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
MWM
51
Maltin Wealth Management
New Jersey
$642K
DI
52
Diligent Investors
California
$590K
AFP
53
ATX Financial Planning
Texas
$549K
CPIG
54
Chicago Partners Investment Group
Illinois
$541K +$49.7K +1,148 +10%
AWA
55
Arkadios Wealth Advisors
Georgia
$541K +$551K +12,733 New
SF
56
Summit Financial
New Jersey
$530K -$8.65K -200 -2%
TWM
57
Tradition Wealth Management
Minnesota
$512K +$231K +5,350 +80%
VA
58
Valmark Advisers
Ohio
$498K
BWS
59
BFI Wealth Solutions
Texas
$496K
RA
60
RFG Advisory
Alabama
$474K -$8.05K -186 -2%
AI
61
Atria Investments
North Carolina
$456K +$20.6K +477 +5%
ASN
62
Advisory Services Network
Georgia
$433K +$117K +2,700 +36%
BRPW
63
Ballast Rock Private Wealth
South Carolina
$420K +$205K +4,729 +92%
BEI
64
Benjamin Edwards Inc
Missouri
$419K -$176K -4,056 -29%
Creative Planning
65
Creative Planning
Kansas
$415K +$422K +9,761 New
CA
66
Continuum Advisory
Idaho
$412K
BFC
67
Bedel Financial Consulting
Indiana
$403K +$36.7K +848 +10%
OMC
68
Old Mission Capital
Illinois
$382K -$547K -12,641 -58%
OCFG
69
O'Connor Financial Group
Illinois
$381K -$48K -1,109 -11%
SAG
70
SageView Advisory Group
California
$372K
CB
71
Chris Bulman
California
$366K +$373K +8,614 New
XF
72
XML Financial
Maryland
$354K -$2.25K -52 -0.6%
CIA
73
Concurrent Investment Advisors
Florida
$341K -$91.9K -2,123 -21%
EMAM
74
Encompass More Asset Management
California
$324K +$33.5K +774 +11%
OAM
75
Occidental Asset Management
California
$316K +$322K +7,439 New