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
OWA
1
Outlook Wealth Advisors
Texas
$15.8M -$1.06M -35,985 -6%
BCM
2
Brookstone Capital Management
Illinois
$13M +$11.9M +402,806 +966%
AIC
3
Archer Investment Corporation
Indiana
$3.07M -$211K -7,126 -6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.01M +$2.7M +91,328 +790%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.74M +$1.09M +36,676 +64%
PCA
6
Prosperity Capital Advisors
Ohio
$1.74M -$1.34M -45,252 -43%
ST
7
Sageworth Trust
Pennsylvania
$1.71M
SB
8
Strategic Blueprint
Georgia
$1.4M -$362K -12,244 -20%
KWM
9
KFG Wealth Management
Indiana
$1.31M +$743K +25,097 +128%
Truist Financial
10
Truist Financial
North Carolina
$1.11M +$627K +21,200 +128%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.03M +$171K +5,785 +20%
OMC
12
Old Mission Capital
Illinois
$965K -$360K -12,176 -27%
LPL Financial
13
LPL Financial
California
$853K +$195K +6,577 +29%
AWA
14
Arete Wealth Advisors
Illinois
$823K -$581K -19,642 -41%
CFS
15
CGC Financial Services
Oregon
$813K +$822K +27,789 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$774K +$38.1K +1,288 +5%
AAS
17
Avantax Advisory Services
Texas
$605K +$207K +6,998 +51%
SWM
18
Spire Wealth Management
Virginia
$590K +$528K +17,849 +776%
MML Investors Services
19
MML Investors Services
Massachusetts
$569K +$264K +8,922 +85%
FCFC
20
First Commonwealth Financial Corp
Pennsylvania
$566K
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$470K +$476K +16,073 New
GSIAS
22
Garden State Investment Advisory Services
New Jersey
$466K +$471K +15,915 New
FA
23
Fermata Advisors
California
$464K +$469K +15,848 New
BFC
24
Bedel Financial Consulting
Indiana
$427K
Citadel Advisors
25
Citadel Advisors
Florida
$405K -$250K -8,447 -38%