
Brookstone Capital Management
Illinois
$1.71M 53,604 -460,753 -90%
OMC
10
Old Mission Capital
Illinois
$1.58M 49,525 -32,578 -40%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.18M 36,871 -23,603 -39%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.07M 33,685 -21,116 -39%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.03M 32,647 – –
AWA
14
Arete Wealth Advisors
Illinois
$798K 25,038 -488 -2%
LPL Financial
15
LPL Financial
California
$797K 24,994 +1,366 +6%
BWM
16
Buska Wealth Management
Wisconsin
$608K 19,076 +19,076 New
UBS Group
17
UBS Group
Switzerland
$586K 18,375 +15,122 +465%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$583K 18,295 -219,138 -92%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$563K 17,677 +17,677 New
CAN
20
Cetera Advisor Networks
California
$558K 17,508 -166 -0.9%
FWIA
21
Fort Washington Investment Advisors
Ohio
$558K 17,500 – –
SWM
22
Spire Wealth Management
Virginia
$500K 15,700 – –
KWM
23
KFG Wealth Management
Indiana
$497K 15,609 +545 +4%
CCAL
24
City Center Advisors LLC
Michigan
$490K 15,388 +15,388 New
AF
25
Allworth Financial
California
$449K 14,101 -81,526 -85%
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