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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 %
BCM
1
Brookstone Capital Management
Illinois
$13.6M 481,794 -49,100 -9%
TF
2
Trek Financial
Arizona
$9.11M 321,981 -3,257 -1%
BFG
3
Berger Financial Group
Minnesota
$5.02M 177,479 +9,270 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.24M 79,001 -1,857 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.21M 78,258 +4,879 +7%
PCA
6
Prosperity Capital Advisors
Ohio
$2.09M 73,974 -105,250 -59%
KWM
7
KFG Wealth Management
Indiana
$2.04M 72,234 +5,809 +9%
CFCI
8
Comprehensive Financial Consultants Institutional
Indiana
$1.94M 68,422 -1,059 -2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$1.48M 52,276 +52,276 New
CRWM
10
Castle Rock Wealth Management
California
$1.28M 45,543 -1,900 -4%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$650K 22,962 +22,962 New
CWS
12
Cypress Wealth Services
California
$614K 21,707 -37,950 -64%
BPA
13
Beacon Pointe Advisors
California
$575K 20,335 +20,335 New
AWM
14
AE Wealth Management
Kansas
$546K 19,288 -69 -0.4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$519K 18,352 +558 +3%
GSIAS
16
Garden State Investment Advisory Services
New Jersey
$488K 17,235 -6,965 -29%
PA
17
PFG Advisors
Arizona
$437K 15,456 +6,683 +76%
OMC
18
Old Mission Capital
Illinois
$434K 15,331 +3,038 +25%
LPL Financial
19
LPL Financial
California
$420K 14,832 +14,832 New
AIC
20
Archer Investment Corporation
Indiana
$404K 14,258 -1,497 -10%
SAF
21
Smith Anglin Financial
Texas
$332K 11,747 – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$321K 11,334 -13,476 -54%
Citadel Advisors
23
Citadel Advisors
Florida
$284K 10,024 -6,580 -40%
SWA
24
Stratos Wealth Advisors
Ohio
$283K 9,990 – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$265K 9,375 -156 -2%
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