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
BMM
1
Berkshire Money Management
Massachusetts
$59.6M +$41.3M +1,206,154 +252%
CAG
2
Compass Advisory Group
New York
$19.4M +$1.26M +36,817 +7%
PP
3
PFS Partners
New Jersey
$18.4M +$8.74M +255,052 +96%
LC
4
Legacy CG
Texas
$16.3M +$15.8M +460,368 New
ODFS
5
O'Donnell Financial Services
California
$15.3M +$1.3M +38,069 +10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13.8M +$9.57M +279,399 +253%
SI
7
Stephens Inc
Arkansas
$13.6M +$13M +379,103 +6,287%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$13.4M +$12.5M +365,673 +3,070%
LIWM
9
Long Island Wealth Management
New York
$12.1M +$1.1M +32,140 +10%
MW
10
MBL Wealth
North Carolina
$11.7M +$2.17M +63,245 +24%
PCS
11
Personal CFO Solutions
New Jersey
$10.7M +$10.4M +303,415 New
CA
12
Cetera Advisors
Colorado
$10.3M +$9.39M +274,194 +1,696%
GI
13
Gradient Investments
Minnesota
$9.77M +$9.43M +275,277 +31,714%
PS
14
Principal Securities
Iowa
$5.04M +$4.82M +140,722 +8,215%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.38M +$1.33M +38,814 +45%
KAS
16
Kestra Advisory Services
Texas
$4.02M +$2.07M +60,426 +113%
SAS
17
SMI Advisory Services
Indiana
$3.84M -$16.7M -486,975 -82%
AF
18
Advisornet Financial
Minnesota
$3.75M -$5.34K -156 -0.1%
BCM
19
Brookstone Capital Management
Illinois
$3.57M +$2.06M +60,059 +146%
ACM
20
Avalon Capital Management
California
$3.4M +$3.29M +96,068 New
MOS
21
MGO One Seven
Ohio
$2.96M +$2.87M +83,619 New
IA
22
IFP Advisors
Florida
$2.81M +$313K +9,139 +13%
RA
23
RFG Advisory
Alabama
$2.73M +$2.65M +77,308 New
CAN
24
Cetera Advisor Networks
California
$2.66M +$1.02M +29,900 +66%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.54M +$2.46M +71,936 New