We are live on ! Find out more
ZALT icon

Innovator US Equity 10 Buffer ETF Quarterly

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$5.1M +$5.14M +157,131 New
TCM
27
Triumph Capital Management
Colorado
$4.68M +$1.16M +35,472 +33%
PCA
28
Prosperity Capital Advisors
Ohio
$4.64M -$2.03M -61,986 -30%
CFCI
29
Comprehensive Financial Consultants Institutional
Indiana
$4.29M +$135K +4,132 +3%
GIA
30
Gladstone Institutional Advisory
Florida
$4.23M +$1.52M +46,352 +55%
MFG
31
Macco Financial Group
Wisconsin
$3.54M -$57.6K -1,761 -2%
SWP
32
Sagespring Wealth Partners
Tennessee
$3.27M -$44.2K -1,351 -1%
MFG
33
MTM Financial Group
Pennsylvania
$2.94M +$107K +3,270 +4%
AFP
34
Ausdal Financial Partners
Iowa
$2.49M +$268K +8,180 +12%
IFG
35
Independent Financial Group
California
$2.45M -$1.21M -37,134 -33%
BAM
36
Belpointe Asset Management
Nevada
$2.08M +$69.6K +2,129 +3%
SW
37
SMART Wealth
Nebraska
$1.98M -$213K -6,514 -10%
Jane Street
38
Jane Street
New York
$1.63M +$1.64M +50,069 New
IWP
39
Insight Wealth Partners
Texas
$1.6M +$857K +26,192 +113%
CA
40
Claro Advisors
Massachusetts
$1.52M -$9.48K -290 -0.6%
SMAM
41
Sugar Maple Asset Management
Wisconsin
$1.41M
ASN
42
Advisory Services Network
Georgia
$1.36M +$30.3K +926 +2%
LPL Financial
43
LPL Financial
California
$1.32M +$332K +10,148 +33%
SRA
44
Secured Retirement Advisors
Minnesota
$1.22M -$5.82K -178 -0.5%
KWM
45
KFG Wealth Management
Indiana
$1.2M +$59.8K +1,827 +5%
KWM
46
Kingsview Wealth Management
Oregon
$1.19M +$29.9K +915 +3%
WCAMG
47
Woodard & Company Asset Management Group
North Carolina
$1.12M +$200K +6,120 +21%
PF
48
PlanVest Financial
Maryland
$1.02M +$1.03M +31,368 New
SA
49
Sovran Advisors
California
$976K +$954K +29,181 New
KPWS
50
Kestra Private Wealth Services
Texas
$968K -$253K -7,730 -21%