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Innovator US Equity Ultra Buffer ETF June
UJUN

Overview Fund Activity

48 hedge funds and large institutions have $48.6M invested in Innovator US Equity Ultra Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WTFG
1
Wood Tarver Financial Group
Idaho
$905K
2
IWM
2
IMG Wealth Management
Florida
$886K
3
AIA
3
AssuredPartners Investment Advisors
Florida
$568K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$447K
5
PCA
5
Prosperity Capital Advisors
Ohio
$4.15M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.26M
2
BFG
2
Berger Financial Group
Minnesota
$7.23M
3
KWM
3
KFG Wealth Management
Indiana
$5.86M
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
1
Berger Financial Group
Minnesota
$7.23M 213,974 -61,818 -22%
KWM
2
KFG Wealth Management
Indiana
$5.86M 173,374 -37,098 -18%
TF
3
Trek Financial
Arizona
$5.49M 162,316 -1,160 -0.7%
PCA
4
Prosperity Capital Advisors
Ohio
$4.15M 122,795 +10,661 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.86M 84,476 -1,480 -2%
CRWM
6
Castle Rock Wealth Management
California
$1.5M 43,251 -1,604 -4%
KAS
7
Kestra Advisory Services
Texas
$1.48M 43,661 -1,650 -4%
SWM
8
Spire Wealth Management
Virginia
$1.44M 42,608 -1,761 -4%
BCM
9
Brookstone Capital Management
Illinois
$1.26M 37,323 -546,444 -94%
OCFG
10
O'Connor Financial Group
Illinois
$1.06M 31,470 – –
WFAG
11
Worth Financial Advisory Group
North Carolina
$936K 27,675 – –
SAG
12
SageView Advisory Group
California
$928K 27,452 +10,326 +60%
WTFG
13
Wood Tarver Financial Group
Idaho
$905K 26,790 +26,790 New
IWM
14
IMG Wealth Management
Florida
$886K 26,209 +26,209 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$885K 26,177 -1,346 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$856K 25,330 -949 -4%
LPL Financial
17
LPL Financial
California
$781K 23,087 – –
CVA
18
Central Valley Advisors
California
$744K 21,997 -950 -4%
Truist Financial
19
Truist Financial
North Carolina
$740K 21,901 -129 -0.6%
BPA
20
Beacon Pointe Advisors
California
$716K 21,170 -90 -0.4%
OMC
21
Old Mission Capital
Illinois
$696K 20,582 -3,179 -13%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$615K 18,198 -3,234 -15%
GSIAS
23
Garden State Investment Advisory Services
New Jersey
$583K 17,235 – –
AIA
24
AssuredPartners Investment Advisors
Florida
$568K 16,795 +16,795 New
TWM
25
Tradition Wealth Management
Minnesota
$469K 13,868 – –
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