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Innovator US Equity Buffer ETF June

Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthShield Partners
North Carolina
$500K
FCP
52
Fidelis Capital Partners
Florida
$479K
AWM
53
AE Wealth Management
Kansas
$475K -$40.2K -872 -8%
BRPW
54
Ballast Rock Private Wealth
South Carolina
$404K +$399K +8,647 New
FA
55
FSA Advisors
Michigan
$399K -$4.01K -87 -1%
CW
56
CreativeOne Wealth
Kansas
$355K -$15.4K -333 -4%
LF
57
Lantz Financial
Illinois
$344K -$11.4M -247,082 -97%
ASN
58
Advisory Services Network
Georgia
$317K
AG
59
Ascent Group
Virginia
$306K
CPA
60
Clear Point Advisors
New York
$305K -$26.5K -575 -8%
GAA
61
Global Assets Advisory
Florida
$299K -$9.13K -198 -3%
BMM
62
Berkshire Money Management
Massachusetts
$296K +$292K +6,329 New
TF
63
Trek Financial
Arizona
$288K
JP Morgan Chase
64
JP Morgan Chase
New York
$286K +$17.4K +377 +7%
CFS
65
CRA Financial Services
New Jersey
$282K -$43.3K -940 -13%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$270K
JWCA
67
J.W. Cole Advisors
Florida
$250K -$9.91K -215 -4%
CWS
68
Cypress Wealth Services
California
$240K
RA
69
RFG Advisory
Alabama
$221K
CB
70
Chris Bulman
California
$204K -$266K -5,779 -57%
MOS
71
MGO One Seven
Ohio
$203K +$201K +4,350 New
OCM
72
Orion Capital Management
California
$140K
SPIA
73
Steward Partners Investment Advisory
New York
$101K
SS
74
Sunbelt Securities
Texas
$98.2K
BDPWM
75
Barnes Dennig Private Wealth Management
Ohio
$78.7K