We are live on ! Find out more
BSEP icon

Innovator US Equity Buffer ETF September

Name Holding Trade Value Shares
Change
Change in
Stake
Spire Wealth Management
76
Spire Wealth Management
Virginia
$225K – – –
SVWAG
77
Sound View Wealth Advisors Group
Georgia
$224K – – –
World Investment Advisors
78
World Investment Advisors
California
$220K +$215K +6,196 New
SIA
79
Soltis Investment Advisors
Utah
$210K +$199K +5,716 New
IFP Advisors
80
IFP Advisors
Florida
$165K – – –
SWM
81
Sugarloaf Wealth Management
Georgia
$130K – – –
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$106K -$21.2K -609 -17%
AF
83
Advisornet Financial
Minnesota
$85.6K – – –
Benjamin F. Edwards & Company
84
Benjamin F. Edwards & Company
Missouri
$84K – – –
CIA
85
Cape Investment Advisory
Georgia
$78.4K – – –
WP
86
WealthShield Partners
North Carolina
$77K – – –
TWM
87
Tradition Wealth Management
Minnesota
$76K +$69.6K +2,001 New
AIC
88
Archer Investment Corporation
Indiana
$73.7K – – –
OCM
89
Orion Capital Management
California
$59.8K – – –
CFD
90
Creative Financial Designs
Indiana
$36.7K – – –
EverSource Wealth Advisors
91
EverSource Wealth Advisors
Alabama
$18K – – –
SageView Advisory Group
92
SageView Advisory Group
California
$7.04K +$8.95M +257,517 +3,659%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
US Bancorp
94
US Bancorp
Minnesota
$2.16K +$2.05K +59 New
Sigma Planning Corp
95
Sigma Planning Corp
Michigan
– -$401K -11,911 Closed
MAM
96
Milestone Asset Management
Pennsylvania
– -$256K -7,608 Closed
Fidelity Investments
97
Fidelity Investments
Massachusetts
– -$101 -3 Closed