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APOC

Innovator Equity Defined Protection ETF - 6mo Apr/Oct

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$16.5M +$12M +476,840 +283%
PI
2
Pachira Investments
California
$5.79M +$193K +7,650 +3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.6M -$308K -12,219 -8%
WCM
4
Weaver Capital Management
Georgia
$2.13M +$16.1K +638 +0.8%
BCI
5
Brinker Capital Investments
Pennsylvania
$2.12M +$1.2M +47,596 +134%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.88M
CF
7
Centaurus Financial
California
$1.83M +$62.2K +2,464 +4%
KAS
8
Kestra Advisory Services
Texas
$1.04M +$1.03M +40,835 New
BCM
9
Beck Capital Management
Texas
$1.03M -$199K -7,880 -16%
WP
10
WealthPLAN Partners
Nebraska
$1.01M
IFG
11
Independent Financial Group
California
$832K +$379K +15,000 +85%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$820K +$346K +13,709 +74%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$753K +$514K +20,357 +222%
HHWM
14
Hiley Hunt Wealth Management
Nebraska
$732K -$88.3K -3,497 -11%
PFPT
15
Pinnacle Financial Partners (Tennessee)
Tennessee
$680K +$673K +26,661 New
Osaic Holdings
16
Osaic Holdings
Arizona
$558K +$95.4K +3,779 +21%
GFA
17
Gallagher Fiduciary Advisors
Illinois
$516K +$511K +20,234 New
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$507K
MA
19
Mutual Advisors
Nebraska
$472K -$18.1K -717 -4%
AFP
20
Ausdal Financial Partners
Iowa
$412K +$50.4K +1,996 +14%
Creative Planning
21
Creative Planning
Kansas
$401K
SOS
22
Silver Oak Securities
Tennessee
$398K -$24.7K -980 -6%
AWM
23
Accurate Wealth Management
Florida
$387K -$1.64K -65 -0.4%
IA
24
IFG Advisors
Missouri
$380K
GM
25
GeoWealth Management
Illinois
$346K -$34.8K -1,379 -9%