We are live on ! Find out more
UJUL icon

Innovator US Equity Ultra Buffer ETF July

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
Buska Wealth Management
Wisconsin
$432K -$186K -5,811 -30%
RGF
27
Retirement Guys Formula
Ohio
$426K -$96 -3 -0%
LJAC
28
L.J. Altfest & Co
New York
$386K
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$365K -$721K -22,471 -67%
CVA
30
Central Valley Advisors
California
$353K +$46K +1,433 New
SAG
31
SageView Advisory Group
California
$349K +$345K +10,739 New
AIC
32
Archer Investment Corporation
Indiana
$311K +$48.6K +1,515 +19%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$300K +$192 +6 +0.1%
W
34
WPWealth
Texas
$300K +$295K +9,210 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$294K -$277K -8,630 -49%
SFA
36
Souders Financial Advisors
Ohio
$287K +$283K +8,809 New
SSW
37
Smith Shellnut Wilson
Mississippi
$245K
TWM
38
Tradition Wealth Management
Minnesota
$244K
AWM
39
Accurate Wealth Management
Florida
$242K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$227K -$85.5K -2,664 -28%
BFG
41
Berger Financial Group
Minnesota
$222K -$95.8K -2,985 -30%
RA
42
RFG Advisory
Alabama
$208K -$149K -4,655 -42%
Morgan Stanley
43
Morgan Stanley
New York
$156K +$41.7K +1,300 +37%
CP
44
Castleview Partners
Texas
$156K
CA
45
CoreCap Advisors
Michigan
$126K +$42.3K +1,320 +52%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$115K +$40.3K +1,255 +55%
WP
47
WealthShield Partners
North Carolina
$113K -$220K -6,846 -66%
SWM
48
Sugarloaf Wealth Management
Georgia
$109K
CIAS
49
Capital Investment Advisory Services
North Carolina
$97.6K
PS
50
Principal Securities
Iowa
$91.8K