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Innovator US Equity Buffer ETF July

Name Holding Trade Value Shares
Change
Change in
Stake
CF
101
Centaurus Financial
California
$195K – – –
OCM
102
Orion Capital Management
California
$152K – – –
Morgan Stanley
103
Morgan Stanley
New York
$103K – – –
GEA
104
Glen Eagle Advisors
New Jersey
$101K – – –
IFP Advisors
105
IFP Advisors
Florida
$85.5K +$300 +6 +0.4%
EWM
106
Evolution Wealth Management
Florida
$72.8K -$74.9K -1,496 -51%
SageView Advisory Group
107
SageView Advisory Group
California
$50.8K -$658K -13,147 -93%
WA
108
Whipplewood Advisors
Colorado
$47.5K – – –
US Bancorp
109
US Bancorp
Minnesota
$44.4K – – –
CIAS
110
Capital Investment Advisory Services
North Carolina
$44.2K -$4.01K -80 -8%
KFAS
111
Keating Financial Advisory Services
Kansas
$43K +$42.4K +847 New
BIM
112
Bullseye Investment Management
Ohio
$34.8K +$34.3K +685 New
RRA
113
Red Reef Advisors
Florida
$29.7K +$29.3K +585 New
FNWA
114
Financial Network Wealth Advisors
Utah
$28.6K – – –
SS
115
Sunbelt Securities
Texas
$25.4K -$75.9K -1,515 -75%
CFD
116
Creative Financial Designs
Indiana
$25.4K – – –
NWMP
117
Noble Wealth Management PBC
Colorado
$25.4K – – –
Allworth Financial
118
Allworth Financial
California
$25.3K – – –
WP
119
WealthShield Partners
North Carolina
$24.3K – – –
Barclays
120
Barclays
United Kingdom
$22.7K +$14.5K +290 +185%
O'Shaughnessy Asset Management
121
O'Shaughnessy Asset Management
Connecticut
$14.8K – – –
AIC
122
Archer Investment Corporation
Indiana
$12.6K – – –
Larson Financial Group
123
Larson Financial Group
Missouri
$11.1K – – –
CFP
124
Comprehensive Financial Planning
Pennsylvania
$11K -$250 -5 -2%
AF
125
Advisornet Financial
Minnesota
$8.12K – – –