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Innovator US Equity Power Buffer ETF June

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
101
Cypress Wealth Services
California
$425K -$50.9K -1,350 -11%
BBPWM
102
Blue Bell Private Wealth Management
Pennsylvania
$422K -$9.84K -261 -2%
DI
103
Diligent Investors
California
$420K
AAS
104
Avantax Advisory Services
Texas
$413K -$81.1K -2,150 -16%
FA
105
FSA Advisors
Michigan
$410K -$15.3K -406 -4%
JCM
106
Jacobi Capital Management
Pennsylvania
$402K
BWP
107
Balboa Wealth Partners
Arizona
$394K
BWM
108
BCGM Wealth Management
Indiana
$369K
IA
109
Integrity Alliance
Iowa
$362K +$369K +9,780 New
ASN
110
Advisory Services Network
Georgia
$357K -$48.5K -1,287 -12%
AWM
111
Axxcess Wealth Management
California
$357K +$364K +9,646 New
USCWA
112
U.S. Capital Wealth Advisors
Texas
$356K +$8.33K +221 +2%
FIA
113
Foundations Investment Advisors
Arizona
$356K +$31.5K +835 +10%
LBC
114
Leigh Baldwin & Co
New York
$351K
TWP
115
TFO Wealth Partners
Ohio
$332K +$339K +8,977 New
SFA
116
Sequoia Financial Advisors
Ohio
$332K -$159K -4,216 -32%
AWM
117
Atticus Wealth Management
Florida
$330K
FWIA
118
Fort Washington Investment Advisors
Ohio
$326K
EWM
119
Elmwood Wealth Management
California
$294K -$50.9K -1,350 -15%
BFA
120
Beacon Financial Advisory
Ohio
$287K
RPGK
121
Retirement Planning Group (Kansas)
Kansas
$282K
CAL
122
Capital Analysts LLC
Pennsylvania
$282K
TF
123
Trek Financial
Arizona
$272K +$905 +24 +0.3%
UBS Group
124
UBS Group
Switzerland
$265K +$270K +7,147 New
CNWM
125
Clay Northam Wealth Management
California
$247K