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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
51
Kingswood Wealth Advisors
California
$412K +$407K +15,027 New
SS
52
Sunbelt Securities
Texas
$398K -$19K -700 -5%
PFA
53
Plotkin Financial Advisors
Maryland
$394K -$80.8K -2,983 -17%
BFWM
54
Bright Futures Wealth Management
New York
$388K -$8.15K -301 -2%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$371K -$54 -2 -0%
LSA
56
Lion Street Advisors
Texas
$369K
JP Morgan Chase
57
JP Morgan Chase
New York
$350K +$346K +12,761 New
PHWM
58
Pine Harbor Wealth Management
Maryland
$331K -$198K -7,326 -38%
BFA
59
Beacon Financial Advisory
Ohio
$327K
AWA
60
Amplius Wealth Advisors
Pennsylvania
$320K -$32.2M -1,189,380 -99%
APW
61
Atlantic Private Wealth
North Carolina
$311K
PCA
62
Prosperity Capital Advisors
Ohio
$303K -$44.6K -1,646 -13%
IA
63
IFG Advisory
Georgia
$295K
CRWM
64
Castle Rock Wealth Management
California
$291K
TSW
65
Three Seasons Wealth
Utah
$287K
FA
66
Fermata Advisors
California
$273K
AWM
67
Accurate Wealth Management
Florida
$254K
SWA
68
Stratos Wealth Advisors
Ohio
$239K
SPC
69
Sigma Planning Corp
Michigan
$229K -$40.6K -1,500 -15%
CW
70
CreativeOne Wealth
Kansas
$223K -$6.45K -238 -3%
AWS
71
Atria Wealth Solutions
New York
$220K
TA
72
TKG Advisors
Indiana
$220K
UBS Group
73
UBS Group
Switzerland
$210K +$203K +7,490 +4,595%
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$200K +$198K +7,300 New
CIAS
75
Capital Investment Advisory Services
North Carolina
$192K