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Innovator US Equity Ultra Buffer ETF March
UMAR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$20.6M +$1.51M +46,082 +8%
ACM
2
Advance Capital Management
Michigan
$18.6M -$18.9M -576,069 -51%
MOS
3
MGO One Seven
Ohio
$10.7M -$4.26M -130,135 -29%
CVA
4
Central Valley Advisors
California
$8.88M +$242K +7,376 +3%
CA
5
Clearstead Advisors
Ohio
$3.25M +$3.16M +96,517 New
PCA
6
Prosperity Capital Advisors
Ohio
$3.03M +$1.6M +48,735 +118%
KWM
7
KFG Wealth Management
Indiana
$2.99M -$56.6K -1,729 -2%
WFAG
8
Worth Financial Advisory Group
North Carolina
$2.74M +$3.27K +100 +0.1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.54M +$265K +8,092 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.36M -$217K -6,614 -9%
TF
11
Trek Financial
Arizona
$1.87M +$793K +24,218 +78%
BFG
12
Berger Financial Group
Minnesota
$1.73M +$243K +7,412 +17%
Truist Financial
13
Truist Financial
North Carolina
$1.7M +$62.1K +1,896 +4%
AIC
14
Archer Investment Corporation
Indiana
$1.5M -$41.6K -1,271 -3%
DLHL
15
Donald L. Hagan LLC
Florida
$1.43M -$111K -3,388 -7%
Citadel Advisors
16
Citadel Advisors
Florida
$1.36M +$732K +22,355 +124%
AWS
17
Atria Wealth Solutions
New York
$1.1M +$147K +4,491 +16%
SWM
18
Spire Wealth Management
Virginia
$1.07M -$9.96K -304 -0.9%
AWA
19
Arete Wealth Advisors
Illinois
$960K +$23.1K +704 +3%
FFG
20
Fiduciary Financial Group
California
$958K +$915K +27,930 New
Jane Street
21
Jane Street
New York
$938K +$912K +27,853 New
MW
22
MBL Wealth
North Carolina
$912K +$887K +27,100 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$891K – – –
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$726K +$134K +4,092 +23%
EMAM
25
Encompass More Asset Management
California
$714K +$121K +3,706 +21%
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