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Innovator US Equity Ultra Buffer ETF October
UOCT

Overview Fund Activity

36 hedge funds and large institutions have $41.8M invested in Innovator US Equity Ultra Buffer ETF October in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
5
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$12.2M
2
SIA
2
Soltis Investment Advisors
Utah
$8.18M
3
CAG
3
Compass Advisory Group
New York
$1.43M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.15M
5
AWM
5
AE Wealth Management
Kansas
$610K

Top Sellers

1
SB
1
Strategic Blueprint
Georgia
$0
2
SHIM
2
Stone House Investment Management
Pennsylvania
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
FA
4
Fermata Advisors
California
$575K
5
CA
5
CoreCap Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$12.2M 469,172 +469,172 New
SIA
2
Soltis Investment Advisors
Utah
$8.18M 311,527 +311,527 New
Osaic Holdings
3
Osaic Holdings
Arizona
$7.14M 271,870 +2,230 +0.8%
CAG
4
Compass Advisory Group
New York
$1.43M 54,591 +54,591 New
BFC
5
Bedel Financial Consulting
Indiana
$1.39M 51,665 -392 -0.8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.15M 43,613 +36,047 +476%
Betterment LLC
7
Betterment LLC
New York
$938K 35,575 – –
AWA
8
Arete Wealth Advisors
Illinois
$863K 32,851 -1,663 -5%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$822K 31,285 -460 -1%
AWM
10
AE Wealth Management
Kansas
$610K 23,239 +23,239 New
FA
11
Fermata Advisors
California
$575K 21,880 -2,728 -11%
LPL Financial
12
LPL Financial
California
$527K 20,064 – –
CA
13
Cetera Advisors
Colorado
$480K 18,290 – –
VWA
14
V Wealth Advisors
Kansas
$462K 17,607 -400 -2%
CFCI
15
Comprehensive Financial Consultants Institutional
Indiana
$461K 17,464 +382 +2%
MG
16
Mather Group
Illinois
$448K 17,058 – –
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$399K 15,180 -400 -3%
AIC
18
Archer Investment Corporation
Indiana
$383K 14,574 +56 +0.4%
MCC
19
Money Concepts Capital
Florida
$373K 14,201 – –
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$321K 12,219 +12,219 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$318K 12,114 -2,419 -17%
Morgan Stanley
22
Morgan Stanley
New York
$263K 10,000 – –
SWP
23
Summit Wealth Partners
Florida
$241K 9,169 – –
KAS
24
Kestra Advisory Services
Texas
$235K 8,931 +115 +1%
TC
25
TownSquare Capital
Utah
$231K 8,798 +8,798 New
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