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Innovator US Equity Ultra Buffer ETF June
UJUN

Overview Fund Activity

41 hedge funds and large institutions have $49.6M invested in Innovator US Equity Ultra Buffer ETF June in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.48M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$650K
3
BPA
3
Beacon Pointe Advisors
California
$575K
4
LPL Financial
4
LPL Financial
California
$420K
5
BFG
5
Berger Financial Group
Minnesota
$5.02M

Top Sellers

1
PCA
1
Prosperity Capital Advisors
Ohio
$2.09M
2
BCM
2
Brookstone Capital Management
Illinois
$13.6M
3
CWS
3
Cypress Wealth Services
California
$614K
4
MSRI
4
Michael S. Ryan Inc
New York
$0
5
MAM
5
Milestone Asset Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
26
Spire Wealth Management
Virginia
$258K 9,130 – –
SFA
27
Sequoia Financial Advisors
Ohio
$254K 8,985 – –
BWP
28
Balboa Wealth Partners
Arizona
$251K 8,878 – –
SPIA
29
Steward Partners Investment Advisory
New York
$234K 8,254 +1,052 +15%
USCWA
30
U.S. Capital Wealth Advisors
Texas
$223K 7,865 – –
KWM
31
Kingsview Wealth Management
Oregon
$216K 7,621 +7,621 New
IF
32
Integrity Financial
Wyoming
$109K 3,837 – –
WP
33
WealthShield Partners
North Carolina
$101K 3,584 – –
OIA
34
Optimum Investment Advisors
Illinois
$75K 2,650 – –
HI
35
Harbour Investments
Wisconsin
$53.1K 1,875 -450 -19%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$50K 1,781 – –
DFA
37
DHJJ Financial Advisors
Illinois
$37.5K 1,325 +1,325 New
UBS Group
38
UBS Group
Switzerland
$36.8K 1,299 -551 -30%
CPG
39
Cornerstone Planning Group
New Jersey
$19.1K 674 +674 New
LFG
40
Larson Financial Group
Missouri
$12.5K 443 – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$4K 141 +141 New
MSRI
42
Michael S. Ryan Inc
New York
– – -23,328 Closed
MAM
43
Milestone Asset Management
Pennsylvania
– – -17,352 Closed
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
– – -16,045 Closed
AWA
45
Arete Wealth Advisors
Illinois
– – -15,364 Closed
WP
46
WealthPLAN Partners
Nebraska
– – -6,525 Closed
IA
47
IFP Advisors
Florida
– – -2,815 Closed
AAP
48
Arax Advisory Partners
Colorado
– – -1,109 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
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