We are live on ! Find out more
PJAN icon

Innovator US Equity Power Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
Arete Wealth Advisors
Illinois
$257K
CWG
177
Cornerstone Wealth Group
North Carolina
$253K
GTAM
178
Global Trust Asset Management
Florida
$248K
CIA
179
Compass Ion Advisors
Pennsylvania
$245K +$241K +5,931 New
LEFP
180
Leading Edge Financial Planning
Tennessee
$236K +$122 +3 +0.1%
MWP
181
Madison Wealth Partners
Wisconsin
$236K -$8.12K -200 -3%
B
182
Bailard
California
$233K
MW
183
Maia Wealth
Colorado
$232K -$27.8K -684 -11%
ATPW
184
Ashton Thomas Private Wealth
Arizona
$228K
BBHC
185
Brown Brothers Harriman & Co
New York
$227K
TSW
186
Three Seasons Wealth
Utah
$223K
CCM
187
Coldstream Capital Management
Washington
$220K +$217K +5,331 New
OLVIG
188
Oliver Lagore Vanvalin Investment Group
Michigan
$217K -$19K -467 -8%
IIA
189
Integral Investment Advisors
California
$210K
FFA
190
Fragasso Financial Advisors
Pennsylvania
$208K
JCM
191
Jacobi Capital Management
Pennsylvania
$207K +$203K +5,004 New
AFP
192
Ausdal Financial Partners
Iowa
$202K +$199K +4,900 New
EWA
193
EverSource Wealth Advisors
Alabama
$190K
CPA
194
Clear Point Advisors
New York
$156K
EPW
195
Evergreen Private Wealth
Colorado
$147K
CAL
196
Capital Analysts LLC
Pennsylvania
$141K
PP
197
PFS Partners
New Jersey
$119K
Bank of America
198
Bank of America
North Carolina
$102K +$100K +2,474 New
CFGS
199
Concourse Financial Group Securities
Alabama
$86.2K +$27.9K +687 +49%
WWMSC
200
Wagner Wealth Management (South Carolina)
South Carolina
$82.6K