We are live on ! Find out more
BALT icon

Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$49.1M +$10.7M +398,638 +28%
Osaic Holdings
2
Osaic Holdings
Arizona
$28.1M +$8.05M +299,281 +41%
MFG
3
MTM Financial Group
Pennsylvania
$17.5M -$166K -6,156 -0.9%
BCM
4
Brookstone Capital Management
Illinois
$15.8M +$3.85M +143,007 +33%
MMA
5
Miracle Mile Advisors
California
$10.3M -$764K -28,396 -7%
CWG
6
Crown Wealth Group
North Carolina
$8.84M +$1.17M +43,653 +16%
SS
7
Sunbelt Securities
Texas
$7.49M +$3.01M +111,991 +69%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.62M -$7.58M -281,758 -54%
RA
9
RFG Advisory
Alabama
$6.6M +$245K +9,108 +4%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$6.41M +$4.52M +167,921 +249%
PCS
11
Personal CFO Solutions
New Jersey
$6.11M +$6.04M +224,524 New
DWMS
12
Dominguez Wealth Management Solutions
Virginia
$5.39M -$63.7K -2,369 -1%
SPC
13
Sigma Planning Corp
Michigan
$5.03M -$66.8K -2,482 -1%
IIA
14
Integral Investment Advisors
California
$4.97M -$495K -18,391 -9%
AWM
15
AE Wealth Management
Kansas
$3.81M -$423K -15,729 -10%
KAS
16
Kestra Advisory Services
Texas
$3.74M +$65.3K +2,428 +2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$3.52M +$2.14M +79,514 +160%
CTFG
18
Capstone Triton Financial Group
Oklahoma
$3.49M +$726K +26,990 +27%
CF
19
Centaurus Financial
California
$3.46M +$3.41M +126,946 New
W
20
Wealthquest
Ohio
$2.81M +$792K +29,445 +40%
CFS
21
CRA Financial Services
New Jersey
$2.8M +$618K +22,973 +29%
LNC
22
Lincoln National Corp
Pennsylvania
$2.56M +$1.95M +72,449 +337%
AGA
23
Accuvest Global Advisors
Utah
$2.53M +$2.5M +93,000 New
KWM
24
Kingsview Wealth Management
Oregon
$2.18M -$82.8K -3,079 -4%
WIA
25
World Investment Advisors
California
$2.07M +$223K +8,300 +12%