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Innovator Defined Wealth Shield ETF
BALT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Raymond James Financial
1
Raymond James Financial
Florida
USD 94.5 M +USD 7.33 M +215,467 +8%
Osaic Holdings
2
Osaic Holdings
Arizona
USD 93 M +USD 8.5 M +249,756 +10%
Wealthquest
3
Wealthquest
Ohio
USD 87.1 M -USD 23.5 M -691,439 -21%
LPL Financial
4
LPL Financial
California
USD 82 M +USD 53.6 M +1,575,023 +193%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 66.5 M -USD 116 k -3,401 -0.2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
USD 60.7 M +USD 6.05 M +177,911 +11%
Kingsview Wealth Management
7
Kingsview Wealth Management
Oregon
USD 47.5 M +USD 7.82 M +229,937 +20%
Foundations Investment Advisors
8
Foundations Investment Advisors
Arizona
USD 47.4 M -USD 574 k -16,857 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 42.4 M +USD 9.9 M +291,686 +31%
RWP
10
Reliant Wealth Planning
Kentucky
USD 35.5 M +USD 1.08 M +31,667 +3%
Brookstone Capital Management
11
Brookstone Capital Management
Illinois
USD 34.5 M +USD 3.07 M +90,346 +10%
CWG
12
Crown Wealth Group
North Carolina
USD 33.5 M +USD 1.43 M +41,911 +4%
CAG
13
Compass Advisory Group
New York
USD 31.2 M +USD 1.72 M +50,682 +6%
LJCM
14
Lee Johnson Capital Management
Texas
USD 30.8 M -USD 17.2 M -505,007 -36%
PWM
15
PTM Wealth Management
United States
USD 29.3 M +USD 2.25 M +66,038 +8%
MFG
16
MTM Financial Group
Pennsylvania
USD 27 M +USD 34.1 k +1,002 +0.1%
KA
17
Kure Advisory
Minnesota
USD 25.4 M +USD 1.03 M +30,269 +4%
NewEdge Advisors
18
NewEdge Advisors
Louisiana
USD 24.6 M +USD 7.31 M +214,836 +43%
Clear Creek Financial Management
19
Clear Creek Financial Management
Washington
USD 22.9 M +USD 1.91 M +56,027 +9%
Axxcess Wealth Management
20
Axxcess Wealth Management
California
USD 22.3 M +USD 6.93 M +203,606 +45%
Centaurus Financial
21
Centaurus Financial
California
USD 21.3 M +USD 4.67 M +137,371 +28%
Personal CFO Solutions
22
Personal CFO Solutions
New Jersey
USD 19.3 M +USD 466 k +13,702 +2%
Visionary Wealth Advisors
23
Visionary Wealth Advisors
Illinois
USD 18.9 M +USD 1.48 M +43,403 +9%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
USD 18 M +USD 7.15 M +210,276 +67%
NIA
25
NBZ Investment Advisors
Tennessee
USD 16.8 M -USD 7.38 k -217 -0%
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