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Innovator US Equity Ultra Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
XF
51
XML Financial
Maryland
$313K – – –
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$311K – – –
WMS
53
Wealth Management Solutions
Pennsylvania
$300K -$5.13K -168 -2%
MAM
54
Milestone Asset Management
Pennsylvania
$282K +$19.5K +637 +8%
BAM
55
Belpointe Asset Management
Nevada
$274K -$103K -3,381 -28%
DIM
56
Delta Investment Management
California
$274K +$269K +8,807 New
MSFS
57
Main Street Financial Solutions
Pennsylvania
$274K -$107K -3,500 -28%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$273K +$114K +3,730 +74%
Wolverine Trading
59
Wolverine Trading
Illinois
$264K +$261K +8,550 New
PFG
60
Prosperity Financial Group
California
$261K – – –
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$241K +$237K +7,767 New
DFA
62
DHJJ Financial Advisors
Illinois
$224K – – –
TCM
63
Triumph Capital Management
Colorado
$207K -$976K -31,952 -83%
VWA
64
Visionary Wealth Advisors
Illinois
$205K -$30.5K -1,000 -13%
Morgan Stanley
65
Morgan Stanley
New York
$137K – – –
SS
66
Sunbelt Securities
Texas
$135K +$134K +4,380 New
AAP
67
Arax Advisory Partners
Colorado
$94.1K – – –
SWM
68
Sugarloaf Wealth Management
Georgia
$52.9K – – –
WIM
69
WealthPlan Investment Management
Nebraska
$50.7K +$49.8K +1,630 New
GTAM
70
Global Trust Asset Management
Florida
$40.4K +$39.7K +1,300 New
CAL
71
Capital Analysts LLC
Pennsylvania
$34K – – –
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$31.1K +$30.5K +1,000 New
UBS Group
73
UBS Group
Switzerland
$24.9K -$132K -4,329 -84%
WP
74
WealthPLAN Partners
Nebraska
$21K +$20.6K +675 New
BWM
75
Baystate Wealth Management
Massachusetts
$12.6K – – –