ZMAR icon

Innovator Equity Defined Protection ETF - 1 Yr March

Name Holding Trade Value Shares
Change
Change in
Stake
CWMK
1
Caliber Wealth Management (Kansas)
Kansas
$21.8M -$16.5K -604 -0.1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.42M -$169K -6,216 -5%
Raymond James Financial
3
Raymond James Financial
Florida
$3.11M -$1.26M -46,388 -29%
MMA
4
Miracle Mile Advisors
California
$2.19M – – –
LWA
5
Lineweaver Wealth Advisors
Ohio
$1.58M -$142K -5,208 -8%
KAS
6
Kestra Advisory Services
Texas
$1.27M – – –
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.23M +$124K +4,566 +11%
AIC
8
Archer Investment Corporation
Indiana
$1.19M -$1.91M -70,267 -62%
OMC
9
Old Mission Capital
Illinois
$1.09M +$76.2K +2,796 +8%
AWM
10
AE Wealth Management
Kansas
$1.07M -$1.88M -68,882 -64%
BWM
11
Brown Wealth Management
Illinois
$1.05M +$82.4K +3,025 +9%
Osaic Holdings
12
Osaic Holdings
Arizona
$983K – – –
CNBT
13
Canandaigua National Bank & Trust
New York
$934K – – –
BCM
14
Brookstone Capital Management
Illinois
$887K -$73.3K -2,689 -8%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$867K +$257K +9,437 +43%
BWA
16
Beam Wealth Advisors
Louisiana
$707K – – –
CA
17
COFG Advisors
Illinois
$687K +$680K +24,970 New
LPL Financial
18
LPL Financial
California
$670K – – –
Corient Private Wealth
19
Corient Private Wealth
Florida
$660K – – –
Truist Financial
20
Truist Financial
North Carolina
$603K -$46.6K -1,711 -7%
CVA
21
Central Valley Advisors
California
$573K – – –
IWM
22
IMG Wealth Management
Florida
$531K – – –
CWA
23
Continuum Wealth Advisors
New York
$519K – – –
WAS
24
Wealth Advisory Solutions
Indiana
$478K +$599 +22 +0.1%
GEA
25
Glen Eagle Advisors
New Jersey
$414K -$34.5K -1,265 -8%