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Innovator Equity Defined Protection ETF - 1 Yr July

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
51
Souders Financial Advisors
Ohio
$239K – – –
PCA
52
Prosperity Capital Advisors
Ohio
$233K -$193K -7,158 -45%
SageView Advisory Group
53
SageView Advisory Group
California
$232K -$4.72K -175 -2%
TSW
54
Three Seasons Wealth
Utah
$232K – – –
CB
55
Chris Bulman
California
$223K – – –
AC
56
Applied Capital
Arkansas
$221K – – –
Atria Wealth Solutions
57
Atria Wealth Solutions
New York
$219K – – –
CoreCap Advisors
58
CoreCap Advisors
Michigan
$219K +$218K +8,092 New
VWA
59
Visionary Wealth Advisors
Illinois
$214K -$13.5K -500 -6%
BFWM
60
Bright Futures Wealth Management
New York
$214K -$160K -5,934 -43%
CWAF
61
Core Wealth Advisors (Florida)
Florida
$210K – – –
CA
62
Claro Advisors
Massachusetts
$208K – – –
SWM
63
Sugarloaf Wealth Management
Georgia
$162K +$162K +6,000 New
Barclays
64
Barclays
United Kingdom
$147K +$147K +5,443 New
CFD
65
Creative Financial Designs
Indiana
$81.1K +$80.9K +3,000 New
DFA
66
DHJJ Financial Advisors
Illinois
$62.5K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$51K -$1.02K -38 -2%
IFP Advisors
68
IFP Advisors
Florida
$41.7K – – –
CFGS
69
Concourse Financial Group Securities
Alabama
$29.4K +$2.99K +111 +12%
IAG
70
Innovative Advisory Group
Massachusetts
$7.3K +$7.28K +270 New
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
– -$4.42M -164,905 Closed
KWA
72
Kellett Wealth Advisors
Ohio
– -$553K -20,647 Closed
Dynamic Advisor Solutions
73
Dynamic Advisor Solutions
Arizona
– -$289K -10,776 Closed
GM
74
GeoWealth Management
Illinois
– -$123K -4,590 Closed
LIS
75
Legacy Investment Solutions
Idaho
– -$1.27K -47 Closed