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Innovator US Equity Ultra Buffer ETF June

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$258K
SFA
27
Sequoia Financial Advisors
Ohio
$254K
BWP
28
Balboa Wealth Partners
Arizona
$251K
SPIA
29
Steward Partners Investment Advisory
New York
$234K +$30.2K +1,052 +15%
USCWA
30
U.S. Capital Wealth Advisors
Texas
$223K
KWM
31
Kingsview Wealth Management
Oregon
$216K +$218K +7,621 New
IF
32
Integrity Financial
Wyoming
$109K
WP
33
WealthShield Partners
North Carolina
$101K
OIA
34
Optimum Investment Advisors
Illinois
$75K
HI
35
Harbour Investments
Wisconsin
$53.1K -$12.9K -450 -19%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$50K
DFA
37
DHJJ Financial Advisors
Illinois
$37.5K +$38K +1,325 New
UBS Group
38
UBS Group
Switzerland
$36.8K -$15.8K -551 -30%
CPG
39
Cornerstone Planning Group
New Jersey
$19.1K +$19.3K +674 New
LFG
40
Larson Financial Group
Missouri
$12.5K
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$4K +$4.04K +141 New
MSRI
42
Michael S. Ryan Inc
New York
-$667K -23,328 Closed
MAM
43
Milestone Asset Management
Pennsylvania
-$496K -17,352 Closed
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
-$459K -16,045 Closed
AWA
45
Arete Wealth Advisors
Illinois
-$439K -15,364 Closed
WP
46
WealthPLAN Partners
Nebraska
-$187K -6,525 Closed
IA
47
IFP Advisors
Florida
-$80.5K -2,815 Closed
AAP
48
Arax Advisory Partners
Colorado
-$31.7K -1,109 Closed