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Innovator US Equity Ultra Buffer ETF March
UMAR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Brookstone Capital Management
1
Brookstone Capital Management
Illinois
USD 55.9 M +USD 54 M +1,299,523 +5,333%
Talon Private Wealth
2
Talon Private Wealth
Florida
USD 28.3 M +USD 27.9 M +670,388 Nuevas
LF
3
Lantz Financial
Illinois
USD 8.56 M -USD 119 k -2,872 -1%
KFG Wealth Management
4
KFG Wealth Management
Indiana
USD 8.26 M +USD 134 k +3,224 +2%
Prosperity Capital Advisors
5
Prosperity Capital Advisors
Ohio
USD 6.41 M +USD 262 k +6,311 +4%
Caliber Wealth Management (Kansas)
6
Caliber Wealth Management (Kansas)
Kansas
USD 5.85 M – – –
MGO One Seven
7
MGO One Seven
Ohio
USD 5.79 M -USD 1.46 M -35,009 -20%
Kestra Advisory Services
8
Kestra Advisory Services
Texas
USD 4.66 M -USD 819 k -19,704 -15%
Osaic Holdings
9
Osaic Holdings
Arizona
USD 4.22 M +USD 396 k +9,519 +11%
Raymond James Financial
10
Raymond James Financial
Florida
USD 3.94 M -USD 655 k -15,750 -14%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
USD 3.3 M -USD 671 k -16,132 -17%
CVA
12
Central Valley Advisors
California
USD 3.01 M -USD 247 k -5,951 -8%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
USD 2.47 M -USD 172 k -4,132 -7%
Berger Financial Group
14
Berger Financial Group
Minnesota
USD 2.43 M -USD 17.2 k -413 -0.7%
KWA
15
Kellett Wealth Advisors
Ohio
USD 1.94 M -USD 84.7 k -2,037 -4%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
USD 1.83 M +USD 1.13 M +27,070 +166%
WealthPlan Investment Management
17
WealthPlan Investment Management
Nebraska
USD 1.56 M -USD 113 k -2,706 -7%
Old Mission Capital
18
Old Mission Capital
Illinois
USD 1.48 M +USD 895 k +21,517 +160%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
USD 1.46 M -USD 154 k -3,714 -10%
Arax Advisory Partners
20
Arax Advisory Partners
Colorado
USD 1.39 M +USD 686 k +16,500 +100%
Spire Wealth Management
21
Spire Wealth Management
Virginia
USD 1.31 M -USD 180 k -4,337 -12%
MBL Wealth
22
MBL Wealth
North Carolina
USD 1.28 M -USD 20.8 k -500 -2%
Truist Financial
23
Truist Financial
North Carolina
USD 1.22 M +USD 8.32 k +200 +0.7%
MML Investors Services
24
MML Investors Services
Massachusetts
USD 1.1 M +USD 457 k +10,995 +73%
IWM
25
IMG Wealth Management
Florida
USD 1.03 M +USD 132 k +3,167 +15%
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