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Innovator US Equity Ultra Buffer ETF June
UJUN

Overview Fund Activity

51 hedge funds and large institutions have $68M invested in Innovator US Equity Ultra Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
51
Holders Change
+13
Holders Change %
+34.21%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
18
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$17.7M
2
KWM
2
KFG Wealth Management
Indiana
$6.63M
3
SAG
3
SageView Advisory Group
California
$1.58M
4
PCA
4
Prosperity Capital Advisors
Ohio
$3.36M
5
SPC
5
Sigma Planning Corp
Michigan
$1.3M

Top Sellers

1
BFG
1
Berger Financial Group
Minnesota
$4.88M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$245K
4
SFA
4
Sequoia Financial Advisors
Ohio
$0
5
SWA
5
Stratos Wealth Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$17.7M 546,378 +493,360 +931%
TF
2
Trek Financial
Arizona
$10.3M 320,301 +5,237 +2%
KWM
3
KFG Wealth Management
Indiana
$6.63M 207,274 +159,005 +329%
BFG
4
Berger Financial Group
Minnesota
$4.88M 152,606 -23,254 -13%
PCA
5
Prosperity Capital Advisors
Ohio
$3.36M 104,861 +45,770 +77%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.75M 85,956 +1,571 +2%
SAG
7
SageView Advisory Group
California
$1.58M 49,461 +49,461 New
KAS
8
Kestra Advisory Services
Texas
$1.51M 47,055 +14,261 +43%
CRWM
9
Castle Rock Wealth Management
California
$1.45M 45,093 – –
SWM
10
Spire Wealth Management
Virginia
$1.42M 44,373 +36,293 +449%
SPC
11
Sigma Planning Corp
Michigan
$1.3M 40,674 +40,674 New
OCFG
12
O'Connor Financial Group
Illinois
$1.02M 31,750 +31,750 New
WFAG
13
Worth Financial Advisory Group
North Carolina
$902K 28,196 +28,196 New
Osaic Holdings
14
Osaic Holdings
Arizona
$884K 27,619 -5,427 -16%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$874K 27,310 +1,251 +5%
AIC
16
Archer Investment Corporation
Indiana
$762K 23,805 +15,009 +171%
CVA
17
Central Valley Advisors
California
$744K 22,947 +22,947 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$743K 23,214 +4,840 +26%
Truist Financial
19
Truist Financial
North Carolina
$705K 22,017 +22,017 New
LPL Financial
20
LPL Financial
California
$704K 21,987 +2,405 +12%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$686K 21,432 – –
BPA
22
Beacon Pointe Advisors
California
$680K 21,260 +925 +5%
GSIAS
23
Garden State Investment Advisory Services
New Jersey
$552K 17,235 – –
IWM
24
IHT Wealth Management
Illinois
$547K 17,211 +17,211 New
AWA
25
Arete Wealth Advisors
Illinois
$479K 14,958 +588 +4%
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