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
Betterment LLC
126
Betterment LLC
New York
$216K +$215K +7,171 New
VBFP
127
Valtinson Bruner Financial Planning
Minnesota
$209K -$35.7K -1,191 -15%
BRWA
128
B. Riley Wealth Advisors
Florida
$202K +$201K +6,698 New
KFP
129
KMG Fiduciary Partners
Ohio
$201K +$200K +6,674 New
VWA
130
V Wealth Advisors
Kansas
$200K +$199K +6,638 New
SWA
131
Sutton Wealth Advisors
Florida
$199K
NA
132
NewEdge Advisors
Louisiana
$93.5K +$92.7K +3,096 New
MPCL
133
My Personal CFO LLC
Washington
$82.8K +$44.6K +1,489 New
AWM
134
Accurate Wealth Management
Florida
$75.5K +$74.4K +2,485 New
GWM
135
Geneos Wealth Management
Colorado
$73.1K
AIC
136
Archer Investment Corporation
Indiana
$60.4K
IF
137
Integrity Financial
Wyoming
$53.4K -$50.5K -1,685 -49%
Morgan Stanley
138
Morgan Stanley
New York
$48.2K +$23.9K +799 +100%
CP
139
Castleview Partners
Texas
$40.1K
FA
140
Fiduciary Alliance
South Carolina
$20.5K +$20.3K +678 New
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$19K +$19.2K +640 New
William Blair & Company
142
William Blair & Company
Illinois
$13.3K +$13.2K +440 New
LFG
143
Larson Financial Group
Missouri
$483 +$479 +16 New
OMC
144
Old Mission Capital
Illinois
-$4.78M -167,161 Closed
ML
145
McAdam LLC
Pennsylvania
-$2.52M -88,254 Closed
LWA
146
Lineweaver Wealth Advisors
Ohio
-$1.86M -64,975 Closed
SOS
147
Silver Oak Securities
Tennessee
-$805K -23,895 Closed
PWM
148
PRW Wealth Management
Massachusetts
-$463K -16,200 Closed
AWM
149
Axxcess Wealth Management
California
-$255K -8,925 Closed
CFP
150
Cypress Financial Planning
New Jersey
-$245K -8,550 Closed