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AJUL

Innovator Equity Defined Protection ETF - 2 Yr to July 2028

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
Bullseye Investment Management
Ohio
$340K +$119K +4,417 +54%
LIS
27
Legacy Investment Solutions
Idaho
$329K
LWMI
28
Legacy Wealth Management (Idaho)
Idaho
$329K
VWA
29
Visionary Wealth Advisors
Illinois
$312K
KWM
30
KFG Wealth Management
Indiana
$308K +$308K +11,417 New
TSW
31
Three Seasons Wealth
Utah
$284K
WIA
32
World Investment Advisors
California
$282K
HCA
33
Heck Capital Advisors
Wisconsin
$261K +$261K +9,670 New
CFCI
34
Comprehensive Financial Consultants Institutional
Indiana
$254K -$17.6K -652 -6%
AWM
35
Able Wealth Management
New Jersey
$210K
Citadel Advisors
36
Citadel Advisors
Florida
$210K +$209K +7,760 New
CA
37
Continuum Advisory
Idaho
$139K
CA
38
CoreCap Advisors
Michigan
$133K +$133K +4,927 New
Barclays
39
Barclays
United Kingdom
$122K +$122K +4,535 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$121K -$1.7K -63 -1%
AWM
41
AE Wealth Management
Kansas
$101K +$101K +3,750 New
HIA
42
Harbor Investment Advisory
Maryland
$57.5K +$57.4K +2,128 New
SPIA
43
Steward Partners Investment Advisory
New York
$51.8K
PS
44
Principal Securities
Iowa
$47.3K -$47.2K -1,750 -50%
SWM
45
Spire Wealth Management
Virginia
$26K +$25.9K +962 New
Osaic Holdings
46
Osaic Holdings
Arizona
$24.3K +$24.3K +900 New
CFGS
47
Concourse Financial Group Securities
Alabama
$22.9K +$2.99K +111 +15%
HI
48
Harbour Investments
Wisconsin
$2.19K
PCA
49
Prosperity Capital Advisors
Ohio
-$2.21M -82,014 Closed
DAS
50
Dynamic Advisor Solutions
Arizona
-$293K -10,885 Closed