We are live on ! Find out more
UJAN icon

Innovator US Equity Ultra Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
HHWM
51
Hiley Hunt Wealth Management
Nebraska
$555K
SF
52
Summit Financial
New Jersey
$548K +$23.2K +546 +5%
VA
53
Valmark Advisers
Ohio
$507K
BWS
54
BFI Wealth Solutions
Texas
$502K +$494K +11,600 New
RA
55
RFG Advisory
Alabama
$491K +$5.66K +133 +1%
CPIG
56
Chicago Partners Investment Group
Illinois
$482K
AI
57
Atria Investments
North Carolina
$444K +$23.5K +553 +6%
CIA
58
Concurrent Investment Advisors
Florida
$439K +$174K +4,084 +67%
OCFG
59
O'Connor Financial Group
Illinois
$439K +$429K +10,082 New
CA
60
Continuum Advisory
Idaho
$420K
RWM
61
RMG Wealth Management
Wisconsin
$380K +$670K +15,732 New
SAG
62
SageView Advisory Group
California
$379K
BFC
63
Bedel Financial Consulting
Indiana
$373K
XF
64
XML Financial
Maryland
$363K
ASN
65
Advisory Services Network
Georgia
$324K +$46.8K +1,100 +17%
HI
66
Harbour Investments
Wisconsin
$300K -$56K -1,315 -16%
EMAM
67
Encompass More Asset Management
California
$296K +$47.3K +1,110 +19%
TWM
68
Tradition Wealth Management
Minnesota
$290K
SWP
69
Sagespring Wealth Partners
Tennessee
$289K
XPN
70
XY Planning Network
Montana
$275K +$50.9K +1,196 +23%
SAI
71
Savvy Advisors Inc
New York
$250K +$246K +5,776 New
VWA
72
Visionary Wealth Advisors
Illinois
$241K -$1.28K -30 -0.5%
LWM
73
Lakeridge Wealth Management
Ohio
$239K
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$230K
W
75
WorthPointe
California
$225K