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Innovator US Equity Ultra Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$311K
WMS
52
Wealth Management Solutions
Pennsylvania
$300K -$5.13K -168 -2%
MAM
53
Milestone Asset Management
Pennsylvania
$282K +$19.5K +637 +8%
BAM
54
Belpointe Asset Management
Nevada
$274K -$103K -3,381 -28%
DIM
55
Delta Investment Management
California
$274K +$269K +8,807 New
MSFS
56
Main Street Financial Solutions
Pennsylvania
$274K -$107K -3,500 -28%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$273K +$114K +3,730 +74%
Wolverine Trading
58
Wolverine Trading
Illinois
$264K +$261K +8,550 New
PFG
59
Prosperity Financial Group
California
$261K
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$241K +$237K +7,767 New
DFA
61
DHJJ Financial Advisors
Illinois
$224K
TCM
62
Triumph Capital Management
Colorado
$207K -$976K -31,952 -83%
VWA
63
Visionary Wealth Advisors
Illinois
$205K -$30.5K -1,000 -13%
Morgan Stanley
64
Morgan Stanley
New York
$137K
SS
65
Sunbelt Securities
Texas
$135K +$134K +4,380 New
AAP
66
Arax Advisory Partners
Colorado
$94.1K
SWM
67
Sugarloaf Wealth Management
Georgia
$52.9K
WIM
68
WealthPlan Investment Management
Nebraska
$50.7K +$49.8K +1,630 New
GTAM
69
Global Trust Asset Management
Florida
$40.4K +$39.7K +1,300 New
CAL
70
Capital Analysts LLC
Pennsylvania
$34K
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$31.1K +$30.5K +1,000 New
UBS Group
72
UBS Group
Switzerland
$24.9K -$132K -4,329 -84%
WP
73
WealthPLAN Partners
Nebraska
$21K +$20.6K +675 New
BWM
74
Baystate Wealth Management
Massachusetts
$12.6K
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$9.01K -$370K -12,124 -4%