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ZJUL

Innovator Equity Defined Protection ETF - 1 Yr July

Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waverly Advisors
Alabama
$615K -$13.4K -450 -2%
NA
27
NewEdge Advisors
Louisiana
$611K
BWM
28
Brown Wealth Management
Illinois
$600K -$34.2K -1,153 -5%
MSFS
29
Main Street Financial Solutions
Pennsylvania
$584K
LWA
30
Lineweaver Wealth Advisors
Ohio
$564K
GWM
31
Geneos Wealth Management
Colorado
$559K
PCA
32
Prosperity Capital Advisors
Ohio
$538K -$44K -1,483 -8%
FA
33
FC Advisory
Pennsylvania
$521K -$25.1K -845 -5%
KWM
34
Kingsview Wealth Management
Oregon
$519K +$55.9K +1,882 +12%
FFA
35
Farther Finance Advisors
California
$514K +$3.92K +132 +0.8%
MA
36
Mutual Advisors
Nebraska
$467K -$78.9K -2,659 -15%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$456K +$197K +6,642 +77%
BCM
38
Brookstone Capital Management
Illinois
$455K -$107K -3,614 -19%
AF
39
Allworth Financial
California
$449K -$6.02K -203 -1%
CWM
40
Collaborative Wealth Management
Florida
$441K
JSA
41
Jim Saulnier & Associates
Colorado
$434K
RWP
42
Reliant Wealth Planning
Kentucky
$431K
TWM
43
Tradition Wealth Management
Minnesota
$428K -$19.8K -667 -4%
ASN
44
Advisory Services Network
Georgia
$378K
AIA
45
AssuredPartners Investment Advisors
Florida
$375K
GEA
46
Glen Eagle Advisors
New Jersey
$374K
NP
47
NorthRock Partners
Minnesota
$365K -$119 -4 -0%
RWM
48
Riverchase Wealth Management
Texas
$357K +$354K +11,916 New
SFA
49
Souders Financial Advisors
Ohio
$350K
HI
50
Harbour Investments
Wisconsin
$348K -$100K -3,378 -23%