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Innovator US Equity Ultra Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Peak Wealth Management
New Hampshire
$204K +$201K +4,510 New
OCM
102
Orion Capital Management
California
$181K – – –
CA
103
CoreCap Advisors
Michigan
$173K +$40.2K +901 +31%
HI
104
Harbour Investments
Wisconsin
$136K – – –
PWA
105
Physician Wealth Advisors
Utah
$131K – – –
Morgan Stanley
106
Morgan Stanley
New York
$126K +$18.3K +411 +17%
AAP
107
Arax Advisory Partners
Colorado
$97.7K +$96.2K +2,156 New
FNWA
108
Financial Network Wealth Advisors
Utah
$83.1K -$32.2K -721 -28%
ATPW
109
Ashton Thomas Private Wealth
Arizona
$82K -$12.1K -272 -13%
KFAS
110
Keating Financial Advisory Services
Kansas
$80.2K – – –
IA
111
IFP Advisors
Florida
$74K +$56.3K +1,262 +341%
SPIA
112
Steward Partners Investment Advisory
New York
$50.9K -$14.9K -335 -23%
CAL
113
Capital Analysts LLC
Pennsylvania
$50K – – –
BIM
114
Bullseye Investment Management
Ohio
$49.9K +$49.1K +1,100 New
HIA
115
Highland Investment Advisors
Florida
$38.5K +$37.9K +850 New
GWM
116
Gilpin Wealth Management
Colorado
$22.7K – – –
ACA
117
Aptus Capital Advisors
Alabama
$13.6K – – –
WP
118
WealthShield Partners
North Carolina
$11.9K -$16.3K -366 -58%
UBS Group
119
UBS Group
Switzerland
$8.16K +$8.03K +180 New
NS
120
NBC Securities
Alabama
$7.53K – – –
AF
121
Advisornet Financial
Minnesota
$6.57K – – –
CFM
122
Compass Financial Management
Florida
$5.08K +$5K +112 New
AssetMark Inc
123
AssetMark Inc
California
$2.08K – – –
TC
124
Truvestments Capital
Florida
$1.22K – – –
FFA
125
Farther Finance Advisors
California
$680 +$669 +15 New