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Innovator US Equity Buffer ETF November

Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$345K -$1.86K -48 -0.6%
IAIM
52
International Assets Investment Management
Florida
$295K
CWMK
53
Caliber Wealth Management (Kansas)
Kansas
$275K
VFPW
54
Vantage Financial Partners (Wisconsin)
Wisconsin
$267K
RIS
55
Retirement Income Solutions
Michigan
$266K
RA
56
RFG Advisory
Alabama
$261K -$509K -13,101 -67%
TF
57
Trek Financial
Arizona
$256K -$30.4K -783 -11%
Truist Financial
58
Truist Financial
North Carolina
$255K -$132K -3,391 -35%
MSFS
59
Main Street Financial Solutions
Pennsylvania
$253K
SPIA
60
Steward Partners Investment Advisory
New York
$222K -$7.5K -193 -3%
SWA
61
Stratos Wealth Advisors
Ohio
$222K
ASN
62
Advisory Services Network
Georgia
$221K
BPW
63
BLVD Private Wealth
Kentucky
$220K +$207K +5,333 New
LSA
64
Lion Street Advisors
Texas
$217K
VWA
65
Visionary Wealth Advisors
Illinois
$212K +$200K +5,142 New
PWMG
66
Pinnacle Wealth Management Group
Michigan
$207K +$195K +5,025 New
SWM
67
Spire Wealth Management
Virginia
$204K
Barclays
68
Barclays
United Kingdom
$190K +$48.9K +1,258 +38%
HI
69
Harbour Investments
Wisconsin
$153K -$2.06K -53 -1%
BA
70
Bellwether Advisors
Nebraska
$106K -$5.52K -142 -5%
WP
71
WealthShield Partners
North Carolina
$94.9K
AF
72
Advisornet Financial
Minnesota
$92.7K -$72.8K -1,875 -45%
Morgan Stanley
73
Morgan Stanley
New York
$81.6K -$5.67K -146 -7%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$63.9K +$60.2K +1,550 New
WTFG
75
Wood Tarver Financial Group
Idaho
$45K