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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

Name Holding Trade Value Shares
Change
Change in
Stake
RRA
76
Red Reef Advisors
Florida
$112K +$112K +3,788 New
LAS
77
Lloyd Advisory Services
Georgia
$110K +$109K +3,702 New
CA
78
CoreCap Advisors
Michigan
$98.8K – – –
KFAS
79
Keating Financial Advisory Services
Kansas
$79.7K +$79.3K +2,694 New
Barclays
80
Barclays
United Kingdom
$67.1K +$66.8K +2,268 New
CI
81
CX Institutional
Indiana
$60K +$59.7K +2,028 New
SAG
82
SageView Advisory Group
California
$58.4K +$58.1K +1,975 New
Morgan Stanley
83
Morgan Stanley
New York
$48.6K – – –
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$20K -$9.92K -337 -34%
IAIM
85
International Assets Investment Management
Florida
$17.6K +$17.5K +594 New
CAL
86
Capital Analysts LLC
Pennsylvania
$15K – – –
PA
87
Parallel Advisors
California
$14.8K – – –
NA
88
Networth Advisors
Pennsylvania
$14.7K +$14.6K +496 New
NWMP
89
Noble Wealth Management PBC
Colorado
$12.6K -$37.5K -1,275 -75%
PWPS
90
Pinnacle Wealth Planning Services
Ohio
$4.62K +$4.59K +156 New
GRP
91
Global Retirement Partners
California
$2.96K – – –
TCM
92
Triumph Capital Management
Colorado
$1.18K -$262K -8,888 -100%
AssetMark Inc
93
AssetMark Inc
California
$1.12K – – –
LSPW
94
Lake Street Private Wealth
Illinois
– -$700K -23,900 Closed
OMC
95
Old Mission Capital
Illinois
– -$399K -13,631 Closed
SB
96
Strategic Blueprint
Georgia
– -$240K -8,200 Closed
PFA
97
Plotkin Financial Advisors
Maryland
– -$228K -7,801 Closed
UBS Group
98
UBS Group
Switzerland
– -$51.3K -1,751 Closed
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
– -$43.9K -1,500 Closed
PS
100
Principal Securities
Iowa
– -$13K -445 Closed