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Innovator US Equity Ultra Buffer ETF May

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$642K -$195K -5,186 -23%
Arkadios Wealth Advisors
27
Arkadios Wealth Advisors
Georgia
$606K +$600K +15,956 New
Merit Financial Group
28
Merit Financial Group
Georgia
$595K – – –
Atria Investments
29
Atria Investments
North Carolina
$587K +$580K +15,435 New
Allworth Financial
30
Allworth Financial
California
$584K – – –
MAM
31
Milestone Asset Management
Pennsylvania
$510K -$23.2K -618 -4%
Advisory Services Network
32
Advisory Services Network
Georgia
$498K +$377K +10,036 +327%
IMG Wealth Management
33
IMG Wealth Management
Florida
$433K +$12.6K +334 +3%
Wealth Alliance
34
Wealth Alliance
New York
$426K – – –
Morgan Stanley
35
Morgan Stanley
New York
$363K +$359K +9,555 New
Virtue Capital Management
36
Virtue Capital Management
Tennessee
$350K +$346K +9,201 New
Steward Partners Investment Advisory
37
Steward Partners Investment Advisory
New York
$349K – – –
AE Wealth Management
38
AE Wealth Management
Kansas
$341K +$11.5K +305 +4%
Beacon Pointe Advisors
39
Beacon Pointe Advisors
California
$295K +$291K +7,753 New
Allegiance Financial Group Advisory Services
40
Allegiance Financial Group Advisory Services
Virginia
$280K – – –
Strategic Blueprint
41
Strategic Blueprint
Georgia
$279K – – –
WealthShield Partners
42
WealthShield Partners
North Carolina
$260K +$239K +6,367 +1,343%
Sequoia Financial Advisors
43
Sequoia Financial Advisors
Ohio
$248K +$245K +6,528 New
Chris Bulman
44
Chris Bulman
California
$240K +$237K +6,310 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$219K – – –
Bedel Financial Consulting
46
Bedel Financial Consulting
Indiana
$217K – – –
Foundry Financial Group
47
Foundry Financial Group
New Hampshire
$204K +$202K +5,375 New
Kingswood Wealth Advisors
48
Kingswood Wealth Advisors
California
$204K +$201K +5,355 New
Founders Financial Securities
49
Founders Financial Securities
Maryland
$203K +$200K +5,329 New
Savvy Advisors Inc
50
Savvy Advisors Inc
New York
$202K -$15.6K -414 -7%