We are live on ! Find out more
BSEP icon

Innovator US Equity Buffer ETF September

Name Holding Trade Value Shares
Change
Change in
Stake
Chicago Partners Investment Group
51
Chicago Partners Investment Group
Illinois
$588K – – –
WWA
52
WCG Wealth Advisors
Nevada
$588K – – –
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$575K +$4.67K +100 +0.8%
BWM
54
BCS Wealth Management
Tennessee
$524K +$31.7K +679 +7%
SAM
55
Secure Asset Management
Michigan
$521K -$4.86K -104 -1%
Sigma Planning Corp
56
Sigma Planning Corp
Michigan
$515K +$27.4K +588 +6%
BWM
57
BCGM Wealth Management
Indiana
$483K – – –
Principal Securities
58
Principal Securities
Iowa
$475K +$2.33K +50 +0.5%
VFPW
59
Vantage Financial Partners (Wisconsin)
Wisconsin
$464K +$138K +2,955 +44%
RPGK
60
Retirement Planning Group (Kansas)
Kansas
$458K – – –
Foundations Investment Advisors
61
Foundations Investment Advisors
Arizona
$456K +$218K +4,666 +98%
CreativeOne Wealth
62
CreativeOne Wealth
Kansas
$455K +$63.5K +1,361 +17%
RFG Advisory
63
RFG Advisory
Alabama
$446K – – –
CWMK
64
Caliber Wealth Management (Kansas)
Kansas
$431K +$417K +8,923 New
LAM
65
Lewis Asset Management
California
$423K -$20.7K -444 -5%
Steward Partners Investment Advisory
66
Steward Partners Investment Advisory
New York
$392K -$36.4K -779 -9%
WCG
67
Weaver Consulting Group
California
$350K +$339K +7,255 New
FNWA
68
Financial Network Wealth Advisors
Utah
$334K – – –
BFA
69
Beacon Financial Advisory
Ohio
$327K -$238K -5,088 -43%
ALS
70
Andrew L. Share
$313K – – –
PCA
71
Prosperity Capital Advisors
Ohio
$304K – – –
IWM
72
IMG Wealth Management
Florida
$297K -$144K -3,080 -33%
TF
73
Trek Financial
Arizona
$297K -$102K -2,195 -26%
IFP Advisors
74
IFP Advisors
Florida
$292K +$37K +793 +15%
AE Wealth Management
75
AE Wealth Management
Kansas
$291K +$32.5K +696 +13%