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
BFC
26
Bedel Financial Consulting
Indiana
$457K
AAS
27
Avantax Advisory Services
Texas
$445K -$193K -6,444 -31%
CA
28
Continuum Advisory
Idaho
$401K +$384K +12,791 New
AWM
29
AE Wealth Management
Kansas
$355K +$110K +3,673 +49%
AWM
30
Atticus Wealth Management
Florida
$313K
TC
31
TownSquare Capital
Utah
$307K +$77.9K +2,594 +36%
BFG
32
Berger Financial Group
Minnesota
$300K +$288K +9,594 New
CWG
33
Cornerstone Wealth Group
North Carolina
$295K
MFG
34
MTM Financial Group
Pennsylvania
$287K
MMA
35
Miracle Mile Advisors
California
$282K
RJFSA
36
Raymond James Financial Services Advisors
Florida
$277K +$266K +8,855 New
HWM
37
HFG Wealth Management
Texas
$229K +$220K +7,312 New
FA
38
FC Advisory
Pennsylvania
$215K -$300 -10 -0.1%
VWA
39
Visionary Wealth Advisors
Illinois
$213K +$204K +6,804 New
HI
40
Harbour Investments
Wisconsin
$204K -$37.7K -1,254 -16%
SWA
41
Strata Wealth Advisors
Texas
$201K +$193K +6,414 New
WFAG
42
Worth Financial Advisory Group
North Carolina
$200K +$192K +6,400 New
SWM
43
Sugarloaf Wealth Management
Georgia
$195K
WP
44
WealthShield Partners
North Carolina
$178K -$991 -33 -0.6%
Morgan Stanley
45
Morgan Stanley
New York
$110K
APW
46
Atlantic Private Wealth
North Carolina
$110K +$105K +3,500 New
SPIA
47
Steward Partners Investment Advisory
New York
$105K +$101K +3,368 New
DFA
48
DHJJ Financial Advisors
Illinois
$99.9K
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$28.2K
CFS
50
CGC Financial Services
Oregon
$18.6K -$817K -27,195 -98%