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Innovator Equity Defined Protection ETF - 1 Yr August

Name Holding Trade Value Shares
Change
Change in
Stake
Waverly Advisors
26
Waverly Advisors
Alabama
$598K -$27 -1 -0%
Raymond James Financial
27
Raymond James Financial
Florida
$598K -$6.74K -247 -1%
Forthright Family Wealth Advisory
28
Forthright Family Wealth Advisory
Texas
$551K +$546K +20,000 New
Advisornet Financial
29
Advisornet Financial
Minnesota
$513K – – –
Concurrent Investment Advisors
30
Concurrent Investment Advisors
Florida
$510K – – –
Retirement Income Solutions
31
Retirement Income Solutions
Michigan
$501K – – –
Axxcess Wealth Management
32
Axxcess Wealth Management
California
$473K +$469K +17,176 New
Pinnacle Wealth Management Group
33
Pinnacle Wealth Management Group
Michigan
$452K -$6K -220 -1%
Integrity Advisory Solutions
34
Integrity Advisory Solutions
Texas
$446K -$91.4K -3,350 -17%
Beacon Pointe Advisors
35
Beacon Pointe Advisors
California
$417K +$413K +15,145 New
FC Advisory
36
FC Advisory
Pennsylvania
$409K – – –
COFG Advisors
37
COFG Advisors
Illinois
$370K – – –
Evolution Wealth Management
38
Evolution Wealth Management
Florida
$359K -$10.3K -379 -3%
JP Morgan Chase
39
JP Morgan Chase
New York
$357K +$134K +4,908 +61%
MA
40
Mutual Advisors
Nebraska
$316K -$8.92K -327 -3%
First Heartland Consultants
41
First Heartland Consultants
Missouri
$306K – – –
MFG
42
MTM Financial Group
Pennsylvania
$297K – – –
Soltis Investment Advisors
43
Soltis Investment Advisors
Utah
$286K -$3.14K -115 -1%
BWM
44
Brown Wealth Management
Illinois
$283K – – –
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$281K -$123K -4,515 -31%
Stratos Wealth Advisors
46
Stratos Wealth Advisors
Ohio
$267K – – –
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$265K +$262K +9,604 New
First Commonwealth Financial Corp
48
First Commonwealth Financial Corp
Pennsylvania
$265K – – –
FSA Advisors
49
FSA Advisors
Michigan
$263K -$102K -3,732 -28%
IMG Wealth Management
50
IMG Wealth Management
Florida
$256K – – –