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Innovator US Equity Ultra Buffer ETF October
UOCT

Overview Fund Activity

79 hedge funds and large institutions have $132M invested in Innovator US Equity Ultra Buffer ETF October in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
79
Holders Change
+20
Holders Change %
+33.9%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
25
Increased
29
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$30.7M
2
Raymond James Financial
2
Raymond James Financial
Florida
$13.1M
3
TPW
3
Talon Private Wealth
Florida
$9.73M
4
EMAM
4
Encompass More Asset Management
California
$5.82M
5
DLHL
5
Donald L. Hagan LLC
Florida
$3.56M

Top Sellers

1
WWA
1
WCG Wealth Advisors
Nevada
$0
2
TC
2
TownSquare Capital
Utah
$317K
3
BWM
3
Brown Wealth Management
Illinois
$0
4
Barclays
4
Barclays
United Kingdom
$0
5
CF
5
Centaurus Financial
California
$688K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$30.7M 871,112 +829,774 +2,007%
Raymond James Financial
2
Raymond James Financial
Florida
$13.1M 372,571 +372,571 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.6M 329,696 +5,831 +2%
TPW
4
Talon Private Wealth
Florida
$9.73M 275,679 +275,679 New
PCA
5
Prosperity Capital Advisors
Ohio
$6.15M 174,446 +14,071 +9%
EMAM
6
Encompass More Asset Management
California
$5.82M 164,992 +164,992 New
DLHL
7
Donald L. Hagan LLC
Florida
$3.56M 100,999 +100,999 New
KWM
8
KFG Wealth Management
Indiana
$3.24M 91,867 +41,486 +82%
ASN
9
Advisory Services Network
Georgia
$3.12M 88,534 +88,534 New
KAS
10
Kestra Advisory Services
Texas
$2.99M 84,840 +23,527 +38%
IWM
11
IMG Wealth Management
Florida
$2.14M 60,644 +60,644 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.01M 57,062 +38,898 +214%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.92M 54,551 +47,158 +638%
CVA
14
Central Valley Advisors
California
$1.72M 48,870 +19,320 +65%
FA
15
Fermata Advisors
California
$1.63M 46,308 +39,146 +547%
SPC
16
Sigma Planning Corp
Michigan
$1.61M 45,545 +45,545 New
Truist Financial
17
Truist Financial
North Carolina
$1.59M 45,024 +5,224 +13%
LPL Financial
18
LPL Financial
California
$1.57M 44,511 +309 +0.7%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1.55M 43,832 +13,069 +42%
SAG
20
SageView Advisory Group
California
$1.43M 40,455 +40,455 New
BFC
21
Bedel Financial Consulting
Indiana
$1.35M 37,545 -52 -0.1%
AWM
22
AE Wealth Management
Kansas
$1.21M 34,287 +6,243 +22%
AF
23
Allworth Financial
California
$1.16M 32,413 +32,130 +11,353%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.09M 30,979 +30,979 New
BFG
25
Berger Financial Group
Minnesota
$991K 28,084 +20,721 +281%
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