We are live on ! Find out more
APOC

Innovator Equity Defined Protection ETF - 6mo Apr/Oct

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
26
Ausdal Financial Partners
Iowa
$355K +$361K +14,138 New
HAS
27
HBW Advisory Services
California
$352K +$358K +14,040 New
Jane Street
28
Jane Street
New York
$253K +$257K +10,069 New
TC
29
TownSquare Capital
Utah
$243K +$247K +9,681 New
SWP
30
Sagespring Wealth Partners
Tennessee
$239K +$243K +9,535 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$230K +$234K +9,166 New
W
32
WorthPointe
California
$227K -$20.3K -796 -8%
HI
33
Harbour Investments
Wisconsin
$203K
WW
34
Winnow Wealth
Texas
$136K +$139K +5,427 New
JP Morgan Chase
35
JP Morgan Chase
New York
$125K +$127K +4,989 New
IA
36
IFP Advisors
Florida
$100K
BA
37
Bellwether Advisors
Nebraska
$59.6K
SS
38
Sunbelt Securities
Texas
$37.6K +$38.3K +1,500 New
CA
39
Continuum Advisory
Idaho
$30.6K
PS
40
Principal Securities
Iowa
$29.9K
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$1.35K +$1.38K +54 New
DFA
42
DHJJ Financial Advisors
Illinois
$201 +$102 +4 +100%
SIA
43
Soltis Investment Advisors
Utah
-$19.2M -753,533 Closed
VWM
44
VanWeelden Wealth Management
Ohio
-$18.5M -727,865 Closed
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
-$18.2M -714,770 Closed
KWM
46
Kingsview Wealth Management
Oregon
-$1.92M -75,509 Closed
DAS
47
Dynamic Advisor Solutions
Arizona
-$866K -34,002 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$737K -28,927 Closed
WIM
49
WealthPlan Investment Management
Nebraska
-$566K -22,242 Closed
GFA
50
Gallagher Fiduciary Advisors
Illinois
-$289K -11,338 Closed