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Innovator US Equity Ultra Buffer ETF August

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$490K +$477K +13,984 New
KWM
52
Kingsview Wealth Management
Oregon
$480K +$22.2K +650 +5%
AWM
53
Accurate Wealth Management
Florida
$470K +$456K +13,377 New
AWA
54
Arete Wealth Advisors
Illinois
$421K -$79.9K -2,345 -16%
LWM
55
Lakeridge Wealth Management
Ohio
$397K -$46K -1,350 -11%
WFAG
56
Worth Financial Advisory Group
North Carolina
$394K +$383K +11,235 New
OMC
57
Old Mission Capital
Illinois
$394K -$350K -10,277 -48%
JP Morgan Chase
58
JP Morgan Chase
New York
$383K -$218K -6,388 -37%
SW
59
Simplicity Wealth
New Jersey
$358K
APW
60
Atlantic Private Wealth
North Carolina
$342K
CAM
61
Cresset Asset Management
Illinois
$325K
SFP
62
Sterling Financial Planning
New Jersey
$293K -$3.03K -89 -1%
AAS
63
Avantax Advisory Services
Texas
$283K +$67.5K +1,982 +33%
4WM
64
4J Wealth Management
Virginia
$278K
CWG
65
Cornerstone Wealth Group
North Carolina
$275K +$267K +7,840 New
KWA
66
Kellett Wealth Advisors
Ohio
$273K +$265K +7,787 New
AWS
67
Atria Wealth Solutions
New York
$239K +$2.56K +75 +1%
RGF
68
Retirement Guys Formula
Ohio
$234K -$13.3K -390 -6%
GS
69
GTS Securities
Florida
$230K +$224K +6,570 New
AF
70
Advisornet Financial
Minnesota
$212K
GFA
71
Gallagher Fiduciary Advisors
Illinois
$210K
Morgan Stanley
72
Morgan Stanley
New York
$201K
SWM
73
Sugarloaf Wealth Management
Georgia
$177K
FNWA
74
Financial Network Wealth Advisors
Utah
$121K
IA
75
IFP Advisors
Florida
$119K