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Innovator US Equity Ultra Buffer ETF June
UJUN

Overview Fund Activity

36 hedge funds and large institutions have $595M invested in Innovator US Equity Ultra Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
2
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Prosperity Capital Advisors
Ohio
$4.38M
2
KWM
2
KFG Wealth Management
Indiana
$1.16M
3
BFG
3
Berger Financial Group
Minnesota
$758K
4
MCC
4
Money Concepts Capital
Florida
$377K
5
SWA
5
Stratos Wealth Advisors
Ohio
$268K

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$537M
2
BCM
2
Brookstone Capital Management
Illinois
$7.22M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$23.9M
4
FA
4
Fermata Advisors
California
$261K
5
OMC
5
Old Mission Capital
Illinois
$498K
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$537M 20,043 -3,126 -13%
Osaic Holdings
2
Osaic Holdings
Arizona
$23.9M 891,150 -406,538 -31%
TF
3
Trek Financial
Arizona
$8.83M 329,361 -3,887 -1%
BCM
4
Brookstone Capital Management
Illinois
$7.22M 268,091 -663,746 -71%
PCA
5
Prosperity Capital Advisors
Ohio
$4.38M 163,286 +163,286 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.15M 80,131 -1,138 -1%
CWS
7
Cypress Wealth Services
California
$1.6M 59,657 – –
CRWM
8
Castle Rock Wealth Management
California
$1.3M 47,443 -1,300 -3%
KWM
9
KFG Wealth Management
Indiana
$1.16M 43,439 +43,439 New
SWP
10
Summit Wealth Partners
Florida
$1.06M 39,504 -1,683 -4%
BFG
11
Berger Financial Group
Minnesota
$758K 28,306 +28,306 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$748K 27,913 -58 -0.2%
BWP
13
Balboa Wealth Partners
Arizona
$601K 22,442 – –
AIC
14
Archer Investment Corporation
Indiana
$530K 19,764 +72 +0.4%
OMC
15
Old Mission Capital
Illinois
$498K 18,600 -45,302 -71%
4WM
16
4J Wealth Management
Virginia
$395K 14,737 – –
MCC
17
Money Concepts Capital
Florida
$377K 14,071 +12,186 +646%
AWM
18
Axxcess Wealth Management
California
$363K 13,564 – –
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$358K 13,365 -734 -5%
MSFS
20
Main Street Financial Solutions
Pennsylvania
$322K 12,000 -21,300 -64%
SWA
21
Stratos Wealth Advisors
Ohio
$268K 9,990 +9,990 New
FA
22
Fermata Advisors
California
$261K 9,756 -65,987 -87%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$221K 8,249 -30,999 -79%
CIAS
24
Capital Investment Advisory Services
North Carolina
$188K 7,000 – –
IF
25
Integrity Financial
Wyoming
$112K 4,168 – –
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