We are live on ! Find out more
BALT icon

Innovator Defined Wealth Shield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$108M +$11.5M +362,959 +12%
Raymond James Financial
2
Raymond James Financial
Florida
$57.8M +$33M +1,046,019 +132%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$57.6M +$7.71M +244,031 +15%
Osaic Holdings
4
Osaic Holdings
Arizona
$55.7M +$14M +444,506 +33%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$33.2M -$1.6M -50,705 -5%
PCA
6
Prosperity Capital Advisors
Ohio
$24.9M +$4.76M +150,815 +23%
MFG
7
MTM Financial Group
Pennsylvania
$22.8M +$1.37M +43,352 +6%
CWG
8
Crown Wealth Group
North Carolina
$22.4M +$2.38M +75,376 +12%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$22.3M -$1.76M -55,785 -7%
CAG
10
Compass Advisory Group
New York
$22M +$1.41M +44,743 +7%
BCM
11
Brookstone Capital Management
Illinois
$19.1M +$391K +12,372 +2%
BCI
12
Brinker Capital Investments
Pennsylvania
$18.6M +$16.8M +533,381 +895%
OPS
13
Orion Portfolio Solutions
Nebraska
$18.6M +$16.8M +533,381 +895%
KA
14
Kure Advisory
Minnesota
$18.3M +$18.4M +583,580 New
GI
15
Gradient Investments
Minnesota
$17.6M +$355K +11,239 +2%
ACM
16
Arlington Capital Management
Illinois
$14.8M +$14.9M +473,139 New
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$14.8M +$1.21M +38,202 +9%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$14.5M +$7.72M +244,588 +112%
HI
19
Harbour Investments
Wisconsin
$14.3M +$9.11M +288,457 +174%
CF
20
Centaurus Financial
California
$13.1M +$353K +11,179 +3%
SS
21
Sunbelt Securities
Texas
$13M -$192K -6,073 -1%
NIA
22
NBZ Investment Advisors
Tennessee
$12.8M +$400K +12,663 +3%
KWM
23
Kingsview Wealth Management
Oregon
$11M +$5.52M +174,663 +99%
SWA
24
Stratos Wealth Advisors
Ohio
$11M +$9.71M +307,329 +724%
KAS
25
Kestra Advisory Services
Texas
$10.9M +$934K +29,570 +9%