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Innovator US Equity Power Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
201
Clear Point Advisors
New York
$148K – – –
Capital Analysts LLC
202
Capital Analysts LLC
Pennsylvania
$134K +$74K +1,938 +131%
PP
203
PFS Partners
New Jersey
$112K – – –
TWP
204
TFO Wealth Partners
Ohio
$81K – – –
WWMSC
205
Wagner Wealth Management (South Carolina)
South Carolina
$78.2K – – –
MIM
206
Macroview Investment Management
Maryland
$73K +$71.2K +1,866 New
UBS Group
207
UBS Group
Switzerland
$60.2K -$1.3K -34 -2%
CFGS
208
Concourse Financial Group Securities
Alabama
$54.8K +$53.4K +1,400 New
Horizon Investments
209
Horizon Investments
North Carolina
$36.2K +$35.3K +926 New
AssetMark Inc
210
AssetMark Inc
California
$31.3K +$30.5K +800 New
NorthRock Partners
211
NorthRock Partners
Minnesota
$20.9K +$20.4K +534 New
JFG
212
JDM Financial Group
Texas
$18.8K – – –
CP
213
Castleview Partners
Texas
$15.7K – – –
VL
214
Vima LLC
Michigan
$14.5K – – –
ACM
215
Anfield Capital Management
California
$11.9K +$11.6K +304 New
CT
216
Caldwell Trust
Florida
$6.18K – – –
Allworth Financial
217
Allworth Financial
California
$5.32K -$3.74K -98 -42%
CIAS
218
Capital Investment Advisory Services
North Carolina
$1.56K +$1.53K +40 New
RIL
219
Rothschild Investment LLC
Illinois
$626 – – –
Betterment LLC
220
Betterment LLC
New York
– -$297K -7,986 Closed
AWA
221
Arete Wealth Advisors
Illinois
– -$232K -6,242 Closed
MAM
222
Milestone Asset Management
Pennsylvania
– -$217K -5,814 Closed
FA
223
Faithward Advisors
Pennsylvania
– -$181K -4,750 Closed
Farmers & Merchants Investments Inc
224
Farmers & Merchants Investments Inc
Nebraska
– -$11.2K -300 Closed
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
– -$112 -3 Closed