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UDEC

Innovator US Equity Ultra Buffer ETF December

Name Holding Trade Value Shares
Change
Change in
Stake
BCG
51
Bravias Capital Group
New Jersey
$668K – – –
DWM
52
Diversify Wealth Management
Utah
$622K – – –
DAS
53
Diversify Advisory Services
Utah
$622K +$610K +14,900 New
NA
54
NewEdge Advisors
Louisiana
$617K -$7.25K -177 -1%
GSIAS
55
Garden State Investment Advisory Services
New Jersey
$591K -$5.12K -125 -0.9%
AWM
56
Axxcess Wealth Management
California
$587K – – –
QCM
57
Quantinno Capital Management
New York
$587K – – –
KWM
58
Kingsview Wealth Management
Oregon
$575K +$778 +19 +0.1%
AFP
59
Advus Financial Partners
Florida
$545K +$536K +13,085 New
PA
60
PFG Advisors
Arizona
$539K -$10.4K -255 -2%
NAS
61
NWF Advisory Services
California
$531K -$31.7K -775 -6%
Creative Planning
62
Creative Planning
Kansas
$505K -$180K -4,402 -27%
HF
63
HRT Financial
New York
$505K +$497K +12,135 New
Cerity Partners
64
Cerity Partners
New York
$504K +$188K +4,578 +61%
SAG
65
SageView Advisory Group
California
$474K -$211K -5,156 -31%
FLFS
66
Family Legacy Financial Solutions
North Carolina
$463K -$115K -2,800 -20%
BTI
67
Blue Trust Inc
Georgia
$456K – – –
NFS
68
NewCorp Financial Services
Georgia
$445K – – –
HI
69
Harbour Investments
Wisconsin
$441K -$15K -367 -3%
SPC
70
Sigma Planning Corp
Michigan
$417K – – –
SWA
71
Stratos Wealth Advisors
Ohio
$417K – – –
SAM
72
Summit Asset Management
Tennessee
$399K -$43.2K -1,055 -10%
RFW
73
Redwood Family Wealth
Texas
$386K -$115K -2,813 -23%
WMA
74
William Mack & Associates
Michigan
$384K – – –
CAG
75
Compass Advisory Group
New York
$383K – – –