We are live on ! Find out more
PJUL icon

Innovator US Equity Power Buffer ETF July

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
251
Comprehensive Financial Planning
Pennsylvania
$76.3K -$1.96K -42 -2%
PF
252
PlanVest Financial
Maryland
$69.2K +$70.1K +1,506 New
IF
253
Integrity Financial
Wyoming
$66.8K -$78.4K -1,685 -54%
CFG
254
Chapman Financial Group
Hawaii
$55.2K -$153K -3,291 -73%
EWA
255
EverSource Wealth Advisors
Alabama
$43.2K -$231K -4,963 -84%
BWM
256
Bernard Wealth Management
Michigan
$41.5K -$8.33K -179 -17%
WA
257
Whipplewood Advisors
Colorado
$41K – – –
EWM
258
Evermay Wealth Management
Virginia
$28.3K – – –
Barclays
259
Barclays
United Kingdom
$27.6K -$24.1K -517 -46%
Morgan Stanley
260
Morgan Stanley
New York
$26.8K – – –
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$25.3K – – –
SS
262
Sunbelt Securities
Texas
$25K – – –
AIC
263
Archer Investment Corporation
Indiana
$22.8K – – –
ACM
264
Anfield Capital Management
California
$14.7K – – –
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$13.7K +$13.9K +299 New
JFG
266
JDM Financial Group
Texas
$11.4K – – –
GWSA
267
Global Wealth Strategies & Associates
Colorado
$10.5K – – –
LFG
268
Larson Financial Group
Missouri
$8.73K – – –
IWP
269
IAG Wealth Partners
Wisconsin
$3.4K +$3.44K +74 New
AssetMark Inc
270
AssetMark Inc
California
$1.61K – – –
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$1.24K – – –
W
272
WPWealth
Texas
– -$1.9M -41,000 Closed
HAS
273
HBW Advisory Services
California
– -$1.14M -24,523 Closed
ACM
274
AlphaStar Capital Management
North Carolina
– -$1.1M -23,667 Closed
GS
275
GTS Securities
Florida
– -$1.05M -22,520 Closed