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Innovator Power Buffer Step-Up Strategy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$539K -$1.38K -39 -0.2%
MWM
27
Modera Wealth Management
New Jersey
$449K
OFS
28
Opus Financial Solutions
Illinois
$394K -$176 -5 -0%
CIAS
29
Capital Investment Advisory Services
North Carolina
$389K +$317K +8,979 +391%
HI
30
Harbour Investments
Wisconsin
$377K +$101K +2,859 +35%
BIG
31
Brooklyn Investment Group
New York
$364K +$65.4K +1,854 +21%
OMC
32
Old Mission Capital
Illinois
$363K +$371K +10,526 New
FA
33
FSA Advisors
Michigan
$362K -$378K -10,712 -50%
OAM
34
Occidental Asset Management
California
$362K
CIA
35
Cape Investment Advisory
Georgia
$317K +$7.06K +200 +2%
GS
36
GTS Securities
Florida
$313K
CA
37
COFG Advisors
Illinois
$310K +$3.35K +95 +1%
PF
38
PlanWiser Financial
Colorado
$263K -$51.8K -1,468 -17%
AQR Capital Management
39
AQR Capital Management
Connecticut
$259K
Goldman Sachs
40
Goldman Sachs
New York
$224K +$229K +6,495 New
SEA
41
Stegent Equity Advisors
Texas
$212K
MWM
42
Mosley Wealth Management
California
$69.7K +$70.7K +2,004 New
AF
43
Allworth Financial
California
$62K +$14.1K +400 +29%
KCM
44
Key Capital Management
Tennessee
$17.5K
Morgan Stanley
45
Morgan Stanley
New York
$12.6K -$115K -3,259 -90%
JP Morgan Chase
46
JP Morgan Chase
New York
$11.2K -$150K -4,249 -93%
Barclays
47
Barclays
United Kingdom
$8K +$8.19K +232 New
UBS Group
48
UBS Group
Switzerland
$1.72K +$1.76K +50 New
DFA
49
DHJJ Financial Advisors
Illinois
$345
LAS
50
Lloyd Advisory Services
Georgia
-$305K -8,622 Closed