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Innovator US Equity Ultra Buffer ETF October
UOCT

Overview Fund Activity

39 hedge funds and large institutions have $42.1M invested in Innovator US Equity Ultra Buffer ETF October in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 18 reducing their positions, and 14 closing their positions.

Holders
39
Holders Change
-10
Holders Change %
-20.41%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
18
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$12.3M
2
LPL Financial
2
LPL Financial
California
$1.13M
3
WWA
3
WCG Wealth Advisors
Nevada
$448K
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$295K
5
PCA
5
Prosperity Capital Advisors
Ohio
$3.21M

Top Sellers

1
AWM
1
Axxcess Wealth Management
California
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$340K
3
AWA
3
Arete Wealth Advisors
Illinois
$0
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$208K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWG
51
Cornerstone Wealth Group
North Carolina
– – -6,986 Closed
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
– – -3,131 Closed
UBS Group
53
UBS Group
Switzerland
– – -64 Closed
CFGS
54
Concourse Financial Group Securities
Alabama
– – – –
1 2
3