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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
101
Prospera Financial Services
Texas
$231K +$226K +7,695 New
AAS
102
Avantax Advisory Services
Texas
$222K +$218K +7,398 New
KPWS
103
Kestra Private Wealth Services
Texas
$221K -$128K -4,335 -37%
SFA
104
Souders Financial Advisors
Ohio
$218K +$213K +7,243 New
FA
105
Fermata Advisors
California
$203K -$5.27K -179 -3%
WCAMG
106
Woodard & Company Asset Management Group
North Carolina
$180K +$177K +6,005 New
CFGS
107
Concourse Financial Group Securities
Alabama
$167K +$62.4K +2,121 +62%
SPIA
108
Steward Partners Investment Advisory
New York
$157K +$54.3K +1,847 +55%
BFEC
109
Benjamin F. Edwards & Company
Missouri
$157K -$43.3K -1,470 -22%
CA
110
Continuum Advisory
Idaho
$156K
GIA
111
GHP Investment Advisors
Colorado
$75.3K
TWP
112
Triad Wealth Partners
Kansas
$64.9K +$63.6K +2,160 New
CJ
113
Caitlin John
Michigan
$47.5K +$6.88K +234 +17%
ATPW
114
Ashton Thomas Private Wealth
Arizona
$32.3K +$31.7K +1,077 New
CPA
115
Clear Point Advisors
New York
$30K
PS
116
Principal Securities
Iowa
$28.6K +$5.88K +200 +27%
JP Morgan Chase
117
JP Morgan Chase
New York
$20.9K -$8.59K -292 -30%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$15K +$15.2K +516 New
GRP
119
Global Retirement Partners
California
$11.6K +$11.3K +385 New
OCM
120
Orion Capital Management
California
$9.76K +$2.33K +79 +32%
SCA
121
Stuart Chaussee & Associates
California
$3K +$2.94K +100 New
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$2.49K +$2.44K +83 New
DFA
123
DHJJ Financial Advisors
Illinois
$1.2K
LNC
124
Lincoln National Corp
Pennsylvania
-$10.2M -348,296 Closed
Balyasny Asset Management
125
Balyasny Asset Management
Illinois
-$4.83M -165,199 Closed