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Innovator US Equity Ultra Buffer ETF September
USEP
USEP
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $146K | +$142K | +5,047 | +558% |
|
|
FAG
27
Fortitude Advisory Group
Gig Harbor,
Washington
| $108K | – | – | – |
|
28
Morgan Stanley
New York
| $99K | – | – | – |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $83K | -$1.74K | -62 | -2% |
|
|
AAP
30
Arax Advisory Partners
Denver,
Colorado
| $76K | -$90.6K | -3,224 | -55% |
|
|
SWM
31
Spire Wealth Management
Mclean,
Virginia
| $29K | – | – | – |
|
32
UBS Group
Zurich,
Switzerland
| $17K | +$17.2K | +612 | New |
|
33
Bank of Montreal
Toronto,
Ontario, Canada
| $14K | – | – | – |
|
|
NFSG
34
Newbridge Financial Services Group
Boca Raton,
Florida
| $7K | +$7.36K | +262 | New |
|
|
AA
35
Advisory Alpha
Holland,
Michigan
| – | -$2.07M | -72,167 | Closed |
|
|
SHIM
36
Stone House Investment Management
Tunkhannock,
Pennsylvania
| – | -$490K | -17,070 | Closed |
|
37
Citadel Advisors
Miami,
Florida
| – | -$487K | -16,972 | Closed |
|
|
CWP
38
Concord Wealth Partners
Abingdon,
Virginia
| – | -$3K | -118 | Closed |
|