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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
$58.5M +$55.2M +1,529,815 +6,228%
TPW
2
Talon Private Wealth
Florida
$34.2M +$32.8M +908,363 New
MOS
3
MGO One Seven
Ohio
$9.34M -$183K -5,085 -2%
WIM
4
WealthPlan Investment Management
Nebraska
$8.81M +$8.45M +234,182 New
LF
5
Lantz Financial
Illinois
$7.37M +$6.8M +188,436 +2,497%
KWM
6
KFG Wealth Management
Indiana
$5.62M +$666K +18,450 +14%
PCA
7
Prosperity Capital Advisors
Ohio
$5.1M +$429K +11,888 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.49M +$326K +9,032 +11%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.35M +$294K +8,159 +10%
IWM
10
IHT Wealth Management
Illinois
$3.13M -$703K -19,469 -19%
KAS
11
Kestra Advisory Services
Texas
$2.99M -$11.6K -322 -0.4%
CVA
12
Central Valley Advisors
California
$2.59M +$66.4K +1,839 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$2.48M +$1.33M +36,798 +126%
SWM
14
Spire Wealth Management
Virginia
$2.45M -$928K -25,723 -28%
WP
15
WealthPLAN Partners
Nebraska
$2.41M +$2.31M +63,970 New
OMC
16
Old Mission Capital
Illinois
$2.24M +$2.15M +59,498 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.06M +$157K +4,338 +9%
Truist Financial
18
Truist Financial
North Carolina
$1.72M -$27.1K -751 -2%
IPW
19
Impact Partnership Wealth
Georgia
$1.45M +$112K +3,096 +9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.17M -$121K -3,358 -10%
BFG
21
Berger Financial Group
Minnesota
$1.16M +$5.12K +142 +0.5%
MW
22
MBL Wealth
North Carolina
$1.15M +$89.3K +2,475 +9%
AIC
23
Archer Investment Corporation
Indiana
$896K +$19.2K +533 +2%
FFG
24
Fiduciary Financial Group
California
$891K – – –
AWA
25
Arete Wealth Advisors
Illinois
$880K +$5.49K +152 +0.7%
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