INNOVATOR ED D15 BUFF JAN - 45784N544
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Elmwood Wealth Management, Inc. | History | New | 221,017 | 4,146 | 1.15% | — | 1 | +221,017 | New | Q1 2026 | Apr 09, 2026 |
| ACT Advisors, LLC. | History | New | 27,986 | 525 | 0.22% | — | 2 | +27,986 | New | Q1 2026 | Apr 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 14,173 | 265 | 0.09% | — | 3 | +14,173 | New | Q1 2026 | Apr 09, 2026 |
| Southland Equity Partners LLC | History | New | 11,160 | 209 | 0.04% | — | 4 | +11,160 | New | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | New | 420 | 7 | 0.0% | — | 5 | +420 | New | Q1 2026 | Apr 13, 2026 |