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Innovator US Equity Power Buffer ETF August

Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthPLAN Partners
Nebraska
$181K -$45.9K -1,580 -20%
OIA
102
Optimum Investment Advisors
Illinois
$177K -$29.1K -1,000 -14%
IF
103
Integrity Financial
Wyoming
$173K -$9.07K -312 -5%
BBPWM
104
Blue Bell Private Wealth Management
Pennsylvania
$131K -$43.6K -1,500 -25%
SWA
105
Sutton Wealth Advisors
Florida
$128K +$114K +3,911 +929%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$120K
WP
107
WealthShield Partners
North Carolina
$114K +$112K +3,850 New
CAL
108
Capital Analysts LLC
Pennsylvania
$109K
CFD
109
Creative Financial Designs
Indiana
$105K
CWM
110
Consultiva Wealth Management
Puerto Rico
$95K
Morgan Stanley
111
Morgan Stanley
New York
$86.7K +$20.9K +718 +32%
WIM
112
WealthPlan Investment Management
Nebraska
$59.4K -$166K -5,703 -74%
SS
113
Sunbelt Securities
Texas
$53.9K -$247K -8,487 -82%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$25.3K +$25K +859 New
LFG
115
Larson Financial Group
Missouri
$16.8K +$16.1K +553 +3,456%
William Blair & Company
116
William Blair & Company
Illinois
$11.8K -$13.1K -450 -53%
AWM
117
AllSquare Wealth Management
New York
$10.3K
CSPIA
118
Cary Street Partners Investment Advisory
Virginia
$8.85K
AAS
119
Ameritas Advisory Services
Nebraska
$1.48K +$1.45K +50 New
CIAS
120
Capital Investment Advisory Services
North Carolina
$1.48K +$1.45K +50 New
GI
121
Gradient Investments
Minnesota
$1.39K -$6.48K -223 -83%
W
122
Wealthquest
Ohio
-$20.9M -736,347 Closed
WIA
123
World Investment Advisors
California
-$2.73M -95,867 Closed
IAA
124
Independent Advisor Alliance
North Carolina
-$437K -15,400 Closed
RFG
125
Range Financial Group
Oregon
-$378K -13,342 Closed