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Innovator US Equity Ultra Buffer ETF January
UJAN
UJAN
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
1
Maltin Wealth Management
Ridgewood,
New Jersey
| $17.9M | +$17.8M | +641,909 | New |
|
|
VBFP
2
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $2.13M | +$122K | +4,411 | +6% |
|
3
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2.12M | – | – | – |
|
|
DP
4
Denver PWM
Denver,
Colorado
| $1.97M | +$641K | +23,145 | +49% |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $1.57M | +$460K | +16,600 | +42% |
|
|
CAN
6
Cetera Advisor Networks
El Segundo,
California
| $975K | +$969K | +35,009 | New |
|
|
PAG
7
Private Advisory Group
Redmond,
Washington
| $385K | -$48.1K | -1,736 | -11% |
|
8
Citadel Advisors
Miami,
Florida
| $313K | -$123K | -4,436 | -28% |
|
|
BFC
9
Bedel Financial Consulting
Indianapolis,
Indiana
| $255K | – | – | – |
|
10
Jane Street
New York
| – | -$729K | -26,616 | Closed |
|
|
SMFS
11
Squar Milner Financial Services
Irvine,
California
| – | -$282K | -9,870 | Closed |
|