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Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$37.4M +$33.3M +1,268,285 +923%
Osaic Holdings
2
Osaic Holdings
Arizona
$19.4M +$10.1M +386,029 +112%
MFG
3
MTM Financial Group
Pennsylvania
$17.3M -$360K -13,696 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14M -$1.49M -56,824 -10%
PWA
5
Pillar Wealth Advisors
Pennsylvania
$13.4M -$4.97M -189,303 -27%
BCM
6
Brookstone Capital Management
Illinois
$11.6M +$1.42M +54,138 +14%
MMA
7
Miracle Mile Advisors
California
$10.8M +$10.7M +406,751 New
CAG
8
Compass Advisory Group
New York
$10.7M +$9.34M +355,857 +833%
CWG
9
Crown Wealth Group
North Carolina
$7.47M -$815K -31,039 -10%
RA
10
RFG Advisory
Alabama
$6.29M +$6.12M +233,235 New
IIA
11
Integral Investment Advisors
California
$5.34M -$70.6K -2,691 -1%
DWMS
12
Dominguez Wealth Management Solutions
Virginia
$5.33M +$5.26M +200,414 New
SPC
13
Sigma Planning Corp
Michigan
$4.97M +$16.1K +615 +0.3%
SS
14
Sunbelt Securities
Texas
$4.34M +$2.81K +107 +0.1%
AWM
15
AE Wealth Management
Kansas
$4.14M -$820K -31,229 -17%
KAS
16
Kestra Advisory Services
Texas
$3.58M +$297K +11,332 +9%
CTFG
17
Capstone Triton Financial Group
Oklahoma
$2.69M -$322K -12,259 -11%
MA
18
MAS Advisors
Florida
$2.29M -$339K -12,916 -13%
KWM
19
Kingsview Wealth Management
Oregon
$2.21M -$158K -6,017 -7%
CFS
20
CRA Financial Services
New Jersey
$2.12M +$2.1M +79,812 New
W
21
Wealthquest
Ohio
$1.96M +$1.32M +50,408 +215%
WIA
22
World Investment Advisors
California
$1.8M +$1.78M +67,800 New
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$1.8M +$1.77M +67,539 New
DI
24
DFPG Investments
Utah
$1.68M +$1.65M +62,990 New
TF
25
Trek Financial
Arizona
$1.62M +$1.6M +61,048 New