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Innovator US Equity Ultra Buffer ETF March

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$55.9M +$54M +1,299,523 +5,333%
LF
2
Lantz Financial
Illinois
$8.56M -$119K -2,872 -1%
KWM
3
KFG Wealth Management
Indiana
$8.26M +$134K +3,224 +2%
PCA
4
Prosperity Capital Advisors
Ohio
$6.41M +$262K +6,311 +4%
CWMK
5
Caliber Wealth Management (Kansas)
Kansas
$5.85M
MOS
6
MGO One Seven
Ohio
$5.79M -$1.46M -35,009 -20%
KAS
7
Kestra Advisory Services
Texas
$4.66M -$819K -19,704 -15%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.22M +$396K +9,519 +11%
Raymond James Financial
9
Raymond James Financial
Florida
$3.94M -$655K -15,750 -14%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.3M -$671K -16,132 -17%
CVA
11
Central Valley Advisors
California
$3.01M -$247K -5,951 -8%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.47M -$172K -4,132 -7%
BFG
13
Berger Financial Group
Minnesota
$2.43M -$17.2K -413 -0.7%
KWA
14
Kellett Wealth Advisors
Ohio
$1.94M -$84.7K -2,037 -4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.83M +$1.13M +27,070 +166%
WIM
16
WealthPlan Investment Management
Nebraska
$1.56M -$113K -2,706 -7%
OMC
17
Old Mission Capital
Illinois
$1.48M +$895K +21,517 +160%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.46M -$154K -3,714 -10%
AAP
19
Arax Advisory Partners
Colorado
$1.39M +$686K +16,500 +100%
SWM
20
Spire Wealth Management
Virginia
$1.31M -$180K -4,337 -12%
MW
21
MBL Wealth
North Carolina
$1.28M -$20.8K -500 -2%
Truist Financial
22
Truist Financial
North Carolina
$1.22M +$8.32K +200 +0.7%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.1M +$457K +10,995 +73%
IWM
24
IMG Wealth Management
Florida
$1.03M +$132K +3,167 +15%
IPW
25
Impact Partnership Wealth
Georgia
$1.03M +$77.3K +1,858 +8%