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Innovator US Equity Ultra Buffer ETF July
UJUL

Overview Fund Activity

67 hedge funds and large institutions have $85.8M invested in Innovator US Equity Ultra Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 34 reducing their positions, and 4 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
34
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$8.33M
2
IWM
2
IMG Wealth Management
Florida
$2M
3
WTFG
3
Wood Tarver Financial Group
Idaho
$1.02M
4
I
4
InvesTrust
Oklahoma
$563K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$486K

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.38M
2
KWM
2
KFG Wealth Management
Indiana
$8.98M
3
OMC
3
Old Mission Capital
Illinois
$0
4
RA
4
RFG Advisory
Alabama
$0
5
SFA
5
Souders Financial Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$9.62M 278,882 -3,645 -1%
KWM
2
KFG Wealth Management
Indiana
$8.98M 260,229 -18,695 -7%
KAS
3
Kestra Advisory Services
Texas
$8.66M 251,062 -892 -0.4%
Raymond James Financial
4
Raymond James Financial
Florida
$8.33M 241,498 +241,498 New
PCA
5
Prosperity Capital Advisors
Ohio
$7.91M 229,407 +12,961 +6%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$4.78M 138,695 +5,745 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.48M 71,881 +491 +0.7%
IWM
8
IMG Wealth Management
Florida
$2M 57,963 +57,963 New
AF
9
Allworth Financial
California
$1.87M 53,128 -195 -0.4%
NFG
10
Nations Financial Group
Iowa
$1.56M 45,348 -5 -0%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$1.5M 43,601 +13,061 +43%
W
12
WPWealth
Texas
$1.43M 41,444 -3,650 -8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.41M 40,834 +2,475 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.39M 40,289 -6,274 -13%
BCM
15
Brookstone Capital Management
Illinois
$1.38M 39,924 -534,222 -93%
CPIG
16
Chicago Partners Investment Group
Illinois
$1.13M 32,647 – –
HighTower Advisors
17
HighTower Advisors
Illinois
$1.06M 30,600 – –
FFG
18
Fiduciary Financial Group
California
$1.04M 30,156 – –
MML Investors Services
19
MML Investors Services
Massachusetts
$1.03M 29,988 +1,108 +4%
SWM
20
Spire Wealth Management
Virginia
$1.03M 29,897 -1,783 -6%
WTFG
21
Wood Tarver Financial Group
Idaho
$1.02M 29,500 +29,500 New
Truist Financial
22
Truist Financial
North Carolina
$933K 27,045 -347 -1%
LPL Financial
23
LPL Financial
California
$863K 25,009 +411 +2%
CVA
24
Central Valley Advisors
California
$808K 23,431 -1,022 -4%
AWA
25
Arete Wealth Advisors
Illinois
$721K 20,889 -812 -4%
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