We are live on ! Find out more
XDSQ icon

Innovator US Equity Accelerated ETF Quarterly

Name Holding Trade Value Shares
Change
Change in
Stake
JRPIM
26
Journey Retirement Planning & Investment Management
Idaho
$348K +$340K +8,370 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$326K +$8.86K +218 +3%
SPIA
28
Steward Partners Investment Advisory
New York
$294K -$8.13K -200 -3%
CF
29
Centaurus Financial
California
$281K -$174K -4,288 -39%
AWA
30
Arkadios Wealth Advisors
Georgia
$242K +$237K +5,822 New
FNWA
31
Financial Network Wealth Advisors
Utah
$84.9K +$122 +3 +0.1%
AWM
32
AE Wealth Management
Kansas
$55.9K -$8.98K -221 -14%
CA
33
CoreCap Advisors
Michigan
$45K
IA
34
IFP Advisors
Florida
$35.7K +$325 +8 +0.9%
WCAMG
35
Woodard & Company Asset Management Group
North Carolina
$20.8K
FFA
36
Farther Finance Advisors
California
$2.71K -$3.98K -98 -60%
UBS Group
37
UBS Group
Switzerland
$1.67K -$35.7K -878 -96%
Barclays
38
Barclays
United Kingdom
$1.04K -$150K -3,688 -99%
DFA
39
DHJJ Financial Advisors
Illinois
$791
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$42
Goldman Sachs
41
Goldman Sachs
New York
-$2.04M -51,078 Closed
OMC
42
Old Mission Capital
Illinois
-$491K -12,310 Closed
MW
43
Maia Wealth
Colorado
-$230K -5,657 Closed
ASN
44
Advisory Services Network
Georgia
-$136K -3,420 Closed
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
-$3.87K -97 Closed
HCM
46
Hollencrest Capital Management
California
-$558 -14 Closed