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Innovator US Equity Ultra Buffer ETF January

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$64.6M +$61.8M +1,428,954 +1,574%
TPW
2
Talon Private Wealth
Florida
$35.9M +$36.6M +845,012 New
SA
3
Sonoma Allocations
California
$17.5M +$920K +21,268 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.61M +$6.45M +149,049 +279%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.05M +$383K +8,862 +5%
CDWM
6
Campbell Deegan Wealth Management
Virginia
$6.4M +$2.99M +69,108 +85%
PCA
7
Prosperity Capital Advisors
Ohio
$6.04M +$330K +7,637 +6%
VWM
8
VanWeelden Wealth Management
Ohio
$5.75M +$5.85M +135,247 New
Osaic Holdings
9
Osaic Holdings
Arizona
$5.1M +$799K +18,457 +18%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$4.85M +$48.3K +1,116 +1%
SB
11
Strategic Blueprint
Georgia
$4.67M +$55.3K +1,279 +1%
Truist Financial
12
Truist Financial
North Carolina
$3.79M -$9.99K -231 -0.3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.79M +$725K +16,766 +23%
CA
14
Clearstead Advisors
Ohio
$3.39M -$172K -3,980 -5%
BMM
15
Berkshire Money Management
Massachusetts
$3.39M
SWM
16
Spire Wealth Management
Virginia
$3.28M +$1.6M +37,047 +93%
PWA
17
Prairie Wealth Advisors
Nebraska
$2.77M
LPL Financial
18
LPL Financial
California
$2.75M -$368K -8,514 -12%
Raymond James Financial
19
Raymond James Financial
Florida
$2.45M -$70.4K -1,628 -3%
KAS
20
Kestra Advisory Services
Texas
$2.43M +$155K +3,587 +7%
LF
21
Lantz Financial
Illinois
$2.35M -$25.7K -595 -1%
BW
22
BXM Wealth
Colorado
$2.35M +$2.39M +55,195 New
BCI
23
Brinker Capital Investments
Pennsylvania
$2.29M +$166K +3,840 +8%
FIA
24
Foundations Investment Advisors
Arizona
$2.13M +$203K +4,696 +10%
IWM
25
IMG Wealth Management
Florida
$2.11M -$49.6K -1,147 -2%