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
AllianceBernstein
1
AllianceBernstein
Tennessee
$105M +$24.9M +769,491 +34%
AWM
2
AE Wealth Management
Kansas
$33.2M +$4.85M +149,655 +18%
PCM
3
Penserra Capital Management
California
$20.8M +$2.04M +62,928 +12%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.8M -$18.9M -582,712 -53%
Osaic Holdings
5
Osaic Holdings
Arizona
$17.4M +$6.46M +199,608 +64%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.8M +$5.73M +176,944 +106%
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$11.2M +$342K +10,557 +3%
DIM
8
Delta Investment Management
California
$8.11M +$4.45M +137,346 +138%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.11M +$3.71M +114,598 +123%
BCM
10
Brookstone Capital Management
Illinois
$6.37M +$3.83M +118,391 +172%
SWPG
11
Strategic Wealth Partners Group
Illinois
$6.21M +$5.77M +178,119 +5,354%
CG
12
Caprock Group
Idaho
$6.05M -$4.13M -127,409 -42%
OWA
13
Outlook Wealth Advisors
Texas
$6.01M +$2.93M +90,598 +106%
SWP
14
Summit Wealth Partners
Florida
$5.19M -$246K -7,608 -5%
MFG
15
MTM Financial Group
Pennsylvania
$4.44M -$45.7K -1,412 -1%
FSA
16
Financial Services Advisory
Maryland
$4M -$39.8K -1,229 -1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.98M +$606K +18,716 +19%
GSIS
18
Global Strategic Investment Solutions
Arizona
$3.93M -$67.1K -2,072 -2%
CA
19
CoreCap Advisors
Michigan
$3.84M +$3.64M +112,266 New
SEP
20
Southland Equity Partners
Missouri
$3.67M +$170K +5,259 +5%
WIM
21
WealthPlan Investment Management
Nebraska
$3.43M -$746K -23,039 -19%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$3.4M -$6.53M -201,683 -67%
XF
23
XML Financial
Maryland
$3.32M -$2.94M -90,843 -48%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$3.25M +$2.72M +83,900 +759%
Truist Financial
25
Truist Financial
North Carolina
$3.17M -$80.7K -2,491 -3%