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
TFS
1
TrustCore Financial Services
Tennessee
$13.8M +$13.3M +534,067 New
SFSG
2
Stearns Financial Services Group
North Carolina
$4.93M +$4.75M +190,716 New
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$2.24M -$22.3K -896 -1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.22M
MWM
5
Maltin Wealth Management
New Jersey
$1.05M +$1.01M +40,498 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$981K +$946K +37,982 New
LNC
7
Lincoln National Corp
Pennsylvania
$764K +$382K +15,330 +108%
CFA
8
Carroll Financial Associates
North Carolina
$696K +$671K +26,950 New
IA
9
IFP Advisors
Florida
$626K +$537K +21,544 +729%
CAN
10
Cetera Advisor Networks
California
$625K +$603K +24,189 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$619K +$92K +3,695 +18%
CA
12
Cambridge Advisors
Nebraska
$616K +$594K +23,850 New
AAP
13
Arax Advisory Partners
Colorado
$524K
Osaic Holdings
14
Osaic Holdings
Arizona
$462K +$148K +5,950 +50%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$433K +$87.8K +3,523 +27%
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$362K -$45.5K -1,825 -12%
WCG
17
Weaver Consulting Group
California
$304K +$294K +11,784 New
RIS
18
Retirement Income Solutions
Michigan
$237K +$10.3K +412 +5%
CPIG
19
Chicago Partners Investment Group
Illinois
$235K -$9.69K -389 -4%
APCM
20
Alaska Permanent Capital Management
Alaska
$202K +$195K +7,835 New
VFA
21
Valeo Financial Advisors
Indiana
$53K +$50.7K +2,036 New
BFC
22
Bedel Financial Consulting
Indiana
$36K
LFG
23
Larson Financial Group
Missouri
$11K +$10.4K +417 New
UBS Group
24
UBS Group
Switzerland
$6K -$29.6K -1,190 -83%
FI
25
FormulaFolio Investments
Michigan
-$1.43M -61,649 Closed