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UDEC

Innovator US Equity Ultra Buffer ETF December

Name Holding Trade Value Shares
Change
Change in
Stake
RFW
51
Redwood Family Wealth
Texas
$573K +$563K +14,447 New
GSIAS
52
Garden State Investment Advisory Services
New Jersey
$571K -$7.8K -200 -1%
AWM
53
Axxcess Wealth Management
California
$558K
QCM
54
Quantinno Capital Management
New York
$558K
FLFS
55
Family Legacy Financial Solutions
North Carolina
$551K -$6.13M -157,180 -92%
KWM
56
Kingsview Wealth Management
Oregon
$544K -$787K -20,188 -60%
NFS
57
NewCorp Financial Services
Georgia
$540K +$531K +13,619 New
NAS
58
NWF Advisory Services
California
$535K
PA
59
PFG Advisors
Arizona
$520K +$512K +13,122 New
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$517K
AFPL
61
Advus Financial Partners, LLC
Florida
$517K +$508K +13,030 New
AFGAS
62
Allegiance Financial Group Advisory Services
Virginia
$515K -$90.1K -2,310 -15%
MCC
63
Money Concepts Capital
Florida
$495K +$99.4K +2,550 +26%
CAS
64
Coppell Advisory Solutions
Texas
$492K -$61.4K -1,575 -11%
AWA
65
Arkadios Wealth Advisors
Georgia
$483K +$475K +12,182 New
SPC
66
Sigma Planning Corp
Michigan
$462K -$1.19M -30,452 -72%
SA
67
Sovran Advisors
California
$445K -$7.92K -203 -2%
TCM
68
Triumph Capital Management
Colorado
$441K -$4.19M -107,538 -91%
BTI
69
Blue Trust Inc
Georgia
$434K
SAM
70
Summit Asset Management
Tennessee
$421K
SWA
71
Stratos Wealth Advisors
Ohio
$396K
SPIA
72
Steward Partners Investment Advisory
New York
$368K
CAG
73
Compass Advisory Group
New York
$366K
WMA
74
William Mack & Associates
Michigan
$366K
WTFG
75
Wood Tarver Financial Group
Idaho
$359K -$1.29K -33 -0.4%