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UDEC

Innovator US Equity Ultra Buffer ETF December

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
MY Wealth Management
Maryland
$220K +$216K +5,272 New
GS
102
GWN Securities
Florida
$218K
AIC
103
Archer Investment Corporation
Indiana
$217K -$287K -7,000 -57%
Betterment LLC
104
Betterment LLC
New York
$205K +$201K +4,908 New
DFA
105
DHJJ Financial Advisors
Illinois
$205K
PWA
106
Physician Wealth Advisors
Utah
$190K
TCM
107
Triumph Capital Management
Colorado
$145K -$158K -3,869 -53%
Wells Fargo
108
Wells Fargo
California
$137K +$134K +3,282 New
JP Morgan Chase
109
JP Morgan Chase
New York
$110K +$108K +2,645 New
ACA
110
Aptus Capital Advisors
Alabama
$100K
NWMP
111
Noble Wealth Management PBC
Colorado
$83.4K
IA
112
IFP Advisors
Florida
$78.7K +$56.5K +1,378 +270%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$70.6K +$69.4K +1,695 New
Morgan Stanley
114
Morgan Stanley
New York
$64.5K +$19.3K +471 +44%
HIA
115
Harbor Investment Advisory
Maryland
$60.8K
HIA
116
Highland Investment Advisors
Florida
$55.3K +$54.3K +1,326 New
CAS
117
Coppell Advisory Solutions
Texas
$41.8K +$416K +10,143 New
RRMM
118
Regatta Research & Money Management
Louisiana
$23.2K +$22.8K +557 New
AssetMark Inc
119
AssetMark Inc
California
$18K
ATPW
120
Ashton Thomas Private Wealth
Arizona
$12.8K -$38.5K -941 -75%
EWA
121
EverSource Wealth Advisors
Alabama
$12.5K
CFM
122
Compass Financial Management
Florida
$5.13K +$5.04K +123 New
KFAS
123
Keating Financial Advisory Services
Kansas
$2.5K
Barclays
124
Barclays
United Kingdom
$42 +$41 +1 New
AWA
125
Arkadios Wealth Advisors
Georgia
-$526K -13,539 Closed