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Innovator US Equity Power Buffer ETF September

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$292K +$285K +8,009 New
SVWAG
127
Sound View Wealth Advisors Group
Georgia
$290K -$38.3K -1,075 -12%
IFG
128
Independent Financial Group
California
$275K -$1.32K -37 -0.5%
W
129
WPWealth
Texas
$273K -$267K -7,495 -50%
CPA
130
Clear Point Advisors
New York
$270K
RWM
131
Reston Wealth Management
Virginia
$270K
NAS
132
NWF Advisory Services
California
$256K +$250K +7,010 New
SSW
133
Smith Shellnut Wilson
Mississippi
$256K
FNWA
134
Financial Network Wealth Advisors
Utah
$255K
SMAM
135
Sugar Maple Asset Management
Wisconsin
$238K +$233K +6,531 New
SEP
136
Southland Equity Partners
Missouri
$231K
AWP
137
Ascent Wealth Partners
New York
$221K -$6.05K -170 -3%
MSFS
138
Main Street Financial Solutions
Pennsylvania
$220K -$38.1K -1,070 -15%
NF
139
Nikulski Financial
Iowa
$208K -$6.59K -185 -3%
SIA
140
Soltis Investment Advisors
Utah
$207K +$202K +5,672 New
SW
141
Schulz Wealth
Texas
$205K +$200K +5,615 New
JP Morgan Chase
142
JP Morgan Chase
New York
$162K +$158K +4,449 New
BBPWM
143
Blue Bell Private Wealth Management
Pennsylvania
$158K -$3.21K -90 -2%
SWM
144
Spire Wealth Management
Virginia
$153K
Morgan Stanley
145
Morgan Stanley
New York
$133K
PA
146
Parallel Advisors
California
$110K
Comerica Bank
147
Comerica Bank
Texas
$93.6K
UBS Group
148
UBS Group
Switzerland
$92.5K +$40.8K +1,145 +82%
DFA
149
DHJJ Financial Advisors
Illinois
$84K
WWMSC
150
Wagner Wealth Management (South Carolina)
South Carolina
$72.6K