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ícone de BALT

Innovator Defined Wealth Shield ETF
BALT

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
O'Connor Financial Group
251
O'Connor Financial Group
Illinois
US$ 296 mil +US$ 294 mil +8.634 Nova
Legacy Wealth Management (Idaho)
252
Legacy Wealth Management (Idaho)
Idaho
US$ 287 mil -US$ 2,55 mil -75 -0,9%
Integrated Wealth Concepts
253
Integrated Wealth Concepts
Massachusetts
US$ 286 mil +US$ 284 mil +8.353 Nova
Castle Wealth Management
254
Castle Wealth Management
Florida
US$ 283 mil – – –
Geneos Wealth Management
255
Geneos Wealth Management
Colorado
US$ 283 mil +US$ 281 mil +8.246 Nova
Savvy Advisors Inc
256
Savvy Advisors Inc
New York
US$ 281 mil +US$ 68,1 mil +2.001 +32%
Vawter Financial
257
Vawter Financial
Ohio
US$ 280 mil +US$ 26 mil +763 +10%
Curran Financial Partners
258
Curran Financial Partners
South Carolina
US$ 268 mil -US$ 272 -8 -0,1%
IBEX Wealth Advisors
259
IBEX Wealth Advisors
New Jersey
US$ 255 mil +US$ 253 mil +7.433 Nova
Heritage Oak Wealth Advisors
260
Heritage Oak Wealth Advisors
Florida
US$ 246 mil +US$ 244 mil +7.185 Nova
Oppenheimer & Co
261
Oppenheimer & Co
New York
US$ 245 mil +US$ 243 mil +7.150 Nova
GeoWealth Management
262
GeoWealth Management
Illinois
US$ 244 mil +US$ 62,2 mil +1.827 +35%
4J Wealth Management
263
4J Wealth Management
Virginia
US$ 241 mil – – –
Alaska Wealth Advisors
264
Alaska Wealth Advisors
Alaska
US$ 237 mil – – –
SEP
265
Southland Equity Partners
Missouri
US$ 237 mil +US$ 235 mil +6.907 Nova
Quest Investment Management
266
Quest Investment Management
Oregon
US$ 228 mil +US$ 6,98 mil +205 +3%
Bright Futures Wealth Management
267
Bright Futures Wealth Management
New York
US$ 219 mil -US$ 26,3 mil -772 -11%
PFG Advisors
268
PFG Advisors
Arizona
US$ 217 mil -US$ 2,01 mil -59 -0,9%
FC Advisory
269
FC Advisory
Pennsylvania
US$ 212 mil -US$ 60,9 mil -1.790 -22%
Collaborative Wealth Management
270
Collaborative Wealth Management
Florida
US$ 209 mil – – –
Wedbush Securities
271
Wedbush Securities
California
US$ 201 mil +US$ 200 mil +5.873 Nova
Gilpin Wealth Management
272
Gilpin Wealth Management
Colorado
US$ 188 mil +US$ 42,5 mil +1.250 +29%
Private Trust Company
273
Private Trust Company
Ohio
US$ 187 mil +US$ 170 mil +5.000 +1.111%
Continuum Advisory
274
Continuum Advisory
Idaho
US$ 179 mil +US$ 178 mil +5.229 Nova
Alaska Permanent Capital Management
275
Alaska Permanent Capital Management
Alaska
US$ 178 mil – – –
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