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Innovator US Equity Ultra Buffer ETF June
UJUN

Overview Fund Activity

38 hedge funds and large institutions have $35.4M invested in Innovator US Equity Ultra Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$1.02M
2
TWM
2
Tradition Wealth Management
Minnesota
$445K
3
Citadel Advisors
3
Citadel Advisors
Florida
$602K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$808K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.62M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.02M
2
CWS
2
Cypress Wealth Services
California
$0
3
KWM
3
KFG Wealth Management
Indiana
$1.5M
4
BCM
4
Brookstone Capital Management
Illinois
$1.64M
5
PA
5
PFG Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
Trek Financial
Arizona
$9.77M 315,064 -4,821 -2%
BFG
2
Berger Financial Group
Minnesota
$5.45M 175,860 -260 -0.1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.62M 84,385 +4,874 +6%
PCA
4
Prosperity Capital Advisors
Ohio
$1.83M 59,091 -6,091 -9%
BCM
5
Brookstone Capital Management
Illinois
$1.64M 53,018 -15,212 -22%
KWM
6
KFG Wealth Management
Indiana
$1.5M 48,269 -17,681 -27%
CRWM
7
Castle Rock Wealth Management
California
$1.4M 45,093 -450 -1%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.02M 33,046 -21,989 -40%
KAS
9
Kestra Advisory Services
Texas
$1.02M 32,794 +22,652 +223%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$808K 26,059 +7,602 +41%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$665K 21,432 -1,530 -7%
BPA
12
Beacon Pointe Advisors
California
$631K 20,335 – –
LPL Financial
13
LPL Financial
California
$607K 19,582 -928 -5%
Citadel Advisors
14
Citadel Advisors
Florida
$602K 19,416 +9,200 +90%
OMC
15
Old Mission Capital
Illinois
$585K 18,850 +181 +1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$570K 18,374 – –
GSIAS
17
Garden State Investment Advisory Services
New Jersey
$534K 17,235 – –
Jane Street
18
Jane Street
New York
$458K 14,776 -12,425 -46%
AWA
19
Arete Wealth Advisors
Illinois
$446K 14,370 +472 +3%
TWM
20
Tradition Wealth Management
Minnesota
$445K 14,337 +14,337 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$370K 11,942 +2,387 +25%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$281K 9,062 -98 -1%
SFA
23
Sequoia Financial Advisors
Ohio
$279K 8,985 – –
AIC
24
Archer Investment Corporation
Indiana
$273K 8,796 -504 -5%
SPIA
25
Steward Partners Investment Advisory
New York
$256K 8,254 – –
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