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Innovator US Equity Ultra Buffer ETF June
UJUN

Overview Fund Activity

49 hedge funds and large institutions have $44.6M invested in Innovator US Equity Ultra Buffer ETF June in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 2 closing their positions.

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
22
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.37M
2
PCA
2
Prosperity Capital Advisors
Ohio
$4.61M
3
OMC
3
Old Mission Capital
Illinois
$1.1M
4
GS
4
GTS Securities
New York
$229K
5
LPL Financial
5
LPL Financial
California
$974K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$553K
2
KWM
2
KFG Wealth Management
Indiana
$3.96M
3
IWM
3
IHT Wealth Management
Illinois
$0
4
TF
4
Trek Financial
Arizona
$5.07M
5
BFG
5
Berger Financial Group
Minnesota
$6.81M
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
1
Berger Financial Group
Minnesota
$6.81M 205,481 -8,493 -4%
TF
2
Trek Financial
Arizona
$5.07M 153,090 -9,226 -6%
PCA
3
Prosperity Capital Advisors
Ohio
$4.61M 138,789 +15,994 +13%
KWM
4
KFG Wealth Management
Indiana
$3.96M 119,360 -54,014 -31%
CRWM
5
Castle Rock Wealth Management
California
$1.44M 43,251 – –
KAS
6
Kestra Advisory Services
Texas
$1.41M 42,686 -975 -2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.37M 41,223 +28,014 +212%
SWM
8
Spire Wealth Management
Virginia
$1.19M 35,885 -6,723 -16%
BCM
9
Brookstone Capital Management
Illinois
$1.16M 35,102 -2,221 -6%
OMC
10
Old Mission Capital
Illinois
$1.1M 33,174 +12,592 +61%
OCFG
11
O'Connor Financial Group
Illinois
$1.04M 31,470 – –
LPL Financial
12
LPL Financial
California
$974K 29,390 +6,303 +27%
WFAG
13
Worth Financial Advisory Group
North Carolina
$917K 27,675 – –
SAG
14
SageView Advisory Group
California
$910K 27,452 – –
WTFG
15
Wood Tarver Financial Group
Idaho
$888K 26,790 – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$867K 26,170 -7 -0%
IWM
17
IMG Wealth Management
Florida
$866K 26,137 -72 -0.3%
Osaic Holdings
18
Osaic Holdings
Arizona
$790K 23,849 -1,481 -6%
Truist Financial
19
Truist Financial
North Carolina
$725K 21,881 -20 -0.1%
CVA
20
Central Valley Advisors
California
$719K 21,703 -294 -1%
BPA
21
Beacon Pointe Advisors
California
$702K 21,170 – –
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$578K 17,447 -751 -4%
GSIAS
23
Garden State Investment Advisory Services
New Jersey
$571K 17,235 – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$553K 16,702 -67,774 -80%
AIA
25
AssuredPartners Investment Advisors
Florida
$509K 15,353 -1,442 -9%
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