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Innovator US Equity Ultra Buffer ETF March

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
26
Bedel Financial Consulting
Indiana
$280K +$23.1K +817 +9%
T
27
TRUADVICE
Florida
$278K -$932 -33 -0.3%
VWA
28
Visionary Wealth Advisors
Illinois
$263K +$259K +9,159 New
CPIG
29
Chicago Partners Investment Group
Illinois
$254K +$248K +8,793 New
SOS
30
Silver Oak Securities
Tennessee
$203K +$195K +6,919 New
JP Morgan Chase
31
JP Morgan Chase
New York
$195K +$192K +6,800 New
AWM
32
Atticus Wealth Management
Florida
$55.7K +$54.8K +1,940 New
WP
33
WealthShield Partners
North Carolina
$51.7K +$50.8K +1,800 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$46K +$45.2K +1,600 New
AAP
35
Arax Advisory Partners
Colorado
$28.8K
HI
36
Harbour Investments
Wisconsin
$20.8K +$10.4K +369 +104%
LFG
37
Larson Financial Group
Missouri
$6.89K +$2.12K +75 +45%
AAS
38
Ameritas Advisory Services
Nebraska
$1.96K +$1.92K +68 New
BAM
39
Belpointe Asset Management
Nevada
$1.49K +$56 +2 +4%
KHC
40
Koesten Hirschmann & Crabtree
Kansas
$690 +$678 +24 New
RWPA
41
Richard W. Paul & Associates
Michigan
$144
WKSWA
42
White Knight Strategic Wealth Advisors
New Jersey
-$465K -16,520 Closed
SHIM
43
Stone House Investment Management
Pennsylvania
-$461K -16,365 Closed
Lido Advisors
44
Lido Advisors
California
-$265K -9,400 Closed
UBS Group
45
UBS Group
Switzerland
-$83.3K -2,957 Closed
MCC
46
Money Concepts Capital
Florida
-$51K -1,810 Closed
IA
47
IFP Advisors
Florida
-$13K -500 Closed
AWM
48
Accurate Wealth Management
Florida
-$13.3K -473 Closed
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
-$113 -4 -44%