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Innovator US Equity Ultra Buffer ETF June
UJUN

Overview Fund Activity

40 hedge funds and large institutions have $54.6M invested in Innovator US Equity Ultra Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
6
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFCI
1
Comprehensive Financial Consultants Institutional
Indiana
$2M
2
BCM
2
Brookstone Capital Management
Illinois
$15.1M
3
GSIAS
3
Garden State Investment Advisory Services
New Jersey
$692K
4
MSRI
4
Michael S. Ryan Inc
New York
$667K
5
KWM
5
KFG Wealth Management
Indiana
$1.9M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.1M
2
PCA
2
Prosperity Capital Advisors
Ohio
$5.12M
3
SWP
3
Summit Wealth Partners
Florida
$0
4
BPA
4
Beacon Pointe Advisors
California
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$272K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$15.1M 530,894 +33,649 +7%
TF
2
Trek Financial
Arizona
$9.3M 325,238 -2,961 -0.9%
PCA
3
Prosperity Capital Advisors
Ohio
$5.12M 179,224 -36,014 -17%
BFG
4
Berger Financial Group
Minnesota
$4.81M 168,209 +1,732 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.31M 80,858 -1,079 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.1M 73,379 -809,761 -92%
CFCI
7
Comprehensive Financial Consultants Institutional
Indiana
$2M 69,481 +69,481 New
KWM
8
KFG Wealth Management
Indiana
$1.9M 66,425 +21,172 +47%
CWS
9
Cypress Wealth Services
California
$1.72M 59,657 – –
CRWM
10
Castle Rock Wealth Management
California
$1.36M 47,443 – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$709K 24,810 -1,016 -4%
GSIAS
12
Garden State Investment Advisory Services
New Jersey
$692K 24,200 +24,200 New
MSRI
13
Michael S. Ryan Inc
New York
$667K 23,328 +23,328 New
AWM
14
AE Wealth Management
Kansas
$553K 19,357 +19,357 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$509K 17,794 +9,960 +127%
MAM
16
Milestone Asset Management
Pennsylvania
$496K 17,352 +17,352 New
Citadel Advisors
17
Citadel Advisors
Florida
$475K 16,604 -1,187 -7%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$459K 16,045 +16,045 New
AIC
19
Archer Investment Corporation
Indiana
$450K 15,755 +4,720 +43%
AWA
20
Arete Wealth Advisors
Illinois
$439K 15,364 -6,237 -29%
OMC
21
Old Mission Capital
Illinois
$351K 12,293 +12,293 New
SAF
22
Smith Anglin Financial
Texas
$336K 11,747 +11,747 New
SWA
23
Stratos Wealth Advisors
Ohio
$286K 9,990 – –
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$272K 9,531 -18,207 -66%
SWM
25
Spire Wealth Management
Virginia
$261K 9,130 +230 +3%
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