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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
HIA
107
Harbor Investment Advisory
Maryland
$56.6K
ATPW
108
Ashton Thomas Private Wealth
Arizona
$48.4K +$49.4K +1,247 New
Morgan Stanley
109
Morgan Stanley
New York
$41.8K
IA
110
IFP Advisors
Florida
$19.8K
AssetMark Inc
111
AssetMark Inc
California
$16.7K +$2.02K +51 +13%
EWA
112
EverSource Wealth Advisors
Alabama
$11.7K
KFAS
113
Keating Financial Advisory Services
Kansas
$2.33K
IAS
114
Integrity Advisory Solutions
Texas
-$3.89M -98,236 Closed
Jane Street
115
Jane Street
New York
-$1.64M -41,275 Closed
DAS
116
Diversify Advisory Services
Utah
-$663K -16,600 Closed
AFGAS
117
Allegiance Financial Group Advisory Services
Virginia
-$515K -12,988 Closed
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
-$517K -12,962 Closed
CAS
119
Coppell Advisory Solutions
Texas
-$492K -12,367 Closed
MW
120
Maia Wealth
Colorado
-$261K -6,583 Closed
MWM
121
MY Wealth Management
Maryland
-$209K -5,282 Closed
RAS
122
RPS Advisory Solutions
Kentucky
-$208K -5,256 Closed
SW
123
Simplicity Wealth
New Jersey
-$204K -5,149 Closed
JWM
124
Jessup Wealth Management
Ohio
-$98.3K -2,479 Closed
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
-$6.94K -175 Closed