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Innovator Laddered Allocation Power Buffer ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Harbour Investments
51
Harbour Investments
Wisconsin
$282K – – –
SPWM
52
Straight Path Wealth Management
Michigan
$270K +$260K +7,122 New
Old Mission Capital
53
Old Mission Capital
Illinois
$232K +$223K +6,118 New
SWA
54
Stratos Wealth Advisors
Ohio
$231K – – –
BA
55
Bellwether Advisors
Nebraska
$227K – – –
CTFG
56
Capstone Triton Financial Group
Oklahoma
$216K +$208K +5,704 New
OBWG
57
Onyx Bridge Wealth Group
New York
$204K +$196K +5,371 New
Geneos Wealth Management
58
Geneos Wealth Management
Colorado
$201K – – –
Morgan Stanley
59
Morgan Stanley
New York
$114K – – –
UBS Group
60
UBS Group
Switzerland
$73.1K +$55.9K +1,532 +387%
SWM
61
Sugarloaf Wealth Management
Georgia
$57K – – –
JP Morgan Chase
62
JP Morgan Chase
New York
$45.9K +$44.2K +1,210 New
WP
63
WealthPLAN Partners
Nebraska
$31.6K -$51.7K -1,417 -63%
PTC
64
Private Trust Company
Ohio
$18.9K – – –
HBW
65
Hazlett, Burt & Watson
West Virginia
$15K +$14.6K +400 New
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$12.1K – – –
CAL
67
Capital Advisors Ltd
Ohio
$11K – – –
SS
68
Sunbelt Securities
Texas
$9.47K – – –
TWM
69
Tradition Wealth Management
Minnesota
$6K +$5.66K +155 New
Wells Fargo
70
Wells Fargo
California
$16 – – –
Sigma Planning Corp
71
Sigma Planning Corp
Michigan
– -$369K -10,263 Closed
Ameritas Advisory Services
72
Ameritas Advisory Services
Nebraska
– -$101K -2,805 Closed
Steward Partners Investment Advisory
73
Steward Partners Investment Advisory
New York
– -$4.02K -112 Closed