Filing Research | INNOVATOR U.S. EQUITY POWER BUFFER ETF

Snapshot holdings

50 / 75 loaded

#		Instrument	quantity
1	CoreCap Advisors, LLC	Shares	197.9KSH	$9.7M
2	AA Financial Advisors, LLC	Shares	171.2KSH	$8.4M
3	Southland Equity Partners LLC	Shares	147.6KSH	$7.2M
4	MBL Wealth, LLC	Shares	141.1KSH	$6.9M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	132.3KSH	$5.9M
6	Brookstone Capital Management	Shares	116.9KSH	$5.7M
7	Farther Finance Advisors, LLC	Shares	82.7KSH	$4.0M
8	Composition Wealth, LLC	Shares	73.3KSH	$3.6M
9	CRA Financial Services, LLC	Shares	67.8KSH	$3.3M
10	Spire Wealth Management	Shares	60.7KSH	$3.0M
11	Elmwood Wealth Management, Inc.	Shares	60.5KSH	$3.0M
12	Certified Advisory Corp	Shares	58.0KSH	$2.8M
13	Berkshire Money Management, Inc.	Shares	44.1KSH	$2.2M
14	Lakeridge Wealth Management LLC	Shares	41.4KSH	$2.0M
15	BCS Wealth Management	Shares	39.8KSH	$1.9M
16	IFP Advisors, Inc	Shares	39.6KSH	$1.9M
17	Midwest Financial Network, LLC	Shares	37.7KSH	$1.8M
18	BENJAMIN EDWARDS INC	Shares	37.0KSH	$1.8M
19	Wisconsin Wealth Advisors, LLC	Shares	36.8KSH	$1.8M
20	KFG WEALTH MANAGEMENT, LLC	Shares	36.4KSH	$1.8M
21	Fortune Financial Advisors, LLC	Shares	36.4KSH	$1.8M
22	ARS Wealth Advisors Group, LLC	Shares	36.0KSH	$1.8M
23	Patriot Financial Group Insurance Agency, LLC	Shares	35.7KSH	$1.7M
24	O'Connor Financial Group LLC	Shares	34.8KSH	$1.7M
25	Diligent Investors, LLC	Shares	34.2KSH	$1.7M
26	Cypress Wealth Services, LLC	Shares	30.5KSH	$1.5M
27	Kearns & Associates LLC	Shares	25.8KSH	$1.3M
28	Merit Financial Group, LLC	Shares	25.3KSH	$1.2M
29	Castle Rock Wealth Management, LLC	Shares	24.9KSH	$1.2M
30	INDEPENDENT FINANCIAL GROUP, LLC	Shares	21.7KSH	$1.1M
31	Fragasso Financial Advisors Inc	Shares	21.5KSH	$1.0M
32	RFG Advisory, LLC	Shares	21.3KSH	$1.0M
33	Chris Bulman Inc	Shares	21.2KSH	$1.0M
34	Dynamic Advisor Solutions LLC	Shares	19.5KSH	$949.9K
35	FIDUCIARY FINANCIAL GROUP, LLC	Shares	19.0KSH	$927.5K
36	Encompass More Asset Management	Shares	18.7KSH	$910.9K
37	Cardinal Point Capital Management ULC	Shares	18.4KSH	$898.5K
38	Welch Financial Planning, LLC	Shares	18.1KSH	$881.6K
39	City Center Advisors, LLC	Shares	16.3KSH	$795.1K
40	AdvisorNet Financial, Inc	Shares	15.4KSH	$753.9K
41	J.W. COLE ADVISORS, INC.	Shares	14.2KSH	$694.6K
42	DHJJ Financial Advisors, Ltd.	Shares	13.5KSH	$656.7K
43	Lineweaver Wealth Advisors, LLC	Shares	12.7KSH	$618.8K
44	Focus Financial Network, Inc.	Shares	12.6KSH	$613.0K
45	Quest 10 Wealth Builders, Inc.	Shares	12.5KSH	$609.3K
46	XML Financial, LLC	Shares	12.2KSH	$594.2K
47	NorthCrest Asset Manangement, LLC	Shares	12.1KSH	$592.9K
48	Pinnacle Wealth Management Group, Inc.	Shares	12.1KSH	$589.6K
49	Alliance Wealth Advisors, LLC	Shares	11.2KSH	$546.7K
50	ATTICUS WEALTH MANAGEMENT, LLC	Shares	9.7KSH	$472.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 81 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+53.2K	+$2.5M	$5.9M
2	O'Connor Financial Group LLC new	Shares	+34.8K	+$1.7M	$1.7M
3	CoreCap Advisors, LLC added	Shares	+7.8K	+$919.7K	$9.7M
4	Farther Finance Advisors, LLC added	Shares	+12.3K	+$788.7K	$4.0M
5	J.W. COLE ADVISORS, INC. new	Shares	+14.2K	+$694.6K	$694.6K
