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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
$326K -$44.7K -1,193 -12%
TF
52
Trek Financial
Arizona
$301K -$12K -320 -4%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$298K – – –
Avantax Advisory Services
54
Avantax Advisory Services
Texas
$294K -$12K -320 -4%
Atria Wealth Solutions
55
Atria Wealth Solutions
New York
$262K – – –
CVA
56
Central Valley Advisors
California
$246K +$242K +6,467 New
DFA
57
DHJJ Financial Advisors
Illinois
$238K – – –
VBFP
58
Valtinson Bruner Financial Planning
Minnesota
$217K – – –
VWA
59
Visionary Wealth Advisors
Illinois
$213K – – –
Morgan Stanley
60
Morgan Stanley
New York
$140K +$56.2K +1,500 +69%
Steward Partners Investment Advisory
61
Steward Partners Investment Advisory
New York
$99.6K -$201K -5,354 -67%
SS
62
Sunbelt Securities
Texas
$94.2K – – –
Principal Securities
63
Principal Securities
Iowa
$92.9K – – –
UBS Group
64
UBS Group
Switzerland
$84.1K +$60.8K +1,624 +277%
SWM
65
Sugarloaf Wealth Management
Georgia
$64.7K – – –
AIC
66
Archer Investment Corporation
Indiana
$61.7K -$1.95M -52,051 -97%
FNWA
67
Financial Network Wealth Advisors
Utah
$49.7K – – –
Capital Analysts LLC
68
Capital Analysts LLC
Pennsylvania
$42K – – –
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$38K – – –
JP Morgan Chase
70
JP Morgan Chase
New York
$36.2K -$49.2K -1,313 -58%
Arax Advisory Partners
71
Arax Advisory Partners
Colorado
$31K – – –
Wells Fargo
72
Wells Fargo
California
$29.6K +$29.2K +779 New
IFP Advisors
73
IFP Advisors
Florida
$15.6K -$140K -3,727 -90%
CFGS
74
Concourse Financial Group Securities
Alabama
$14.2K +$13.9K +372 New
WP
75
WealthShield Partners
North Carolina
$10K – – –