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Innovator US Equity Ultra Buffer ETF July
UJUL

Overview Fund Activity

69 hedge funds and large institutions have $106M invested in Innovator US Equity Ultra Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
22
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
Merit Financial Group
Georgia
$2.77M
2
Cerity Partners
Cerity Partners
New York
$2M
3
SF
Seros Financial
Arizona
$9.04M
4
BCI
Brinker Capital Investments
Pennsylvania
$1.62M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.16M

Top Sellers

1
KWM
KFG Wealth Management
Indiana
$6.12M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
OMC
Old Mission Capital
Illinois
$0
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.25M
5
SWM
Spire Wealth Management
Virginia
$275K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$11.1M +$300K +8,621 +3%
Raymond James Financial
2
Raymond James Financial
Florida
$10.1M +$332K +9,025 +3%
KAS
3
Kestra Advisory Services
Texas
$9.59M +$453K +12,312 +5%
PCA
4
Prosperity Capital Advisors
Ohio
$9.51M +$536K +14,571 +6%
SF
5
Seros Financial
Arizona
$9.04M +$1.47M +40,058 +19%
KWM
6
KFG Wealth Management
Indiana
$6.12M -$1.34M -36,466 -18%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$5.08M +$174K +4,704 +4%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$4.16M +$918K +24,958 +28%
MFG
9
Merit Financial Group
Georgia
$2.77M +$2.77M +75,374 New
IWM
10
IMG Wealth Management
Florida
$2.39M +$236K +6,409 +11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.25M -$301K -8,171 -12%
Cerity Partners
12
Cerity Partners
New York
$2M +$2M +54,273 New
AF
13
Allworth Financial
California
$1.86M -$26.3K -716 -1%
NFG
14
Nations Financial Group
Iowa
$1.66M -$3.9K -106 -0.2%
BCI
15
Brinker Capital Investments
Pennsylvania
$1.62M +$957K +26,025 +145%
W
16
WPWealth
Texas
$1.47M -$54.7K -1,487 -4%
BCM
17
Brookstone Capital Management
Illinois
$1.29M -$70.7K -1,921 -5%
CPIG
18
Chicago Partners Investment Group
Illinois
$1.21M – – –
CVA
19
Central Valley Advisors
California
$1.17M +$305K +8,290 +35%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.16M +$36.8K +1,000 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.15M +$179K +4,875 +18%
FFG
22
Fiduciary Financial Group
California
$1.11M – – –
LPL Financial
23
LPL Financial
California
$1.02M +$147K +3,999 +17%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.01M +$59.2K +1,610 +6%
MML Investors Services
25
MML Investors Services
Massachusetts
$975K -$221 -6 -0%
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