We are live on ! Find out more
ZSEP icon

Innovator Equity Defined Protection ETF - 1 Yr September

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
26
Three Seasons Wealth
Utah
$885K – – –
FA
27
FSA Advisors
Michigan
$861K -$95.3K -3,579 -10%
TWM
28
TopTier Wealth Management
Wisconsin
$817K +$812K +30,500 New
Advisory Services Network
29
Advisory Services Network
Georgia
$796K – – –
MML Investors Services
30
MML Investors Services
Massachusetts
$796K +$115K +4,317 +17%
Morgan Stanley
31
Morgan Stanley
New York
$762K +$757K +28,454 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$736K -$14.1K -530 -2%
LWA
33
Lineweaver Wealth Advisors
Ohio
$714K – – –
KCM
34
Key Capital Management
Tennessee
$676K +$672K +25,234 New
CA
35
Centennial Advisors
Texas
$653K +$649K +24,368 New
CVA
36
Central Valley Advisors
California
$638K – – –
Beacon Pointe Advisors
37
Beacon Pointe Advisors
California
$575K – – –
CWS
38
Cypress Wealth Services
California
$563K – – –
JP Morgan Chase
39
JP Morgan Chase
New York
$517K +$514K +19,317 New
GEA
40
Glen Eagle Advisors
New Jersey
$489K -$5.32K -200 -1%
Steward Partners Investment Advisory
41
Steward Partners Investment Advisory
New York
$417K – – –
MSFS
42
Main Street Financial Solutions
Pennsylvania
$414K – – –
Harbour Investments
43
Harbour Investments
Wisconsin
$406K -$113K -4,263 -22%
CFS
44
Commonwealth Financial Services
West Virginia
$403K -$43.4K -1,631 -10%
W
45
WorthPointe
California
$393K -$45.2K -1,700 -10%
SFA
46
Souders Financial Advisors
Ohio
$391K -$3.01K -113 -0.8%
CB
47
Chris Bulman
California
$388K -$8.28K -311 -2%
FA
48
FC Advisory
Pennsylvania
$376K – – –
MA
49
Mutual Advisors
Nebraska
$371K – – –
Waverly Advisors
50
Waverly Advisors
Alabama
$357K +$355K +13,330 New