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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
126
Morgan Stanley
New York
$27.2K +$26.7K +881 New
JP Morgan Chase
127
JP Morgan Chase
New York
$16.4K -$5K -165 -24%
HNB
128
Huntington National Bank
Ohio
$13.1K – – –
GRP
129
Global Retirement Partners
California
$11.9K – – –
AssetMark Inc
130
AssetMark Inc
California
$4.32K +$4.25K +140 New
DFA
131
DHJJ Financial Advisors
Illinois
$1.23K – – –
RIA
132
Regal Investment Advisors
Michigan
– -$920K -30,645 Closed
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
– -$649K -21,596 Closed
Betterment LLC
134
Betterment LLC
New York
– -$591K -19,683 Closed
DIM
135
Delta Investment Management
California
– -$496K -16,521 Closed
Citadel Advisors
136
Citadel Advisors
Florida
– -$322K -10,732 Closed
CAM
137
Clark Asset Management
New Hampshire
– -$286K -9,515 Closed
Goldman Sachs
138
Goldman Sachs
New York
– -$270K -8,989 Closed
WFPG
139
Waller Financial Planning Group
Ohio
– -$240K -8,000 Closed
KPWS
140
Kestra Private Wealth Services
Texas
– -$221K -7,352 Closed
TWP
141
Triad Wealth Partners
Kansas
– -$64.9K -2,160 Closed
ATPW
142
Ashton Thomas Private Wealth
Arizona
– -$32.3K -1,077 Closed
OCM
143
Orion Capital Management
California
– -$9.76K -325 Closed
SCA
144
Stuart Chaussee & Associates
California
– -$3K -100 Closed