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Innovator US Equity Ultra Buffer ETF July

Name Holding Trade Value Shares
Change
Change in
Stake
SSW
51
Smith Shellnut Wilson
Mississippi
$277K – – –
TWM
52
Tradition Wealth Management
Minnesota
$276K – – –
Spire Wealth Management
53
Spire Wealth Management
Virginia
$275K -$267K -7,807 -51%
Concurrent Investment Advisors
54
Concurrent Investment Advisors
Florida
$265K +$247K +7,213 New
DIM
55
Delta Investment Management
California
$243K -$274 -8 -0.1%
TWP
56
Triad Wealth Partners
Kansas
$232K +$216K +6,319 New
CIAS
57
Capital Investment Advisory Services
North Carolina
$213K +$16.1K +470 +9%
EMAM
58
Encompass More Asset Management
California
$210K +$196K +5,718 New
TPW
59
Talon Private Wealth
Florida
$191K -$66.3K -1,938 -27%
WTFG
60
Wood Tarver Financial Group
Idaho
$185K – – –
Principal Securities
61
Principal Securities
Iowa
$161K +$65.7K +1,919 +78%
Morgan Stanley
62
Morgan Stanley
New York
$143K – – –
AE Wealth Management
63
AE Wealth Management
Kansas
$132K +$37.1K +1,083 +43%
CoreCap Advisors
64
CoreCap Advisors
Michigan
$104K +$34.6K +1,011 +55%
EWM
65
Evolution Wealth Management
Florida
$48.7K +$45.3K +1,324 New
FNWA
66
Financial Network Wealth Advisors
Utah
$46.9K +$40.3K +1,177 +1,213%
Harbour Investments
67
Harbour Investments
Wisconsin
$36.2K – – –
UBS Group
68
UBS Group
Switzerland
$12.7K -$4.11K -120 -26%
DFA
69
DHJJ Financial Advisors
Illinois
$1.47K – – –
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
– -$1.3M -38,899 Closed
Old Mission Capital
71
Old Mission Capital
Illinois
– -$511K -15,246 Closed
Goldman Sachs
72
Goldman Sachs
New York
– -$272K -8,117 Closed
Barclays
73
Barclays
United Kingdom
– -$179K -5,335 Closed
Wells Fargo
74
Wells Fargo
California
– -$21K -625 Closed
Arax Advisory Partners
75
Arax Advisory Partners
Colorado
– -$15.4K -459 Closed