We are live on ! Find out more
EALT icon

Innovator US Equity 5 to 15 Buffer ETF Quarterly

Name Holding Trade Value Shares
Change
Change in
Stake
Benjamin Edwards Inc
26
Benjamin Edwards Inc
Missouri
$695K +$18K +535 +3%
SMC
27
Smith, Moore & Co
Missouri
$692K +$47.6K +1,417 +8%
SP
28
Sequent Planning
Nebraska
$653K +$635K +18,908 New
PCA
29
Prosperity Capital Advisors
Ohio
$587K +$334K +9,951 +141%
VWA
30
Visionary Wealth Advisors
Illinois
$513K – – –
AIM
31
Advyzon Investment Management
Illinois
$476K +$42.4K +1,264 +10%
Sagespring Wealth Partners
32
Sagespring Wealth Partners
Tennessee
$401K -$35.1K -1,044 -8%
Independent Financial Group
33
Independent Financial Group
California
$360K -$225K -6,695 -39%
Kestra Advisory Services
34
Kestra Advisory Services
Texas
$307K +$14.1K +419 +5%
Sanctuary Advisors
35
Sanctuary Advisors
Indiana
$283K -$504 -15 -0.2%
FHC
36
First Heartland Consultants
Missouri
$280K – – –
PWPS
37
Pinnacle Wealth Planning Services
Ohio
$278K -$4.16K -124 -2%
FNWA
38
Financial Network Wealth Advisors
Utah
$272K +$74.9K +2,231 +40%
Concurrent Investment Advisors
39
Concurrent Investment Advisors
Florida
$252K +$245K +7,294 New
Ashton Thomas Private Wealth
40
Ashton Thomas Private Wealth
Arizona
$250K +$28.3K +844 +13%
Steward Partners Investment Advisory
41
Steward Partners Investment Advisory
New York
$249K +$31.8K +946 +15%
AFP
42
Ausdal Financial Partners
Iowa
$246K +$239K +7,117 New
CA
43
Claro Advisors
Massachusetts
$224K +$217K +6,470 New
Goldman Sachs
44
Goldman Sachs
New York
$223K +$217K +6,465 New
FCFC
45
First Commonwealth Financial Corp
Pennsylvania
$215K – – –
AWM
46
Arista Wealth Management
Nevada
$203K +$197K +5,863 New
SS
47
Sunbelt Securities
Texas
$179K +$6.71K +200 +4%
IFP Advisors
48
IFP Advisors
Florida
$129K +$37K +1,102 +42%
Advisory Services Network
49
Advisory Services Network
Georgia
$123K +$120K +3,561 New
WCAMG
50
Woodard & Company Asset Management Group
North Carolina
$53.3K -$16.8K -500 -24%