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
VPF
76
Vantage Point Financial
Illinois
$332K
BWS
77
BFI Wealth Solutions
Texas
$328K +$325K +9,685 New
RFG
78
Range Financial Group
Oregon
$320K -$422K -12,603 -57%
IWM
79
IHT Wealth Management
Illinois
$289K +$5.67K +169 +2%
IA
80
Integrity Alliance
Iowa
$281K -$14.4K -430 -5%
GSIAS
81
Garden State Investment Advisory Services
New Jersey
$281K -$23.5K -700 -8%
VCM
82
Virtue Capital Management
Tennessee
$276K
CA
83
Calton & Associates
Florida
$275K +$24.3K +726 +10%
VWA
84
Vistica Wealth Advisors
California
$268K
DWP
85
Daymark Wealth Partners
Ohio
$254K
SEIA
86
Signature Estate & Investment Advisors
California
$253K +$251K +7,475 New
RCWM
87
Red Crane Wealth Management
California
$242K
BCM
88
Beck Capital Management
Texas
$218K +$216K +6,450 New
SPIA
89
Steward Partners Investment Advisory
New York
$215K -$63.3K -1,888 -23%
CSP
90
Cary Street Partners
Virginia
$207K -$5.03K -150 -2%
AFP
91
ATX Financial Planning
Texas
$204K -$149K -4,446 -42%
CWM
92
Castle Wealth Management
Florida
$201K +$199K +5,945 New
CIAS
93
Capital Investment Advisory Services
North Carolina
$201K +$14.9K +446 +8%
IA
94
IFP Advisors
Florida
$193K +$2.18K +65 +1%
CAL
95
Capital Analysts LLC
Pennsylvania
$191K +$189K +5,628 New
WP
96
WealthShield Partners
North Carolina
$115K
KFGG
97
Keystone Financial Group (Georgia)
Georgia
$67.8K -$43.2K -1,289 -39%
FFA
98
Farther Finance Advisors
California
$67.7K -$762K -22,748 -92%
APFP
99
Action Point Financial Planning
Michigan
$37.2K +$36.8K +1,098 New
CJ
100
Caitlin John
Michigan
$32.2K -$2.88K -86 -8%