We are live on ! Find out more
USEP icon

Innovator US Equity Ultra Buffer ETF September

Name Holding Trade Value Shares
Change
Change in
Stake
CWG
26
Cornerstone Wealth Group
North Carolina
$373K
AAS
27
Avantax Advisory Services
Texas
$351K +$20.2K +770 +6%
MML Investors Services
28
MML Investors Services
Massachusetts
$295K +$294K +11,179 New
FA
29
Fermata Advisors
California
$290K -$590K -22,465 -67%
AWM
30
Atticus Wealth Management
Florida
$264K +$263K +10,000 New
HI
31
Harbour Investments
Wisconsin
$252K +$3.92K +149 +2%
MFG
32
MTM Financial Group
Pennsylvania
$242K
IA
33
IFP Advisors
Florida
$178K +$33.6K +1,278 +21%
SWM
34
Sugarloaf Wealth Management
Georgia
$165K
UBS Group
35
UBS Group
Switzerland
$113K +$113K +4,293 New
Morgan Stanley
36
Morgan Stanley
New York
$92.4K
SWM
37
Spire Wealth Management
Virginia
$61K
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$29K -$21.9K -835 -43%
AAP
39
Arax Advisory Partners
Colorado
$28.1K
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$13.2K
NFSG
41
Newbridge Financial Services Group
Florida
$1.95K
IF
42
Integrity Financial
Wyoming
$1K
AWM
43
Axxcess Wealth Management
California
-$1.91M -75,297 Closed
Jane Street
44
Jane Street
New York
-$865K -34,025 Closed
PWM
45
Palumbo Wealth Management
New York
-$494K -19,434 Closed
ICG
46
InterOcean Capital Group
Tennessee
-$394K -15,520 Closed
RPGK
47
Retirement Planning Group (Kansas)
Kansas
-$272K -10,711 Closed