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
MCC
151
Money Concepts Capital
Florida
$593K
LJAC
152
L.J. Altfest & Co
New York
$586K
LWA
153
Lineweaver Wealth Advisors
Ohio
$583K
FFN
154
Focus Financial Network
Minnesota
$577K -$90.9K -1,953 -13%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$561K
XF
156
XML Financial
Maryland
$560K -$115K -2,465 -17%
WP
157
WealthPLAN Partners
Nebraska
$553K +$73.3K +1,574 +15%
RIS
158
Retirement Income Solutions
Michigan
$552K
CG
159
Caprock Group
Idaho
$549K +$102K +2,187 +22%
CA
160
Corrado Advisors
New Jersey
$521K
DWM
161
Dakota Wealth Management
Florida
$517K
AWAP
162
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$515K
PWMG
163
Pinnacle Wealth Management Group
Michigan
$509K -$40K -860 -7%
SA
164
Sovran Advisors
California
$508K
BAM
165
Belpointe Asset Management
Nevada
$476K
Neuberger Berman Group
166
Neuberger Berman Group
New York
$467K
G
167
GenTrust
Florida
$467K
AWA
168
Arkadios Wealth Advisors
Georgia
$459K +$464K +9,979 New
LSIA
169
LaSalle St. Investment Advisors
Illinois
$453K +$45.6K +979 +11%
PA
170
PFG Advisors
Arizona
$445K -$1.47M -31,495 -77%
Corient Private Wealth
171
Corient Private Wealth
Florida
$426K
AF
172
Allworth Financial
California
$422K -$279 -6 -0.1%
YWS
173
Yarger Wealth Strategies
Ohio
$405K -$17.6K -379 -4%
SF
174
Summit Financial
New Jersey
$405K +$410K +8,809 New
PAG
175
Private Advisor Group
New Jersey
$401K +$406K +8,721 New