We are live on ! Find out more
BJUL icon

Innovator US Equity Buffer ETF July

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
51
Arax Advisory Partners
Colorado
$569K -$12.1K -272 -2%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$557K +$89.4K +2,010 +19%
OWA
53
Outlook Wealth Advisors
Texas
$556K -$110K -2,461 -16%
KCM
54
Kathmere Capital Management
Pennsylvania
$546K +$4.67K +105 +0.9%
CCAL
55
City Center Advisors LLC
Michigan
$519K -$5.87K -132 -1%
BRWA
56
B. Riley Wealth Advisors
Florida
$469K
SWM
57
Sugarloaf Wealth Management
Georgia
$452K -$6.67K -150 -1%
CFS
58
CRA Financial Services
New Jersey
$403K
RA
59
RFG Advisory
Alabama
$398K -$1.16M -26,177 -75%
OMC
60
Old Mission Capital
Illinois
$385K -$14.7K -330 -4%
Truist Financial
61
Truist Financial
North Carolina
$376K -$14.6K -327 -4%
OIA
62
OneDigital Investment Advisors
Kansas
$374K -$113K -2,531 -23%
SF
63
Seros Financial
Arizona
$365K +$389K +8,748 New
BWM
64
Buska Wealth Management
Wisconsin
$364K -$117K -2,637 -24%
VFPW
65
Vantage Financial Partners (Wisconsin)
Wisconsin
$357K
CW
66
CreativeOne Wealth
Kansas
$350K +$350K +7,859 New
WWA
67
Wingate Wealth Advisors
Massachusetts
$343K +$342K +7,690 New
ASN
68
Advisory Services Network
Georgia
$342K +$341K +7,669 New
DIM
69
Delta Investment Management
California
$330K -$130K -2,910 -28%
EWA
70
EverSource Wealth Advisors
Alabama
$327K +$104K +2,344 +47%
AL
71
ACAS LLC
California
$312K +$17.1K +385 +6%
CFP
72
Comprehensive Financial Planning
Pennsylvania
$294K +$294K +6,606 New
SEP
73
Southland Equity Partners
Missouri
$291K
AWS
74
Atria Wealth Solutions
New York
$284K -$1.2K -27 -0.4%
PA
75
PFG Advisors
Arizona
$284K -$8.46K -190 -3%