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Innovator US Equity Ultra Buffer ETF August

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
26
SageView Advisory Group
California
$293K – – –
SVWAG
27
Sound View Wealth Advisors Group
Georgia
$252K +$21K +788 +9%
CAM
28
Cresset Asset Management
Illinois
$251K – – –
SHIM
29
Stone House Investment Management
Pennsylvania
$240K -$158K -5,929 -40%
DFA
30
DHJJ Financial Advisors
Illinois
$222K -$2.66K -100 -1%
KAS
31
Kestra Advisory Services
Texas
$218K – – –
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$201K +$198K +7,429 New
Morgan Stanley
33
Morgan Stanley
New York
$156K – – –
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$108K – – –
ASN
35
Advisory Services Network
Georgia
$95.2K – – –
SWM
36
Spire Wealth Management
Virginia
$63.9K -$515K -19,329 -89%
UBS Group
37
UBS Group
Switzerland
$49.5K +$35.1K +1,319 +259%
IA
38
IFP Advisors
Florida
$46.4K -$185K -6,951 -79%
HI
39
Harbour Investments
Wisconsin
$40.7K – – –
AWM
40
Atticus Wealth Management
Florida
$5.41K – – –
BAM
41
Belpointe Asset Management
Nevada
$4.79K +$160 +6 +4%
KHC
42
Koesten Hirschmann & Crabtree
Kansas
$4.36K +$4.29K +161 New
AAP
43
Arax Advisory Partners
Colorado
$3.25K -$28K -1,053 -90%
WP
44
WealthPLAN Partners
Nebraska
$2.41K +$2.37K +89 New
RWPA
45
Richard W. Paul & Associates
Michigan
$838 -$107 -4 -11%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$608K -23,284 Closed
MCC
47
Money Concepts Capital
Florida
– -$258K -9,877 Closed
OMC
48
Old Mission Capital
Illinois
– -$236K -9,029 Closed
Wolverine Trading
49
Wolverine Trading
Illinois
– -$219K -8,376 Closed
Citadel Advisors
50
Citadel Advisors
Florida
– -$218K -8,330 Closed