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Innovator US Equity Ultra Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
W
76
WorthPointe
California
$236K
WMS
77
Wealth Management Solutions
Pennsylvania
$234K -$221K -7,417 -48%
CWM
78
CCG Wealth Management
California
$221K
TF
79
Trek Financial
Arizona
$206K -$1.04M -34,821 -83%
JWBC
80
John W. Brooker & Co
California
$169K +$152K +5,100 +729%
CP
81
Castleview Partners
Texas
$149K +$156K +5,228 +2,178%
MCC
82
Money Concepts Capital
Florida
$121K +$34.4K +1,153 +39%
BWM
83
Baystate Wealth Management
Massachusetts
$103K
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$103K +$105K +3,536 New
AAP
85
Arax Advisory Partners
Colorado
$88K -$42.4K -1,423 -32%
Morgan Stanley
86
Morgan Stanley
New York
$80K
CCM
87
Covington Capital Management
California
$58K +$59.6K +2,000 New
UBS Group
88
UBS Group
Switzerland
$50K +$45K +1,509 +712%
CAL
89
Capital Analysts LLC
Pennsylvania
$32K +$32.6K +1,095 New
WCAMG
90
Woodard & Company Asset Management Group
North Carolina
$29K -$59.6K -2,000 -67%
BA
91
Bellwether Advisors
Nebraska
$11K +$11.4K +381 New
HCM
92
Hudson Capital Management
New Jersey
-$5.53M -178,823 Closed
VBFP
93
Valtinson Bruner Financial Planning
Minnesota
-$808K -26,498 Closed
KCM
94
Kathmere Capital Management
Pennsylvania
-$524K -16,924 Closed
IIA
95
Integral Investment Advisors
California
-$424K -13,704 Closed
USCWA
96
U.S. Capital Wealth Advisors
Texas
-$292K -9,443 Closed
BTWM
97
Baker Tilly Wealth Management
Wisconsin
-$203K -6,570 Closed