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ZJUL

Innovator Equity Defined Protection ETF - 1 Yr July

Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
Integrity Alliance
Iowa
$330K
BCM
52
Beck Capital Management
Texas
$304K -$14K -480 -4%
VWA
53
Visionary Wealth Advisors
Illinois
$298K -$21.4K -732 -7%
TSW
54
Three Seasons Wealth
Utah
$294K -$16.5K -565 -5%
GS
55
GWN Securities
Florida
$294K -$933 -32 -0.3%
SC
56
Syon Capital
California
$282K
CA
57
CoreCap Advisors
Michigan
$253K +$21K +721 +9%
CB
58
Chris Bulman
California
$251K
SAG
59
SageView Advisory Group
California
$249K
Creative Planning
60
Creative Planning
Kansas
$249K +$250K +8,580 New
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$249K +$250K +8,578 New
IFG
62
Independent Financial Group
California
$247K
EWM
63
Evolution Wealth Management
Florida
$246K
SPC
64
Sigma Planning Corp
Michigan
$243K -$522K -17,899 -68%
SIA
65
Soltis Investment Advisors
Utah
$242K
SPIA
66
Steward Partners Investment Advisory
New York
$227K -$263 -9 -0.1%
MML Investors Services
67
MML Investors Services
Massachusetts
$226K
AFGAS
68
Allegiance Financial Group Advisory Services
Virginia
$223K
AWMI
69
Aegis Wealth Management (Iowa)
Iowa
$223K -$2.04K -70 -0.9%
KFG
70
Kelly Financial Group
Connecticut
$210K
MFG
71
Merit Financial Group
Georgia
$207K
SWM
72
SeaCrest Wealth Management
New York
$206K
CWMK
73
Caliber Wealth Management (Kansas)
Kansas
$203K
APCM
74
Alaska Permanent Capital Management
Alaska
$172K
CFD
75
Creative Financial Designs
Indiana
$87.2K