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Innovator US Equity Ultra Buffer ETF July
UJUL

Overview Fund Activity

59 hedge funds and large institutions have $75.9M invested in Innovator US Equity Ultra Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
17
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$17.6M
2
KWM
2
KFG Wealth Management
Indiana
$7.04M
3
PCA
3
Prosperity Capital Advisors
Ohio
$6.84M
4
AF
4
Allworth Financial
California
$1.75M
5
FFG
5
Fiduciary Financial Group
California
$1M

Top Sellers

1
DIM
1
Delta Investment Management
California
$467K
2
OMC
2
Old Mission Capital
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$365K
4
UBS Group
4
UBS Group
Switzerland
$89.4K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$294K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$17.6M 534,433 +480,829 +897%
KAS
2
Kestra Advisory Services
Texas
$8.31M 255,482 +22,783 +10%
KWM
3
KFG Wealth Management
Indiana
$7.04M 216,210 +200,601 +1,285%
RJA
4
Raymond James & Associates
Florida
$6.98M 214,498 -6,355 -3%
PCA
5
Prosperity Capital Advisors
Ohio
$6.84M 210,344 +45,536 +28%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$3.95M 121,454 -95 -0.1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.04M 62,811 +1,637 +3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.04M 62,716 +3,365 +6%
CF
9
Centaurus Financial
California
$1.97M 60,494 -1,616 -3%
AF
10
Allworth Financial
California
$1.75M 53,323 +39,222 +278%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.3M 39,817 +2,946 +8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.21M 37,215 +18,920 +103%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.06M 32,647 – –
FFG
14
Fiduciary Financial Group
California
$1M 30,156 +30,156 New
W
15
WorthPointe
California
$871K 26,760 +26,760 New
LPL Financial
16
LPL Financial
California
$813K 24,994 – –
AWA
17
Arete Wealth Advisors
Illinois
$802K 24,607 -431 -2%
MCC
18
Money Concepts Capital
Florida
$584K 17,962 +6,468 +56%
FWIA
19
Fort Washington Investment Advisors
Ohio
$569K 17,500 – –
SWM
20
Spire Wealth Management
Virginia
$511K 15,700 – –
Citadel Advisors
21
Citadel Advisors
Florida
$495K 15,219 +6,913 +83%
CCAL
22
City Center Advisors LLC
Michigan
$490K 15,388 – –
DIM
23
Delta Investment Management
California
$467K 14,349 -113,991 -89%
BFC
24
Bedel Financial Consulting
Indiana
$448K 13,783 – –
SPIA
25
Steward Partners Investment Advisory
New York
$433K 13,307 +1,843 +16%
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