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Innovator US Equity Power Buffer ETF May

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
151
Straight Path Wealth Management
Michigan
$203K +$200K +5,217 New
VA
152
VestGen Advisors
Illinois
$203K +$200K +5,211 New
CFD
153
Creative Financial Designs
Indiana
$201K -$2.68K -70 -1%
Barclays
154
Barclays
United Kingdom
$148K -$56.2K -1,466 -28%
PTC
155
Private Trust Company
Ohio
$134K
BWM
156
Bernard Wealth Management
Michigan
$129K -$34.8K -907 -21%
FNWA
157
Financial Network Wealth Advisors
Utah
$92.2K
Comerica Bank
158
Comerica Bank
Texas
$77.8K
WWMSC
159
Wagner Wealth Management (South Carolina)
South Carolina
$70K
BWM
160
BigSur Wealth Management
Florida
$58.3K
CHC
161
City Holding Co
West Virginia
$56.7K -$1.92K -50 -3%
CIAS
162
Capital Investment Advisory Services
North Carolina
$38.9K
AAS
163
Ameritas Advisory Services
Nebraska
$28K
NWMP
164
Noble Wealth Management PBC
Colorado
$20.4K +$20.1K +525 New
HBW
165
Hazlett, Burt & Watson
West Virginia
$19K
Morgan Stanley
166
Morgan Stanley
New York
$18.1K
ACM
167
Anfield Capital Management
California
$13.6K
RIL
168
Rothschild Investment LLC
Illinois
$7.78K
FFA
169
Farther Finance Advisors
California
$2.72K
AssetMark Inc
170
AssetMark Inc
California
$2.29K
UBS Group
171
UBS Group
Switzerland
$700 +$690 +18 New
Wells Fargo
172
Wells Fargo
California
$3 -$57.5K -1,500 Closed
SAG
173
SageView Advisory Group
California
-$2.22M -58,076 Closed
CIA
174
Cape Investment Advisory
Georgia
-$950K -25,139 Closed
Cerity Partners
175
Cerity Partners
New York
-$699K -18,500 Closed