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Innovator US Equity Ultra Buffer ETF July
UJUL

Overview Fund Activity

64 hedge funds and large institutions have $99.4M invested in Innovator US Equity Ultra Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
23
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.58M
2
KWM
2
KFG Wealth Management
Indiana
$9.46M
3
NFG
3
Nations Financial Group
Iowa
$1.54M
4
BCM
4
Brookstone Capital Management
Illinois
$19.5M
5
W
5
WPWealth
Texas
$1.53M

Top Sellers

1
CF
1
Centaurus Financial
California
$624K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.58M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
W
4
WorthPointe
California
$482K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$19.5M 574,146 +39,713 +7%
Osaic Holdings
2
Osaic Holdings
Arizona
$9.58M 282,527 +242,710 +610%
KWM
3
KFG Wealth Management
Indiana
$9.46M 278,924 +62,714 +29%
KAS
4
Kestra Advisory Services
Texas
$8.54M 251,954 -3,528 -1%
RJA
5
Raymond James & Associates
Florida
$7.4M 218,211 +3,713 +2%
PCA
6
Prosperity Capital Advisors
Ohio
$7.34M 216,446 +6,102 +3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$4.51M 132,950 +11,496 +9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.42M 71,390 +8,579 +14%
AF
9
Allworth Financial
California
$1.81M 53,323 – –
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.58M 46,563 -16,153 -26%
NFG
11
Nations Financial Group
Iowa
$1.54M 45,353 +45,353 New
W
12
WPWealth
Texas
$1.53M 45,094 +35,884 +390%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.3M 38,359 +1,144 +3%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.11M 32,647 – –
SWM
15
Spire Wealth Management
Virginia
$1.07M 31,680 +15,980 +102%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.04M 30,600 +30,600 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$1.04M 30,540 +27,010 +765%
FFG
18
Fiduciary Financial Group
California
$1.02M 30,156 – –
MML Investors Services
19
MML Investors Services
Massachusetts
$979K 28,880 +28,880 New
Truist Financial
20
Truist Financial
North Carolina
$929K 27,392 +27,392 New
LPL Financial
21
LPL Financial
California
$834K 24,598 -396 -2%
CVA
22
Central Valley Advisors
California
$829K 24,453 +23,020 +1,606%
AWA
23
Arete Wealth Advisors
Illinois
$735K 21,701 -2,906 -12%
OCFG
24
O'Connor Financial Group
Illinois
$712K 21,006 +21,006 New
BFG
25
Berger Financial Group
Minnesota
$625K 18,431 +11,607 +170%
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