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Innovator US Equity Power Buffer ETF September
PSEP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
126
Calton & Associates
Florida
$496K +$23K +548 +5%
PIAS
127
PCA Investment Advisory Services
Ohio
$475K +$464K +11,067 New
BAM
128
Belpointe Asset Management
Nevada
$465K +$454K +10,826 New
RWM
129
Riverchase Wealth Management
Texas
$463K +$452K +10,784 New
AGWCA
130
Annis Gardner Whiting Capital Advisors
Florida
$460K +$449K +10,700 New
SPC
131
Sigma Planning Corp
Michigan
$448K -$7.55K -180 -2%
TF
132
Trek Financial
Arizona
$438K -$26.2K -626 -6%
JWM
133
Jessup Wealth Management
Ohio
$435K +$425K +10,131 New
TWP
134
Triad Wealth Partners
Kansas
$428K +$36.8K +879 +10%
MOS
135
MGO One Seven
Ohio
$427K -$105K -2,515 -20%
SB
136
Strategic Blueprint
Georgia
$423K -$6.33K -151 -2%
PWA
137
Phoenix Wealth Advisors
North Carolina
$399K +$390K +9,300 New
OCM
138
Orion Capital Management
California
$397K -$4.19K -100 -1%
MA
139
Mutual Advisors
Nebraska
$397K +$386K +9,214 New
RIS
140
Retirement Income Solutions
Michigan
$393K +$13.8K +329 +4%
SOS
141
Silver Oak Securities
Tennessee
$393K +$5.03K +120 +1%
AWM
142
Axxcess Wealth Management
California
$392K -$10.6K -254 -3%
RCWM
143
Red Crane Wealth Management
California
$391K – – –
CPIG
144
Chicago Partners Investment Group
Illinois
$390K -$156K -3,731 -29%
IAS
145
Integrity Advisory Solutions
Texas
$390K +$380K +9,074 New
M1FG
146
Mach-1 Financial Group
Arkansas
$390K +$380K +9,074 New
PCA
147
Prosperity Capital Advisors
Ohio
$388K – – –
LC
148
Luminist Capital
Michigan
$381K +$372K +8,874 New
CCM
149
Coldstream Capital Management
Washington
$379K – – –
CFD
150
Creative Financial Designs
Indiana
$378K +$41.9K +1,000 +13%
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6
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