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ZSEP

Innovator Equity Defined Protection ETF - 1 Yr September

Name Holding Trade Value Shares
Change
Change in
Stake
TF
51
Trek Financial
Arizona
$327K
IWP
52
Insight Wealth Partners
Texas
$280K
CW
53
CreativeOne Wealth
Kansas
$266K -$54 -2 -0%
SIA
54
Soltis Investment Advisors
Utah
$262K
W
55
WPWealth
Texas
$258K
AIC
56
Archer Investment Corporation
Indiana
$251K -$67K -2,496 -21%
SVWAG
57
Sound View Wealth Advisors Group
Georgia
$247K
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$235K +$236K +8,800 New
CA
59
Clearstead Advisors
Ohio
$227K
HWM
60
HFG Wealth Management
Texas
$227K -$805 -30 -0.4%
MFGM
61
Marshall Financial Group (Maryland)
Maryland
$217K
FA
62
FC Advisory
Pennsylvania
$212K -$164K -6,110 -43%
AA
63
Advisory Alpha
Michigan
$209K
AWMI
64
Aegis Wealth Management (Iowa)
Iowa
$209K -$1.91K -71 -0.9%
HI
65
Harbour Investments
Wisconsin
$202K -$204K -7,608 -50%
Barclays
66
Barclays
United Kingdom
$196K +$194K +7,231 +5,927%
ATPW
67
Ashton Thomas Private Wealth
Arizona
$152K +$153K +5,695 New
AF
68
Allworth Financial
California
$127K
FFA
69
Farther Finance Advisors
California
$120K -$1.1K -41 -0.9%
HIA
70
Harbor Investment Advisory
Maryland
$107K
EWM
71
Evolution Wealth Management
Florida
$63.9K
NA
72
Networth Advisors
Pennsylvania
$42K -$2.36K -88 -5%
FNWA
73
Financial Network Wealth Advisors
Utah
$38.6K
CA
74
CoreCap Advisors
Michigan
$35.5K -$537 -20 -1%
GIA
75
GHP Investment Advisors
Colorado
$28.8K +$28.9K +1,076 New