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Innovator US Equity Power Buffer ETF May

Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
101
Valtinson Bruner Financial Planning
Minnesota
$238K +$19.9K +696 +9%
CWA
102
Continuum Wealth Advisors
New York
$230K – – –
CIA
103
Cape Investment Advisory
Georgia
$217K +$216K +7,545 New
CFP
104
Cypress Financial Planning
New Jersey
$207K -$1.68M -58,794 -89%
CP
105
Castleview Partners
Texas
$157K – – –
IF
106
Integrity Financial
Wyoming
$148K – – –
PP
107
PFS Partners
New Jersey
$133K +$132K +4,622 New
BBPWM
108
Blue Bell Private Wealth Management
Pennsylvania
$129K -$11.4K -400 -8%
SPIA
109
Steward Partners Investment Advisory
New York
$127K – – –
UBS Group
110
UBS Group
Switzerland
$89K -$83.7K -2,926 -49%
ASN
111
Advisory Services Network
Georgia
$43.3K +$22.9K +800 +114%
AF
112
Advisornet Financial
Minnesota
$34.6K – – –
AF
113
Allworth Financial
California
$34.2K – – –
CIAS
114
Capital Investment Advisory Services
North Carolina
$28.8K +$28.6K +1,000 New
AAS
115
Ameritas Advisory Services
Nebraska
$20.8K +$20.6K +720 New
LFG
116
Larson Financial Group
Missouri
$16.6K +$16.4K +575 New
JP Morgan Chase
117
JP Morgan Chase
New York
$1K – – –
RFG
118
Range Financial Group
Oregon
– -$486K -17,291 Closed
BMD
119
Better Money Decisions
New Mexico
– -$273K -9,712 Closed
NA
120
NewEdge Advisors
Louisiana
– -$96.2K -3,425 Closed
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
– -$29K -1,031 Closed
FA
122
Fiduciary Alliance
South Carolina
– -$21K -747 Closed
William Blair & Company
123
William Blair & Company
Illinois
– -$12.8K -455 Closed
USCWA
124
U.S. Capital Wealth Advisors
Texas
– -$2.78K -99 Closed