We are live on ! Find out more
BSEP icon

Innovator US Equity Buffer ETF September

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$9.76M +$368K +12,401 +4%
BMM
2
Berkshire Money Management
Massachusetts
$8.27M +$8.06M +271,404 New
Osaic Holdings
3
Osaic Holdings
Arizona
$4.14M -$2.12M -71,514 -34%
MWM
4
Maltin Wealth Management
New Jersey
$3.56M +$119K +4,000 +4%
Citadel Advisors
5
Citadel Advisors
Florida
$3.37M -$2.04M -68,549 -38%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.52M +$4.87K +164 +0.2%
KCM
7
Kathmere Capital Management
Pennsylvania
$1.43M +$730K +24,584 +110%
CAN
8
Cetera Advisor Networks
California
$1.36M -$124K -4,188 -9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.36M -$3.38M -113,726 -72%
DFA
10
DHJJ Financial Advisors
Illinois
$1.35M -$891 -30 -0.1%
WP
11
WealthPLAN Partners
Nebraska
$1.19M +$161K +5,407 +16%
TW
12
Transform Wealth
Colorado
$1.06M -$77.2K -2,599 -7%
CAS
13
Cascadia Advisory Services
Oregon
$936K +$913K +30,727 New
SB
14
Strategic Blueprint
Georgia
$894K +$871K +29,334 New
BPA
15
Beacon Pointe Advisors
California
$835K -$12.9K -434 -2%
CIAS
16
Capital Investment Advisory Services
North Carolina
$654K +$60.1K +2,025 +10%
CW
17
CreativeOne Wealth
Kansas
$640K
CCM
18
Covington Capital Management
California
$617K
BA
19
Bellwether Advisors
Nebraska
$610K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$600K +$585K +19,697 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$538K +$31.7K +1,067 +6%
NFG
22
Nations Financial Group
Iowa
$470K
AAS
23
Avantax Advisory Services
Texas
$421K +$23.5K +790 +6%
AWA
24
Arkadios Wealth Advisors
Georgia
$414K -$14.8K -500 -4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$379K -$21.7K -730 -6%