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ZDEK

Innovator Equity Defined Protection ETF - 1 Yr December

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Sagespring Wealth Partners
Tennessee
$247K
SPIA
52
Steward Partners Investment Advisory
New York
$225K
CPIG
53
Chicago Partners Investment Group
Illinois
$222K -$155K -6,475 -42%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$220K
Citadel Advisors
55
Citadel Advisors
Florida
$207K +$202K +8,416 New
WFS
56
WealthGarden F.S.
California
$205K +$199K +8,292 New
CB
57
Chris Bulman
California
$203K +$199K +8,284 New
BSCCG
58
Blue Sky Capital Consultants Group
California
$202K +$198K +8,247 New
IWM
59
IMG Wealth Management
Florida
$201K
Barclays
60
Barclays
United Kingdom
$198K +$193K +8,060 New
EWM
61
Evolution Wealth Management
Florida
$174K +$170K +7,092 New
IA
62
IFP Advisors
Florida
$83.1K +$23.7K +990 +41%
UBS Group
63
UBS Group
Switzerland
$73.7K +$18.7K +778 +35%
HIA
64
Harbor Investment Advisory
Maryland
$25.7K +$25.1K +1,046 New
FFA
65
Farther Finance Advisors
California
$15.4K
PSFG
66
Park Square Financial Group
Georgia
$10.9K
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
-$16.1M -679,660 Closed
FFS
68
Founders Financial Securities
Maryland
-$3M -126,517 Closed
NA
69
NewEdge Advisors
Louisiana
-$2.56M -108,238 Closed
DIM
70
Delta Investment Management
California
-$2.53M -106,864 Closed
IA
71
Integrity Alliance
Iowa
-$647K -27,336 Closed
AWA
72
Authentikos Wealth Advisory
California
-$482K -20,365 Closed
HCA
73
Heck Capital Advisors
Wisconsin
-$315K -13,300 Closed
FA
74
Fermata Advisors
California
-$276K -11,650 Closed
ACM
75
AlphaStar Capital Management
North Carolina
-$272K -11,482 Closed