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
CWM
201
Collaborative Wealth Management
Florida
$271K
SP
202
Sequent Planning
Nebraska
$269K -$49K -1,059 -16%
MWP
203
Madison Wealth Partners
Wisconsin
$269K
SFG
204
Sovereign Financial Group
Connecticut
$268K
B
205
Bailard
California
$266K
SA
206
Sonoma Allocations
California
$265K -$214K -4,625 -45%
AWM
207
Axxcess Wealth Management
California
$262K
DWM
208
Drive Wealth Management
Utah
$259K -$21.1K -457 -8%
BBHC
209
Brown Brothers Harriman & Co
New York
$259K
TSW
210
Three Seasons Wealth
Utah
$254K
MAM
211
MMA Asset Management
Pennsylvania
$254K -$250K -5,393 -50%
AIM
212
Advyzon Investment Management
Illinois
$239K +$9.58K +207 +4%
FFA
213
Fragasso Financial Advisors
Pennsylvania
$236K
IIA
214
Integral Investment Advisors
California
$231K -$8.1K -175 -3%
MCC
215
Money Concepts Capital
Florida
$230K -$38.1K -824 -14%
SI
216
Stirlingshire Investments
New York
$226K +$222K +4,798 New
SB
217
Strategic Blueprint
Georgia
$224K -$139K -3,009 -39%
IWM
218
IHT Wealth Management
Illinois
$224K +$231 +5 +0.1%
AG
219
Ascent Group
Virginia
$217K -$185 -4 -0.1%
EWA
220
EverSource Wealth Advisors
Alabama
$216K
PAG
221
Private Advisor Group
New Jersey
$209K +$206K +4,451 New
GA
222
Goldstein Advisors
Wisconsin
$205K +$202K +4,364 New
Q1WB
223
Quest 10 Wealth Builders
Virginia
$203K
WC
224
Waterloo Capital
Texas
$202K +$199K +4,304 New
CA
225
Calton & Associates
Florida
$201K +$197K +4,265 New