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
IFG
126
Independent Financial Group
California
$263K
CPA
127
Clear Point Advisors
New York
$257K +$247K +7,403 New
RWM
128
Reston Wealth Management
Virginia
$257K
MSFS
129
Main Street Financial Solutions
Pennsylvania
$247K
MWM
130
Meridian Wealth Management
Kentucky
$245K -$25K -750 -10%
SSW
131
Smith Shellnut Wilson
Mississippi
$243K
FNWA
132
Financial Network Wealth Advisors
Utah
$242K +$232K +6,973 New
SPC
133
Sigma Planning Corp
Michigan
$236K -$337K -10,127 -60%
Mariner
134
Mariner
Kansas
$224K +$215K +6,455 New
SEP
135
Southland Equity Partners
Missouri
$220K
AWP
136
Ascent Wealth Partners
New York
$217K
NF
137
Nikulski Financial
Iowa
$205K +$196K +5,885 New
Jane Street
138
Jane Street
New York
$202K -$619K -18,594 -76%
BBPWM
139
Blue Bell Private Wealth Management
Pennsylvania
$154K +$16.7K +500 +13%
WP
140
WealthShield Partners
North Carolina
$149K
SWM
141
Spire Wealth Management
Virginia
$147K
ASN
142
Advisory Services Network
Georgia
$139K +$134K +4,011 New
Morgan Stanley
143
Morgan Stanley
New York
$127K -$28.1K -845 -19%
PA
144
Parallel Advisors
California
$104K
Comerica Bank
145
Comerica Bank
Texas
$89.1K
DFA
146
DHJJ Financial Advisors
Illinois
$80K
WWMSC
147
Wagner Wealth Management (South Carolina)
South Carolina
$69.2K +$66.3K +1,990 New
AF
148
Advisornet Financial
Minnesota
$66.6K
AIC
149
Archer Investment Corporation
Indiana
$60.6K
CIAS
150
Capital Investment Advisory Services
North Carolina
$60.3K +$13.2K +395 +29%