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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

Name Holding Trade Value Shares
Change
Change in
Stake
APW
26
Atlantic Private Wealth
North Carolina
$669K
SWM
27
Spire Wealth Management
Virginia
$666K +$30 +1 +0%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$648K -$90.6K -3,059 -12%
HBS
29
Howard Bailey Securities
Indiana
$641K +$20.1K +678 +3%
CVA
30
Central Valley Advisors
California
$636K
TW
31
Tempo Wealth
Ohio
$627K -$131K -4,414 -17%
MSFS
32
Main Street Financial Solutions
Pennsylvania
$607K -$90.1K -3,040 -13%
Raymond James Financial
33
Raymond James Financial
Florida
$535K -$392K -13,249 -42%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$476K +$231K +7,800 +93%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$473K
IA
36
Integrity Alliance
Iowa
$460K -$342K -11,547 -42%
GS
37
GWN Securities
Florida
$443K -$2.99K -101 -0.7%
SIS
38
Sound Income Strategies
Florida
$421K -$8.27K -279 -2%
TSW
39
Three Seasons Wealth
Utah
$399K
MW
40
Maia Wealth
Colorado
$379K
NA
41
NewEdge Advisors
Louisiana
$352K -$141K -4,750 -28%
BFA
42
Beacon Financial Advisory
Ohio
$350K
SS
43
Sunbelt Securities
Texas
$350K
JP Morgan Chase
44
JP Morgan Chase
New York
$350K +$239K +8,065 +206%
CRWM
45
Castle Rock Wealth Management
California
$311K -$1.81K -61 -0.6%
IWMO
46
Integrated Wealth Management (Ohio)
Ohio
$302K -$6.37K -215 -2%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$298K +$281K +9,492 +1,436%
TWM
48
Tradition Wealth Management
Minnesota
$296K
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$288K -$15.6K -525 -5%
PHWM
50
Pine Harbor Wealth Management
Maryland
$276K -$6.9K -233 -2%