We are live on ! Find out more
PSEP icon

Innovator US Equity Power Buffer ETF September

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
76
Chicago Partners Investment Group
Illinois
$207K
MSFS
77
Main Street Financial Solutions
Pennsylvania
$200K
OCM
78
Orion Capital Management
California
$173K
HI
79
Harbour Investments
Wisconsin
$151K +$154K +5,353 New
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$149K -$15.8K -550 -9%
TC
81
Truvestments Capital
Florida
$144K +$148K +5,132 New
SWM
82
Spire Wealth Management
Virginia
$122K -$29 -1 -0%
CHC
83
City Holding Co
West Virginia
$112K +$115K +4,000 New
Morgan Stanley
84
Morgan Stanley
New York
$103K
OIA
85
Optimum Investment Advisors
Illinois
$96K
APA
86
American Portfolios Advisors
New York
$75.9K
ST
87
Sageworth Trust
Pennsylvania
$67K
SWA
88
Sutton Wealth Advisors
Florida
$59.5K
BBPWM
89
Blue Bell Private Wealth Management
Pennsylvania
$8K -$9.97K -346 -56%
UBS Group
90
UBS Group
Switzerland
$7K -$40.6K -1,408 -84%
IF
91
Integrity Financial
Wyoming
$1K
WP
92
WealthSource Partners
California
-$594K -19,745 Closed
5L
93
55I LLC
Massachusetts
-$429K -14,261 Closed
CCM
94
Coldstream Capital Management
Washington
-$417K -13,872 Closed
LA
95
Latitude Advisors
Florida
-$252K -8,391 Closed
WIA
96
World Investment Advisors
California
-$244K -8,130 Closed
MML Investors Services
97
MML Investors Services
Massachusetts
-$240K -7,975 Closed
RTS
98
Round Table Services
New Jersey
-$227K -7,548 Closed
NF
99
Nikulski Financial
Iowa
-$212K -7,050 Closed
SSW
100
Smith Shellnut Wilson
Mississippi
-$210K -7,000 Closed