6	AdvisorNet Financial, Inc added	Shares	+11.0K	+$548.9K	$753.9K
7	Southland Equity Partners LLC trimmed	Shares	-1.9K	+$334.2K	$7.2M
8	NorthCrest Asset Manangement, LLC added	Shares	+6.3K	+$323.2K	$592.9K
9	OFS Enterprise LLC new	Shares	+6.1K	+$300.0K	$300.0K
10	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new	Shares	+6.1K	+$297.3K	$297.3K
11	AA Financial Advisors, LLC trimmed	Shares	-5.9K	+$217.2K	$8.4M
12	Spire Wealth Management trimmed	Shares	-446	+$151.8K	$3.0M
13	ARS Wealth Advisors Group, LLC added	Shares	+980	+$147.4K	$1.8M
14	Encompass More Asset Management added	Shares	+1.9K	+$139.0K	$910.9K
15	Berkshire Money Management, Inc. unchanged	Shares	0	+$125.5K	$2.2M
16	Lakeridge Wealth Management LLC unchanged	Shares	0	+$117.7K	$2.0M
17	IFP Advisors, Inc trimmed	Shares	-5	+$112.2K	$1.9M
18	Wisconsin Wealth Advisors, LLC unchanged	Shares	0	+$104.7K	$1.8M
19	BENJAMIN EDWARDS INC trimmed	Shares	-446	+$84.6K	$1.8M
20	Pinnacle Wealth Management Group, Inc. added	Shares	+1.0K	+$80.3K	$589.6K
21	Kearns & Associates LLC unchanged	Shares	0	+$73.2K	$1.3M
22	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC added	Shares	+1.1K	+$72.6K	$400.9K
23	MBL Wealth, LLC trimmed	Shares	-7.4K	+$61.4K	$6.9M
24	Merit Financial Group, LLC trimmed	Shares	-230	+$61.4K	$1.2M
25	Castle Rock Wealth Management, LLC trimmed	Shares	-180	+$54.7K	$1.2M
26	Fragasso Financial Advisors Inc trimmed	Shares	-21	+$52.6K	$1.0M
27	Cardinal Point Capital Management ULC unchanged	Shares	0	+$52.3K	$898.5K
28	Welch Financial Planning, LLC trimmed	Shares	-160	+$44.0K	$881.6K
29	Dynamic Advisor Solutions LLC trimmed	Shares	-263	+$43.2K	$949.9K
30	FIDUCIARY FINANCIAL GROUP, LLC trimmed	Shares	-334	+$38.7K	$927.5K
31	City Center Advisors, LLC trimmed	Shares	-212	+$36.6K	$795.1K
32	Lineweaver Wealth Advisors, LLC unchanged	Shares	0	+$36.0K	$618.8K
33	Focus Financial Network, Inc. unchanged	Shares	0	+$35.7K	$613.0K
34	XML Financial, LLC unchanged	Shares	0	+$34.6K	$594.2K
35	Alliance Wealth Advisors, LLC unchanged	Shares	0	+$31.8K	$546.7K
36	Cape Investment Advisory, Inc. added	Shares	+300	+$30.0K	$278.2K
37	RIVERCHASE WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$23.5K	$403.1K
38	SOUTHERN CAPITAL SERVICES INC /ADV unchanged	Shares	0	+$17.5K	$300.3K
39	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$16.6K	$285.8K
40	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC unchanged	Shares	0	+$15.7K	$268.8K
41	Goldstein Advisors, LLC unchanged	Shares	0	+$15.2K	$261.5K
42	BROWN WEALTH MANAGEMENT, LLC trimmed	Shares	-73	+$14.6K	$307.7K
43	CITY HOLDING CO trimmed	Shares	-30	+$14.5K	$271.4K
44	INTEGRAL INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$14.5K	$248.2K
45	SCHNIEDERS CAPITAL MANAGEMENT, LLC. unchanged	Shares	0	+$14.3K	$245.0K
46	BridgePort Financial Solutions, LLC unchanged	Shares	0	+$14.1K	$242.3K
47	William Mack & Associates, Inc. unchanged	Shares	0	+$12.8K	$219.6K
48	SIGNATUREFD, LLC unchanged	Shares	0	+$9.2K	$158.3K
49	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$7.5K	$128.7K
50	Pacific Park Financial, Inc. trimmed	Shares	-127	+$7.3K	$225.7K

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