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Innovator US Equity Ultra Buffer ETF November

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$63.6M +$443K +11,635 +0.7%
TPW
2
Talon Private Wealth
Florida
$36M +$36.8M +966,804 New
Raymond James Financial
3
Raymond James Financial
Florida
$5.75M +$5.22M +137,138 +805%
PCA
4
Prosperity Capital Advisors
Ohio
$5.7M +$340K +8,937 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.33M -$253K -6,637 -4%
IA
6
IFP Advisors
Florida
$3.53M -$1.03K -27 -0%
CVA
7
Central Valley Advisors
California
$3.02M -$47K -1,234 -2%
KWA
8
Kellett Wealth Advisors
Ohio
$2.64M -$386K -10,131 -13%
KAS
9
Kestra Advisory Services
Texas
$2.54M +$106K +2,773 +4%
RCMF
10
RK Capital Management (Florida)
Florida
$2.48M
SWM
11
Spire Wealth Management
Virginia
$2.37M -$343 -9 -0%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.27M -$93.5K -2,456 -4%
4WM
13
4J Wealth Management
Virginia
$2.12M -$2.99M -78,683 -58%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.82M
IWM
15
IHT Wealth Management
Illinois
$1.76M -$845K -22,212 -32%
KWM
16
KFG Wealth Management
Indiana
$1.65M -$91.3K -2,398 -5%
AWM
17
AE Wealth Management
Kansas
$1.64M -$27.2K -715 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.59M +$41.7K +1,095 +3%
TF
19
Trek Financial
Arizona
$1.48M -$103K -2,700 -6%
OCFG
20
O'Connor Financial Group
Illinois
$1.34M
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.2M +$669K +17,586 +121%
Creative Planning
22
Creative Planning
Kansas
$954K +$975K +25,607 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$954K +$30.3K +795 +3%
CRWM
24
Castle Rock Wealth Management
California
$922K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$897K -$713K -18,745 -44%