We are live on ! Find out more
BSEP icon

Innovator US Equity Buffer ETF September

Name Holding Trade Value Shares
Change
Change in
Stake
AE Wealth Management
76
AE Wealth Management
Kansas
$244K -$75.4K -1,835 -24%
SIA
77
Soltis Investment Advisors
Utah
$239K -$1.36K -33 -0.6%
GTS Securities
78
GTS Securities
Florida
$235K +$229K +5,571 New
NC
79
NovaPoint Capital
Georgia
$232K +$227K +5,517 New
SWA
80
Stratos Wealth Advisors
Ohio
$221K -$453K -11,023 -68%
SPWG
81
Syntegra Private Wealth Group
Missouri
$220K – – –
KCM
82
Kathmere Capital Management
Pennsylvania
$207K -$71.3K -1,735 -26%
SWM
83
Sugarloaf Wealth Management
Georgia
$131K -$2.88K -70 -2%
WCM
84
Weaver Capital Management
Georgia
$127K – – –
WP
85
WealthShield Partners
North Carolina
$114K +$111K +2,702 New
RWM
86
Reston Wealth Management
Virginia
$104K +$101K +2,458 New
CIAS
87
Capital Investment Advisory Services
North Carolina
$102K +$32.9K +800 +49%
CIA
88
Cape Investment Advisory
Georgia
$90.1K – – –
GTAM
89
Global Trust Asset Management
Florida
$84.2K +$82.2K +2,000 New
AIC
90
Archer Investment Corporation
Indiana
$80.2K +$4.81K +117 +7%
CA
91
Continuum Advisory
Idaho
$76.5K +$63.6K +1,549 +676%
AF
92
Advisornet Financial
Minnesota
$58K -$39.3K -957 -41%
JP Morgan Chase
93
JP Morgan Chase
New York
$43.2K +$42.1K +1,025 New
CFD
94
Creative Financial Designs
Indiana
$42.1K – – –
EverSource Wealth Advisors
95
EverSource Wealth Advisors
Alabama
$20.7K – – –
NewEdge Advisors
96
NewEdge Advisors
Louisiana
$8.72K – – –
O'Shaughnessy Asset Management
97
O'Shaughnessy Asset Management
Connecticut
$3.83K – – –
NFG
98
Nations Financial Group
Iowa
– -$683K -16,782 Closed
Old Mission Capital
99
Old Mission Capital
Illinois
– -$602K -14,803 Closed
CA
100
Claro Advisors
Massachusetts
– -$241K -5,924 Closed