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Innovator US Equity Ultra Buffer ETF August

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$71.5K – – –
GWM
77
Geneos Wealth Management
Colorado
$55.2K – – –
OCM
78
Orion Capital Management
California
$47.5K – – –
HI
79
Harbour Investments
Wisconsin
$46.1K -$3.01K -95 -6%
UBS Group
80
UBS Group
Switzerland
$39.8K +$38.6K +1,219 New
HFM
81
Hartford Financial Management
Connecticut
$36.9K -$101K -3,202 -74%
AWM
82
Atticus Wealth Management
Florida
$6.53K – – –
AAP
83
Arax Advisory Partners
Colorado
$3.92K – – –
CA
84
CoreCap Advisors
Michigan
$3.43K +$3.32K +105 New
FFA
85
Farther Finance Advisors
California
$880 +$854 +27 New
OLVIG
86
Oliver Lagore Vanvalin Investment Group
Michigan
$686 – – –
MOS
87
MGO One Seven
Ohio
– -$13.4M -436,428 Closed
PCS
88
Private Client Services
Kentucky
– -$7.4M -240,647 Closed
CFCI
89
Comprehensive Financial Consultants Institutional
Indiana
– -$2.52M -82,140 Closed
MWM
90
Maltin Wealth Management
New Jersey
– -$2.2M -71,483 Closed
FIA
91
Foundations Investment Advisors
Arizona
– -$1.14M -36,461 Closed
WA
92
Wealth Alliance
New York
– -$490K -15,924 Closed
RJFSA
93
Raymond James Financial Services Advisors
Florida
– -$474K -15,412 Closed
CAM
94
Cresset Asset Management
Illinois
– -$285K -9,286 Closed
SVWAG
95
Sound View Wealth Advisors Group
Georgia
– -$263K -8,546 Closed
SW
96
Schulz Wealth
Texas
– -$225K -7,315 Closed
ASN
97
Advisory Services Network
Georgia
– -$108K -3,519 Closed
Fidelity Investments
98
Fidelity Investments
Massachusetts
– -$23.1K -750 Closed