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Innovator US Equity Ultra Buffer ETF March
UMAR

Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.9M -$635K -20,765 -26%
BFG
2
Berger Financial Group
Minnesota
$1.66M – – –
PCA
3
Prosperity Capital Advisors
Ohio
$1.52M -$135K -4,421 -8%
AIC
4
Archer Investment Corporation
Indiana
$1.3M -$153K -4,996 -11%
Truist Financial
5
Truist Financial
North Carolina
$1.04M -$67.3K -2,200 -6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1M – – –
KWM
7
KFG Wealth Management
Indiana
$928K -$316K -10,329 -26%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$752K +$440K +14,395 +153%
OMC
9
Old Mission Capital
Illinois
$581K -$23.3K -761 -4%
TC
10
TownSquare Capital
Utah
$449K +$64.9K +2,122 +18%
AWA
11
Arete Wealth Advisors
Illinois
$431K +$417K +13,640 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$407K -$18.5K -606 -4%
Citadel Advisors
13
Citadel Advisors
Florida
$405K +$392K +12,802 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$404K -$18.8K -616 -5%
BCM
15
Brookstone Capital Management
Illinois
$356K -$21.4K -700 -6%
BWM
16
BCS Wealth Management
Tennessee
$339K – – –
SWM
17
Spire Wealth Management
Virginia
$330K -$5.54K -181 -2%
VWA
18
Visionary Wealth Advisors
Illinois
$289K – – –
CPIG
19
Chicago Partners Investment Group
Illinois
$280K – – –
HighTower Advisors
20
HighTower Advisors
Illinois
$279K -$5.42M -177,220 -95%
FIA
21
Foundations Investment Advisors
Arizona
$263K -$203K -6,639 -45%
MAM
22
Milestone Asset Management
Pennsylvania
$261K -$203K -6,639 -45%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$261K +$213K +6,956 +538%
SOS
24
Silver Oak Securities
Tennessee
$201K +$195K +6,362 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$171K +$165K +5,400 New
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