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Innovator US Equity Ultra Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
W
51
Wealthquest
Ohio
$363K
SHIM
52
Stone House Investment Management
Pennsylvania
$362K +$360K +11,705 New
AWM
53
AE Wealth Management
Kansas
$340K +$339K +11,001 New
Citadel Advisors
54
Citadel Advisors
Florida
$329K +$328K +10,647 New
FWM
55
Frontier Wealth Management
Missouri
$326K +$328K +10,650 New
XF
56
XML Financial
Maryland
$312K
AW
57
ACG Wealth
Georgia
$309K +$308K +10,000 New
MFGM
58
Marshall Financial Group (Maryland)
Maryland
$297K +$295K +9,590 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$293K -$15.6K -506 -5%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$292K +$155K +5,050 +115%
USCWA
61
U.S. Capital Wealth Advisors
Texas
$292K +$291K +9,443 New
W
62
WorthPointe
California
$251K +$250K +8,113 New
CWM
63
CCG Wealth Management
California
$235K
BTWM
64
Baker Tilly Wealth Management
Wisconsin
$203K
AAP
65
Arax Advisory Partners
Colorado
$138K -$39.8K -1,292 -22%
BWM
66
Baystate Wealth Management
Massachusetts
$110K
WCAMG
67
Woodard & Company Asset Management Group
North Carolina
$93K +$92.3K +3,000 New
MCC
68
Money Concepts Capital
Florida
$92K +$91.8K +2,982 New
Morgan Stanley
69
Morgan Stanley
New York
$85K -$14.6K -475 -15%
JWBC
70
John W. Brooker & Co
California
$22K +$21.5K +700 New
CP
71
Castleview Partners
Texas
$7K -$691K -22,440 -99%
UBS Group
72
UBS Group
Switzerland
$7K +$6.53K +212 New
SCA
73
Snowden Capital Advisors
New York
-$104K -3,300 Closed
CWP
74
Concord Wealth Partners
Virginia
-$10K -314 Closed