We are live on ! Find out more
PAUG icon

Innovator US Equity Power Buffer ETF August

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
101
Jacobi Capital Management
Pennsylvania
$795K -$390K -9,117 -33%
OWA
102
Outlook Wealth Advisors
Texas
$785K -$9.92K -232 -1%
NA
103
NewEdge Advisors
Louisiana
$781K -$115K -2,692 -13%
IFG
104
Independent Financial Group
California
$771K -$58.2K -1,361 -7%
IA
105
IFP Advisors
Florida
$766K +$145K +3,384 +24%
WIA
106
World Investment Advisors
California
$733K +$216K +5,058 +43%
SWM
107
Spire Wealth Management
Virginia
$715K -$19.8K -464 -3%
CIA
108
Cape Investment Advisory
Georgia
$709K +$701K +16,395 New
CWP
109
Curated Wealth Partners
California
$705K +$697K +16,295 New
SPIA
110
Steward Partners Investment Advisory
New York
$691K
BBPWM
111
Blue Bell Private Wealth Management
Pennsylvania
$679K -$22.8K -533 -3%
RPGK
112
Retirement Planning Group (Kansas)
Kansas
$677K
ML
113
McAdam LLC
Pennsylvania
$673K
SWP
114
Summit Wealth Partners
Florida
$671K -$79.2K -1,852 -11%
JWBC
115
John W. Brooker & Co
California
$667K -$73.8K -1,725 -10%
PWM
116
PTM Wealth Management
United States
$661K -$104K -2,443 -14%
SPWM
117
Straight Path Wealth Management
Michigan
$650K -$7.05K -165 -1%
Q1WB
118
Quest 10 Wealth Builders
Virginia
$648K -$25.2K -589 -4%
APW
119
Atlantic Private Wealth
North Carolina
$640K
MFG
120
Merit Financial Group
Georgia
$640K +$297K +6,943 +89%
MAM
121
Milestone Asset Management
Pennsylvania
$631K -$26.5K -620 -4%
CRWM
122
Castle Rock Wealth Management
California
$627K -$38.5K -900 -6%
ACM
123
AlphaStar Capital Management
North Carolina
$623K +$616K +14,414 New
Citadel Advisors
124
Citadel Advisors
Florida
$619K +$612K +14,321 New
SIA
125
Soltis Investment Advisors
Utah
$617K