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UDEC

Innovator US Equity Ultra Buffer ETF December

Name Holding Trade Value Shares
Change
Change in
Stake
GS
101
GWN Securities
Florida
$203K – – –
DFA
102
DHJJ Financial Advisors
Illinois
$191K +$4.48K +113 +2%
PWA
103
Physician Wealth Advisors
Utah
$177K – – –
ACA
104
Aptus Capital Advisors
Alabama
$93.2K – – –
GWANC
105
Guardian Wealth Advisors (North Carolina)
North Carolina
$93.2K +$95.1K +2,400 New
NWMP
106
Noble Wealth Management PBC
Colorado
$77.7K – – –
BIM
107
Bullseye Investment Management
Ohio
$62.1K – – –
HIA
108
Harbor Investment Advisory
Maryland
$56.6K – – –
ATPW
109
Ashton Thomas Private Wealth
Arizona
$48.4K +$49.4K +1,247 New
Morgan Stanley
110
Morgan Stanley
New York
$41.8K – – –
IA
111
IFP Advisors
Florida
$19.8K – – –
AssetMark Inc
112
AssetMark Inc
California
$16.7K +$2.02K +51 +13%
EWA
113
EverSource Wealth Advisors
Alabama
$11.7K – – –
KFAS
114
Keating Financial Advisory Services
Kansas
$2.33K – – –
IAS
115
Integrity Advisory Solutions
Texas
– -$3.89M -98,236 Closed
Jane Street
116
Jane Street
New York
– -$1.64M -41,275 Closed
DAS
117
Diversify Advisory Services
Utah
– -$663K -16,600 Closed
AFGAS
118
Allegiance Financial Group Advisory Services
Virginia
– -$515K -12,988 Closed
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
– -$517K -12,962 Closed
CAS
120
Coppell Advisory Solutions
Texas
– -$492K -12,367 Closed
MW
121
Maia Wealth
Colorado
– -$261K -6,583 Closed
MWM
122
MY Wealth Management
Maryland
– -$209K -5,282 Closed
RAS
123
RPS Advisory Solutions
Kentucky
– -$208K -5,256 Closed
SW
124
Simplicity Wealth
New Jersey
– -$204K -5,149 Closed
JWM
125
Jessup Wealth Management
Ohio
– -$98.3K -2,479 Closed