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APOC

Innovator Equity Defined Protection ETF - 6mo Apr/Oct

Name Holding Trade Value Shares
Change
Change in
Stake
IWMO
26
Integrated Wealth Management (Ohio)
Ohio
$519K +$516K +19,810 New
SC
27
Sykon Capital
New York
$489K +$22.1K +849 +5%
GFA
28
Gallagher Fiduciary Advisors
Illinois
$487K +$34.6K +1,330 +8%
HHWM
29
Hiley Hunt Wealth Management
Nebraska
$415K -$312K -12,000 -43%
Creative Planning
30
Creative Planning
Kansas
$412K
AWM
31
Accurate Wealth Management
Florida
$385K -$16.5K -632 -4%
HI
32
Harbour Investments
Wisconsin
$357K +$135K +5,182 +63%
KCM
33
Key Capital Management
Tennessee
$356K +$354K +13,598 New
CA
34
Centennial Advisors
Texas
$344K +$342K +13,128 New
HAS
35
HBW Advisory Services
California
$305K -$5.75K -221 -2%
WW
36
Winnow Wealth
Texas
$299K -$29.4K -1,129 -9%
AFP
37
Ausdal Financial Partners
Iowa
$287K -$154K -5,928 -35%
IA
38
IFP Advisors
Florida
$275K +$7.66K +294 +3%
WFS
39
WealthGarden F.S.
California
$269K +$266K +10,201 New
BWS
40
BFI Wealth Solutions
Texas
$262K +$260K +10,000 New
KAS
41
Kestra Advisory Services
Texas
$257K +$32.5K +1,250 +15%
SWP
42
Sagespring Wealth Partners
Tennessee
$250K
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$240K +$238K +9,141 New
FA
44
FSA Advisors
Michigan
$225K +$224K +8,598 New
MFG
45
Merit Financial Group
Georgia
$216K +$214K +8,228 New
MAM
46
Milestone Asset Management
Pennsylvania
$212K +$211K +8,099 New
LAS
47
Lloyd Advisory Services
Georgia
$183K +$182K +6,977 New
Bank of America
48
Bank of America
North Carolina
$105K
TCM
49
Triumph Capital Management
Colorado
$52.4K +$52.1K +2,000 New
SS
50
Sunbelt Securities
Texas
$39.3K