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Innovator US Equity Ultra Buffer ETF June
UJUN

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
1
Castle Rock Wealth Management
California
$1.35M – – –
MSFS
2
Main Street Financial Solutions
Pennsylvania
$779K +$14.6K +500 +2%
SB
3
Strategic Blueprint
Georgia
$581K +$28.5K +976 +5%
CPIG
4
Chicago Partners Investment Group
Illinois
$508K – – –
Osaic Holdings
5
Osaic Holdings
Arizona
$470K -$87.5K -3,000 -16%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$434K -$513K -17,590 -54%
DAS
7
Dynamic Advisor Solutions
Arizona
$298K -$2.92K -100 -1%
SWM
8
Spire Wealth Management
Virginia
$262K – – –
AIC
9
Archer Investment Corporation
Indiana
$251K -$90.2K -3,093 -27%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$222K – – –
AWA
11
Arete Wealth Advisors
Illinois
$209K +$207K +7,099 New
HI
12
Harbour Investments
Wisconsin
$118K – – –
CA
13
CoreCap Advisors
Michigan
$88K +$87.5K +3,000 New
OIA
14
Optimum Investment Advisors
Illinois
$78K – – –
CFA
15
Carroll Financial Associates
North Carolina
$55K – – –
MCC
16
Money Concepts Capital
Florida
$55K +$55K +1,885 New
EWM
17
Elmwood Wealth Management
California
$42K +$42K +1,440 New
UBS Group
18
UBS Group
Switzerland
$40K +$40.2K +1,377 New
NFG
19
Next Financial Group
Texas
$30K – – –
BFC
20
Bedel Financial Consulting
Indiana
$21K – – –
OCM
21
Orion Capital Management
California
$15K – – –
AA
22
Advisory Alpha
Michigan
– -$1.8M -62,566 Closed
OMC
23
Old Mission Capital
Illinois
– -$689K -24,006 Closed
Citadel Advisors
24
Citadel Advisors
Florida
– -$299K -10,408 Closed
IFAM
25
Institutional & Family Asset Management
Colorado
– -$51K -1,768 Closed
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