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Innovator Defined Wealth Shield ETF
BALT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Glen Eagle Advisors
26
Glen Eagle Advisors
New Jersey
USD 16.3 M +USD 2.18 M +64,052 +16%
CRA Financial Services
27
CRA Financial Services
New Jersey
USD 15.6 M +USD 81.8 k +2,405 +0.5%
Marshall Financial Group (Maryland)
28
Marshall Financial Group (Maryland)
Maryland
USD 15.2 M +USD 15.1 M +444,697 Nuevas
AE Wealth Management
29
AE Wealth Management
Kansas
USD 14.6 M -USD 5.68 M -166,901 -28%
BHWM
30
Bellars Harris Wealth Management
Virginia
USD 14.6 M +USD 14.5 M +426,335 Nuevas
Harbour Investments
31
Harbour Investments
Wisconsin
USD 14.5 M -USD 228 k -6,708 -2%
Strategic Blueprint
32
Strategic Blueprint
Georgia
USD 13.6 M +USD 1.21 M +35,472 +10%
Brinker Capital Investments
33
Brinker Capital Investments
Pennsylvania
USD 13 M +USD 952 k +27,973 +8%
Stratos Wealth Advisors
34
Stratos Wealth Advisors
Ohio
USD 12 M +USD 57.8 k +1,700 +0.5%
AFP
35
ATX Financial Planning
Texas
USD 12 M +USD 1.36 M +39,873 +13%
PWP
36
Prasad Wealth Partners
Ohio
USD 11.9 M +USD 10.3 M +303,848 +689%
World Investment Advisors
37
World Investment Advisors
California
USD 11.3 M -USD 485 k -14,260 -4%
AIC
38
Archer Investment Corporation
Indiana
USD 11.3 M +USD 692 k +20,337 +7%
Kestra Advisory Services
39
Kestra Advisory Services
Texas
USD 11.1 M +USD 25.4 k +747 +0.2%
CVA
40
Central Valley Advisors
California
USD 10.8 M -USD 68.1 k -2,001 -0.6%
Laurel Oak Wealth Management
41
Laurel Oak Wealth Management
New Jersey
USD 10.4 M +USD 2.81 M +82,574 +37%
CreativeOne Wealth
42
CreativeOne Wealth
Kansas
USD 10.4 M +USD 5.08 M +149,335 +98%
MA
43
Mutual Advisors
Nebraska
USD 10.2 M +USD 1.62 M +47,485 +19%
OneDigital Investment Advisors
44
OneDigital Investment Advisors
Kansas
USD 10 M +USD 1.07 M +31,392 +12%
LIWM
45
Long Island Wealth Management
New York
USD 9.8 M +USD 1.49 M +43,850 +18%
Ausdal Financial Partners
46
Ausdal Financial Partners
Iowa
USD 9.6 M +USD 1.11 M +32,655 +13%
Woodard & Company Asset Management Group
47
Woodard & Company Asset Management Group
North Carolina
USD 9.46 M -USD 305 k -8,976 -3%
AW
48
Ankerstar Wealth
Texas
USD 9.34 M +USD 9.27 M +272,566 Nuevas
DWMS
49
Dominguez Wealth Management Solutions
Virginia
USD 9.34 M -USD 38.4 k -1,129 -0.4%
CFG
50
Carter Financial Group
Illinois
USD 8.27 M +USD 8.22 M +241,453 Nuevas
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