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Innovator US Equity Ultra Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
TF
51
Trek Financial
Arizona
$306K
AAS
52
Avantax Advisory Services
Texas
$299K -$2.54K -70 -0.9%
Jane Street
53
Jane Street
New York
$298K -$607K -16,724 -68%
SPIA
54
Steward Partners Investment Advisory
New York
$296K -$28.9K -796 -9%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$293K +$75.7K +2,087 +36%
WFPG
56
Waller Financial Planning Group
Ohio
$282K +$276K +7,608 New
MSFS
57
Main Street Financial Solutions
Pennsylvania
$271K -$54.4K -1,500 -17%
AWS
58
Atria Wealth Solutions
New York
$256K
CA
59
CoreCap Advisors
Michigan
$249K +$33.1K +912 +16%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$239K +$40.6K +1,119 +21%
DFA
61
DHJJ Financial Advisors
Illinois
$232K
MAM
62
Milestone Asset Management
Pennsylvania
$226K
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$223K +$180K +4,950 +462%
KWM
64
Kingsview Wealth Management
Oregon
$216K -$101K -2,779 -32%
VBFP
65
Valtinson Bruner Financial Planning
Minnesota
$211K
VWA
66
Visionary Wealth Advisors
Illinois
$208K
OCM
67
Orion Capital Management
California
$192K
IA
68
IFP Advisors
Florida
$154K -$314K -8,649 -68%
CB
69
Chris Bulman
California
$117K +$114K +3,154 New
SS
70
Sunbelt Securities
Texas
$91.8K -$5.08K -140 -5%
PS
71
Principal Securities
Iowa
$90.6K
JP Morgan Chase
72
JP Morgan Chase
New York
$84.1K +$59.8K +1,649 +268%
Morgan Stanley
73
Morgan Stanley
New York
$80.7K
SWM
74
Sugarloaf Wealth Management
Georgia
$63.1K
TWP
75
Triad Wealth Partners
Kansas
$55.7K +$54.5K +1,502 New