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
Corient Private Wealth
176
Corient Private Wealth
Florida
$430K +$425K +9,271 New
YWS
177
Yarger Wealth Strategies
Ohio
$427K -$11.5K -250 -3%
AF
178
Allworth Financial
California
$426K -$59.6M -1,298,966 -99%
TWM
179
Tradition Wealth Management
Minnesota
$424K – – –
AWM
180
Avior Wealth Management
Nebraska
$424K – – –
HI
181
Harbour Investments
Wisconsin
$422K -$690K -15,040 -62%
AWM
182
Axxcess Wealth Management
California
$413K -$3.53K -77 -0.9%
LSIA
183
LaSalle St. Investment Advisors
Illinois
$411K – – –
TSW
184
Three Seasons Wealth
Utah
$406K – – –
GGS
185
Galvin Gaustad & Stein
Arizona
$405K +$400K +8,714 New
NAM
186
NorthCrest Asset Manangement
Minnesota
$388K – – –
TSS
187
Two Sigma Securities
New York
$375K +$370K +8,071 New
PF
188
Phoenix Financial
Israel
$373K – – –
DAS
189
Diversify Advisory Services
Utah
$370K – – –
CWG
190
Cornerstone Wealth Group
North Carolina
$355K -$274K -5,977 -44%
CIA
191
Concurrent Investment Advisors
Florida
$354K +$350K +7,616 New
MFF
192
Michels Family Financial
Texas
$353K – – –
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
$348K – – –
AGWCA
194
Annis Gardner Whiting Capital Advisors
Florida
$339K – – –
CPA
195
Clear Point Advisors
New York
$337K -$45.9K -1,000 -12%
RGF
196
Retirement Guys Formula
Ohio
$333K – – –
AAP
197
Arax Advisory Partners
Colorado
$325K +$321K +6,992 New
RPGK
198
Retirement Planning Group (Kansas)
Kansas
$322K – – –
HWM
199
HFG Wealth Management
Texas
$315K – – –
ATPW
200
Ashton Thomas Private Wealth
Arizona
$303K -$31.7K -691 -10%