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UDEC

Innovator US Equity Ultra Buffer ETF December

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
51
Money Concepts Capital
Florida
$350K
MW
52
MBL Wealth
North Carolina
$340K +$342K +9,699 New
CAG
53
Compass Advisory Group
New York
$327K
WMA
54
William Mack & Associates
Michigan
$324K +$326K +9,223 New
AIA
55
AssuredPartners Investment Advisors
Florida
$310K +$312K +8,824 New
AFP
56
Ausdal Financial Partners
Iowa
$303K -$9.04K -256 -3%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$300K +$100K +2,835 +50%
WA
58
Wealth Alliance
New York
$276K
FA
59
FC Advisory
Pennsylvania
$276K
Cerity Partners
60
Cerity Partners
New York
$263K
MOS
61
MGO One Seven
Ohio
$247K -$3.24M -91,876 -93%
CA
62
CoreCap Advisors
Michigan
$244K +$246K +6,956 New
W
63
WorthPointe
California
$238K +$240K +6,789 New
AWM
64
Accurate Wealth Management
Florida
$236K +$238K +6,733 New
CWG
65
Cornerstone Wealth Group
North Carolina
$235K +$236K +6,687 New
FIA
66
Foundations Investment Advisors
Arizona
$223K +$225K +6,367 New
NA
67
Novus Advisors
South Carolina
$221K +$223K +6,310 New
CW
68
CreativeOne Wealth
Kansas
$205K +$206K +5,830 New
UBS Group
69
UBS Group
Switzerland
$172K +$171K +4,856 +11,036%
AWM
70
Atticus Wealth Management
Florida
$155K
SWM
71
Sugarloaf Wealth Management
Georgia
$154K +$19.4K +550 +14%
AIC
72
Archer Investment Corporation
Indiana
$139K
IA
73
IFP Advisors
Florida
$73.8K +$14.1K +400 +23%
DFA
74
DHJJ Financial Advisors
Illinois
$19.3K -$14.5K -410 -43%
JP Morgan Chase
75
JP Morgan Chase
New York
$16.2K