We are live on ! Find out more
KJAN icon

Innovator US Small Cap Power Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
BCS Wealth Management
Tennessee
$213K -$49.6K -1,304 -19%
SC
102
Savant Capital
Illinois
$212K
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$194K
APW
104
Atlantic Private Wealth
North Carolina
$188K
HI
105
Harbour Investments
Wisconsin
$168K -$17.4K -457 -9%
AWM
106
AE Wealth Management
Kansas
$153K -$165K -4,348 -52%
SFGP
107
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$148K +$150K +3,952 New
SPIA
108
Steward Partners Investment Advisory
New York
$126K +$28.8K +758 +29%
Morgan Stanley
109
Morgan Stanley
New York
$93.4K -$31.5K -828 -25%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$90K -$2.21K -58 -2%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$78K
FNWA
112
Financial Network Wealth Advisors
Utah
$77.5K -$2.51K -66 -3%
AIC
113
Archer Investment Corporation
Indiana
$74.7K
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$63.5K
MFS
115
Mattson Financial Services
Michigan
$57.9K -$15.5K -408 -21%
Q1WB
116
Quest 10 Wealth Builders
Virginia
$56K +$57.1K +1,500 New
EWA
117
EverSource Wealth Advisors
Alabama
$52.4K
JP Morgan Chase
118
JP Morgan Chase
New York
$29.9K -$5.86K -154 -16%
US Bancorp
119
US Bancorp
Minnesota
$26.6K +$5.29K +139 +24%
LC
120
Luminist Capital
Michigan
$9.75K +$9.93K +261 New
CIA
121
Cape Investment Advisory
Georgia
$9.34K +$9.52K +250 New
WT
122
Whittier Trust
California
$7.47K
ODFS
123
O'Donnell Financial Services
California
-$15.6M -421,257 Closed
GI
124
Gradient Investments
Minnesota
-$10.7M -289,019 Closed
CSPIA
125
Cary Street Partners Investment Advisory
Virginia
-$5.89M -158,814 Closed