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UDEC

Innovator US Equity Ultra Buffer ETF December

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$642K +$655K +16,527 New
BCG
52
Bravias Capital Group
New Jersey
$622K -$12.3K -311 -2%
DWM
53
Diversify Wealth Management
Utah
$606K +$590K +14,900 New
NA
54
NewEdge Advisors
Louisiana
$582K -$86.9K -2,192 -13%
KPWS
55
Kestra Private Wealth Services
Texas
$559K -$341K -8,600 -37%
GSIAS
56
Garden State Investment Advisory Services
New Jersey
$556K -$3.57K -90 -0.6%
AWM
57
Axxcess Wealth Management
California
$547K – – –
QCM
58
Quantinno Capital Management
New York
$547K – – –
FLFS
59
Family Legacy Financial Solutions
North Carolina
$542K – – –
KWM
60
Kingsview Wealth Management
Oregon
$535K +$2.46K +62 +0.5%
AWA
61
Arkadios Wealth Advisors
Georgia
$526K +$53.8K +1,357 +11%
NAS
62
NWF Advisory Services
California
$524K – – –
PA
63
PFG Advisors
Arizona
$512K +$2.18K +55 +0.4%
AIC
64
Archer Investment Corporation
Indiana
$474K -$111K -2,811 -19%
RFW
65
Redwood Family Wealth
Texas
$469K -$93.9K -2,370 -16%
HI
66
Harbour Investments
Wisconsin
$426K +$85.5K +2,158 +25%
BTI
67
Blue Trust Inc
Georgia
$425K – – –
NFS
68
NewCorp Financial Services
Georgia
$415K -$117K -2,940 -22%
SAM
69
Summit Asset Management
Tennessee
$413K – – –
SPC
70
Sigma Planning Corp
Michigan
$388K -$65.2K -1,646 -14%
SWA
71
Stratos Wealth Advisors
Ohio
$388K – – –
WMA
72
William Mack & Associates
Michigan
$358K – – –
CAG
73
Compass Advisory Group
New York
$357K -$1.03K -26 -0.3%
SPIA
74
Steward Partners Investment Advisory
New York
$336K -$25K -632 -7%
CA
75
Clearstead Advisors
Ohio
$322K +$9.91K +250 +3%