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Innovator US Equity Ultra Buffer ETF June
UJUN

Overview Fund Activity

39 hedge funds and large institutions have $36M invested in Innovator US Equity Ultra Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$818K
2
AWA
2
Arete Wealth Advisors
Illinois
$418K
3
KAS
3
Kestra Advisory Services
Texas
$305K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$287K
5
MCC
5
Money Concepts Capital
Florida
$217K

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$2.05M
2
CFCI
2
Comprehensive Financial Consultants Institutional
Indiana
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.65M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$248K 8,254 – –
SWM
27
Spire Wealth Management
Virginia
$245K 8,080 -1,050 -12%
MCC
28
Money Concepts Capital
Florida
$217K 7,231 +7,231 New
SWA
29
Stratos Wealth Advisors
Ohio
$214K 7,117 -2,873 -29%
ASN
30
Advisory Services Network
Georgia
$173K 5,745 +5,745 New
IF
31
Integrity Financial
Wyoming
$115K 3,837 – –
WP
32
WealthShield Partners
North Carolina
$108K 3,584 – –
OIA
33
Optimum Investment Advisors
Illinois
$79.6K 2,650 – –
HI
34
Harbour Investments
Wisconsin
$56.4K 1,875 – –
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$54K 1,781 – –
DFA
36
DHJJ Financial Advisors
Illinois
$39.8K 1,325 – –
LFG
37
Larson Financial Group
Missouri
$13.3K 443 – –
UBS Group
38
UBS Group
Switzerland
$2.98K 99 -1,200 -92%
SAG
39
SageView Advisory Group
California
$1.14K 34,721 +34,721 New
CFCI
40
Comprehensive Financial Consultants Institutional
Indiana
– – -68,422 Closed
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
– – -52,276 Closed
AWM
42
AE Wealth Management
Kansas
– – -19,288 Closed
SAF
43
Smith Anglin Financial
Texas
– – -11,747 Closed
BWP
44
Balboa Wealth Partners
Arizona
– – -8,878 Closed
USCWA
45
U.S. Capital Wealth Advisors
Texas
– – -7,865 Closed
KWM
46
Kingsview Wealth Management
Oregon
– – -7,621 Closed
CPG
47
Cornerstone Planning Group
New Jersey
– – -674 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
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