We are live on ! Find out more
UDEC

Innovator US Equity Ultra Buffer ETF December

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Fermata Advisors
California
$6.21M +$6.31M +226,241 New
NA
2
NewEdge Advisors
Louisiana
$5.43M +$5.52M +197,783 New
Osaic Holdings
3
Osaic Holdings
Arizona
$5.35M +$2.03M +72,725 +59%
BCM
4
Brookstone Capital Management
Illinois
$4.47M +$4.51M +161,733 New
KWM
5
Kingsview Wealth Management
Oregon
$3.3M +$415K +14,889 +14%
MAM
6
Milestone Asset Management
Pennsylvania
$3.22M +$3.2M +114,582 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.48M +$1.09M +39,214 +77%
CRWM
8
Castle Rock Wealth Management
California
$1.69M +$422K +15,125 +34%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.58M +$227K +8,128 +16%
PCA
10
Prosperity Capital Advisors
Ohio
$1.53M +$1.56M +55,836 New
KWM
11
KFG Wealth Management
Indiana
$1.31M +$1.34M +47,883 New
AIC
12
Archer Investment Corporation
Indiana
$1.26M +$72.3K +2,594 +6%
Truist Financial
13
Truist Financial
North Carolina
$1.22M +$958K +34,349 +337%
SB
14
Strategic Blueprint
Georgia
$1.08M -$197K -7,062 -15%
AWA
15
Arete Wealth Advisors
Illinois
$874K -$97.5K -3,496 -10%
HighTower Advisors
16
HighTower Advisors
Illinois
$827K +$841K +30,169 New
IA
17
IFP Advisors
Florida
$803K
CAG
18
Compass Advisory Group
New York
$715K
TWM
19
Tradition Wealth Management
Minnesota
$704K +$71.5K +2,565 +11%
OWA
20
Octavia Wealth Advisors
Ohio
$700K +$497K +17,831 +232%
AWM
21
Atticus Wealth Management
Florida
$644K +$654K +23,461 New
WFAG
22
Worth Financial Advisory Group
North Carolina
$594K +$604K +21,660 New
MML Investors Services
23
MML Investors Services
Massachusetts
$579K +$588K +21,091 New
SWM
24
Spire Wealth Management
Virginia
$567K -$569K -20,423 -50%
CWS
25
Cypress Wealth Services
California
$503K +$511K +18,335 New