We are live on ! Find out more
JAJL

Innovator Equity Defined Protection ETF - 6mo Jan/Jul

Name Holding Trade Value Shares
Change
Change in
Stake
WS
51
Wedbush Securities
California
$374K +$71K +2,463 +24%
OMC
52
Old Mission Capital
Illinois
$337K -$208K -7,213 -38%
IA
53
Integrity Alliance
Iowa
$313K
PWMG
54
Pinnacle Wealth Management Group
Michigan
$301K -$14.4K -500 -5%
WW
55
Winnow Wealth
Texas
$301K -$33.3K -1,156 -10%
AWMI
56
Aegis Wealth Management (Iowa)
Iowa
$282K +$280K +9,703 New
VWA
57
Visionary Wealth Advisors
Illinois
$278K
CIA
58
Concurrent Investment Advisors
Florida
$278K +$276K +9,572 New
VPF
59
Vantage Point Financial
Illinois
$277K +$275K +9,517 New
WA
60
Waverly Advisors
Alabama
$276K +$274K +9,504 New
WFS
61
WealthGarden F.S.
California
$249K +$42.6K +1,478 +21%
TCM
62
Triumph Capital Management
Colorado
$232K -$17K -588 -7%
HW
63
HORAN Wealth
Ohio
$232K
IFG
64
Independent Financial Group
California
$228K
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$226K -$21.2K -736 -9%
AWM
66
Axxcess Wealth Management
California
$221K +$220K +7,613 New
CW
67
CreativeOne Wealth
Kansas
$221K +$219K +7,609 New
TF
68
Trek Financial
Arizona
$220K -$721 -25 -0.3%
AIM
69
Advyzon Investment Management
Illinois
$214K +$5.22K +181 +3%
FIA
70
Foundations Investment Advisors
Arizona
$211K +$210K +7,272 New
FFA
71
Florida Financial Advisors
Florida
$203K +$202K +6,988 New
IA
72
IFP Advisors
Florida
$201K +$2.88K +100 +1%
KFG
73
Kelly Financial Group
Connecticut
$200K +$199K +6,885 New
BWM
74
Benson Wealth Management
Tennessee
$167K +$166K +5,742 New
HIA
75
Harbor Investment Advisory
Maryland
$137K