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Innovator US Equity Ultra Buffer ETF June
UJUN

Overview Fund Activity

49 hedge funds and large institutions have $69M invested in Innovator US Equity Ultra Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
13
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFG
1
Berger Financial Group
Minnesota
$9.16M
2
BCM
2
Brookstone Capital Management
Illinois
$19.4M
3
OMC
3
Old Mission Capital
Illinois
$790K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$322K
5
Jane Street
5
Jane Street
New York
$686K

Top Sellers

1
TF
1
Trek Financial
Arizona
$5.43M
2
SAG
2
SageView Advisory Group
California
$569K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
AIC
4
Archer Investment Corporation
Indiana
$16.3K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$19.4M 583,767 +37,389 +7%
BFG
2
Berger Financial Group
Minnesota
$9.16M 275,792 +123,186 +81%
KWM
3
KFG Wealth Management
Indiana
$6.99M 210,472 +3,198 +2%
TF
4
Trek Financial
Arizona
$5.43M 163,476 -156,825 -49%
PCA
5
Prosperity Capital Advisors
Ohio
$3.73M 112,134 +7,273 +7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.86M 85,956 – –
KAS
7
Kestra Advisory Services
Texas
$1.51M 45,311 -1,744 -4%
CRWM
8
Castle Rock Wealth Management
California
$1.49M 44,855 -238 -0.5%
SWM
9
Spire Wealth Management
Virginia
$1.47M 44,369 -4 -0%
SPC
10
Sigma Planning Corp
Michigan
$1.24M 37,321 -3,353 -8%
OCFG
11
O'Connor Financial Group
Illinois
$1.05M 31,470 -280 -0.9%
WFAG
12
Worth Financial Advisory Group
North Carolina
$920K 27,675 -521 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$915K 27,523 +4,309 +19%
Osaic Holdings
14
Osaic Holdings
Arizona
$873K 26,279 -1,340 -5%
OMC
15
Old Mission Capital
Illinois
$790K 23,761 +23,761 New
LPL Financial
16
LPL Financial
California
$767K 23,087 +1,100 +5%
CVA
17
Central Valley Advisors
California
$763K 22,947 – –
Truist Financial
18
Truist Financial
North Carolina
$732K 22,030 +13 +0.1%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$712K 21,432 – –
BPA
20
Beacon Pointe Advisors
California
$706K 21,260 – –
Jane Street
21
Jane Street
New York
$686K 20,647 +8,799 +74%
IWM
22
IHT Wealth Management
Illinois
$602K 17,825 +614 +4%
GSIAS
23
Garden State Investment Advisory Services
New Jersey
$573K 17,235 – –
SAG
24
SageView Advisory Group
California
$569K 17,126 -32,335 -65%
TWM
25
Tradition Wealth Management
Minnesota
$461K 13,868 – –
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