We are live on ! Find out more
UAUG icon

Innovator US Equity Ultra Buffer ETF August

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Accurate Wealth Management
Florida
$370K +$79.9K +2,077 +28%
BWM
52
Buska Wealth Management
Wisconsin
$366K -$88.5K -2,302 -20%
CAM
53
Cresset Asset Management
Illinois
$365K
DIA
54
Dana Investment Advisors
Wisconsin
$349K -$12.5K -324 -4%
AIA
55
AssuredPartners Investment Advisors
Florida
$338K +$331K +8,603 New
ASN
56
Advisory Services Network
Georgia
$335K
TF
57
Trek Financial
Arizona
$316K +$26.7K +695 +9%
IAS
58
Integrity Advisory Solutions
Texas
$312K +$305K +7,926 New
M1FG
59
Mach-1 Financial Group
Arkansas
$312K +$305K +7,926 New
SFP
60
Sterling Financial Planning
New Jersey
$311K -$7.3K -190 -2%
MG
61
Mather Group
Illinois
$300K
EWM
62
Evolution Wealth Management
Florida
$283K +$277K +7,192 New
BA
63
Bluesphere Advisors
Pennsylvania
$279K +$273K +7,108 New
AWM
64
Alterna Wealth Management
Texas
$276K +$270K +7,021 New
CIA
65
Concurrent Investment Advisors
Florida
$276K +$270K +7,010 New
WTFG
66
Wood Tarver Financial Group
Idaho
$272K +$69.2K +1,799 +35%
4WM
67
4J Wealth Management
Virginia
$269K
FFA
68
Farther Finance Advisors
California
$269K +$149K +3,868 +130%
IWM
69
IMG Wealth Management
Florida
$260K +$43.2K +1,123 +20%
KWM
70
Kingsview Wealth Management
Oregon
$252K -$244K -6,353 -50%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$251K -$50.9K -1,325 -17%
BPA
72
Beacon Pointe Advisors
California
$236K +$231K +6,011 New
GFA
73
Gallagher Fiduciary Advisors
Illinois
$236K
CB
74
Chris Bulman
California
$235K +$230K +5,989 New
CFCI
75
Comprehensive Financial Consultants Institutional
Indiana
$222K +$217K +5,648 New