ZJUL

Innovtor Equity Defined Protection ETF - 1 Yr July
ZJUL

Overview Fund Activity

65 hedge funds and large institutions have $60.4M invested in Innovtor Equity Defined Protection ETF - 1 Yr July in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
65
Holders Change
+65
Holders Change %
–
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
65
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.47M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.42M
3
RA
3
RFG Advisory
Alabama
$4.19M
4
CF
4
Centaurus Financial
California
$3.62M
5
PS
5
Principal Securities
Iowa
$2.71M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
TSW
51
Three Seasons Wealth
Utah
$229K 8,565 +8,565 New
VWA
52
Visionary Wealth Advisors
Illinois
$225K 8,415 +8,415 New
CB
53
Chris Bulman
California
$221K 8,235 +8,235 New
AC
54
Applied Capital
Arkansas
$218K 8,158 +8,158 New
AWS
55
Atria Wealth Solutions
New York
$217K 8,102 +8,102 New
CWA
56
Core Wealth Advisors
Florida
$208K 7,758 +7,758 New
CA
57
Claro Advisors
Massachusetts
$206K 7,676 +7,676 New
GM
58
GeoWealth Management
Illinois
$123K 4,590 +4,590 New
DFA
59
DHJJ Financial Advisors
Illinois
$61.9K 2,310 +2,310 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$52K 1,932 +1,932 New
IA
61
IFP Advisors
Florida
$41.2K 1,540 +1,540 New
CFGS
62
Concourse Financial Group Securities
Alabama
$25.8K 965 +965 New
LIS
63
Legacy Investment Solutions
Idaho
$1.27K 47 +47 New
LWMI
64
Legacy Wealth Management (Idaho)
Idaho
$1.27K 47 +47 New
Bank of America
65
Bank of America
North Carolina
$884 33 +33 New
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