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Innovator US Equity Ultra Buffer ETF August

Name Holding Trade Value Shares
Change
Change in
Stake
DI
51
Diligent Investors
California
$504K +$482K +16,400 New
MML Investors Services
52
MML Investors Services
Massachusetts
$500K +$479K +16,277 New
WA
53
Wealth Alliance
New York
$490K +$53.8K +1,828 +13%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$474K -$372K -12,634 -45%
SPC
55
Sigma Planning Corp
Michigan
$464K -$620K -21,075 -58%
CA
56
Claro Advisors
Massachusetts
$461K +$27.9K +950 +7%
DIA
57
Dana Investment Advisors
Wisconsin
$391K -$109K -3,691 -22%
LWM
58
Lakeridge Wealth Management
Ohio
$390K +$373K +12,676 New
Morgan Stanley
59
Morgan Stanley
New York
$354K +$169K +5,750 +100%
LPL Financial
60
LPL Financial
California
$347K +$332K +11,281 New
SS
61
Simplicity Solutions
Minnesota
$314K
OPA
62
Old Port Advisors
Maine
$313K +$300K +10,190 New
APW
63
Atlantic Private Wealth
North Carolina
$300K +$254K +8,650 +769%
CAM
64
Cresset Asset Management
Illinois
$285K
Truist Financial
65
Truist Financial
North Carolina
$269K +$257K +8,744 New
BWM
66
BCS Wealth Management
Tennessee
$263K
SVWAG
67
Sound View Wealth Advisors Group
Georgia
$263K
SFP
68
Sterling Financial Planning
New Jersey
$260K +$248K +8,446 New
4WM
69
4J Wealth Management
Virginia
$254K +$243K +8,250 New
Jane Street
70
Jane Street
New York
$244K +$233K +7,929 New
SW
71
Schulz Wealth
Texas
$225K +$215K +7,315 New
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$220K +$210K +7,142 New
BWM
73
Brown Wealth Management
Illinois
$217K +$207K +7,043 New
DFA
74
DHJJ Financial Advisors
Illinois
$208K -$1.71K -58 -0.9%
AF
75
Advisornet Financial
Minnesota
$186K +$178K +6,053 New