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
SEP
51
Southland Equity Partners
Missouri
$656K -$25.8K -597 -4%
MWM
52
Maltin Wealth Management
New Jersey
$642K – – –
DI
53
Diligent Investors
California
$590K – – –
AFP
54
ATX Financial Planning
Texas
$549K – – –
Chicago Partners Investment Group
55
Chicago Partners Investment Group
Illinois
$541K +$49.7K +1,148 +10%
Arkadios Wealth Advisors
56
Arkadios Wealth Advisors
Georgia
$541K +$551K +12,733 New
Summit Financial
57
Summit Financial
New Jersey
$530K -$8.65K -200 -2%
TWM
58
Tradition Wealth Management
Minnesota
$512K +$231K +5,350 +80%
Valmark Advisers
59
Valmark Advisers
Ohio
$498K – – –
BWS
60
BFI Wealth Solutions
Texas
$496K – – –
RFG Advisory
61
RFG Advisory
Alabama
$474K -$8.05K -186 -2%
Atria Investments
62
Atria Investments
North Carolina
$456K +$20.6K +477 +5%
Advisory Services Network
63
Advisory Services Network
Georgia
$433K +$117K +2,700 +36%
BRPW
64
Ballast Rock Private Wealth
South Carolina
$420K +$205K +4,729 +92%
Benjamin Edwards Inc
65
Benjamin Edwards Inc
Missouri
$419K -$176K -4,056 -29%
Creative Planning
66
Creative Planning
Kansas
$415K +$422K +9,761 New
CA
67
Continuum Advisory
Idaho
$412K – – –
BFC
68
Bedel Financial Consulting
Indiana
$403K +$36.7K +848 +10%
Old Mission Capital
69
Old Mission Capital
Illinois
$382K -$547K -12,641 -58%
OCFG
70
O'Connor Financial Group
Illinois
$381K -$48K -1,109 -11%
SageView Advisory Group
71
SageView Advisory Group
California
$372K – – –
CB
72
Chris Bulman
California
$366K +$373K +8,614 New
XF
73
XML Financial
Maryland
$354K -$2.25K -52 -0.6%
Concurrent Investment Advisors
74
Concurrent Investment Advisors
Florida
$341K -$91.9K -2,123 -21%
EMAM
75
Encompass More Asset Management
California
$324K +$33.5K +774 +11%