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Innovator US Equity 10 Buffer ETF Quarterly
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Overview Fund Activity

35 hedge funds and large institutions have $167M invested in Innovator US Equity 10 Buffer ETF Quarterly in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 7 closing their positions.

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
19
Reduced
3
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
1
Wealthquest
Ohio
$66.5M
2
WCAMG
2
Woodard & Company Asset Management Group
North Carolina
$11.6M
3
CWG
3
Crown Wealth Group
North Carolina
$7.71M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$11.7M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.9M

Top Sellers

1
CPP
1
Capasso Planning Partners
South Carolina
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$0
4
RWM
4
Ritholtz Wealth Management
New York
$0
5
SPIA
5
Steward Partners Investment Advisory
New York
$128K
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$390K 13,321 +13,321 New
FHC
27
First Heartland Consultants
Missouri
$351K 12,024 +12,024 New
AI
28
Atria Investments
North Carolina
$317K 10,849 +10,849 New
LPL Financial
29
LPL Financial
California
$316K 10,788 +2,388 +28%
HI
30
Harbour Investments
Wisconsin
$309K 10,566 +1,065 +11%
VFPW
31
Vantage Financial Partners (Wisconsin)
Wisconsin
$265K 9,061 – –
CA
32
CoreCap Advisors
Michigan
$221K 7,541 – –
OLVIG
33
Oliver Lagore Vanvalin Investment Group
Michigan
$145K 4,966 -483 -9%
SPIA
34
Steward Partners Investment Advisory
New York
$128K 4,368 -7,777 -64%
Bank of America
35
Bank of America
North Carolina
$103K 3,505 +3,505 New
HNB
36
Huntington National Bank
Ohio
– – – –
CPP
37
Capasso Planning Partners
South Carolina
– – -23,838 Closed
Citadel Advisors
38
Citadel Advisors
Florida
– – -15,259 Closed
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
– – -9,814 Closed
RWM
40
Ritholtz Wealth Management
New York
– – -8,448 Closed
OCM
41
Orion Capital Management
California
– – -2,025 Closed
OSAM
42
O'Shaughnessy Asset Management
Connecticut
– – -548 Closed
UBS Group
43
UBS Group
Switzerland
– – -38 Closed
CFGS
44
Concourse Financial Group Securities
Alabama
– – – –
1
2