Innovator ETFs Trust - BOCT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Penserra Capital Management LLC | History | Added to | 497,836 | 26,396 | 0.2% | 0.23% | 1 | +82,949 | 19.99% | Q2 2026 | Aug 13, 2026 |
| COFG Advisors, LLC | History | Reduced | 370,725 | 19,656 | 3.39% | 4.4% | 2 | -371 | -0.1% | Q2 2026 | Aug 14, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 296,555 | 15,723 | 3.46% | 3.47% | 3 | +6,092 | 2.1% | Q2 2026 | Jul 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 256,223 | 13,585 | 0.02% | 0.02% | 4 | -10,022 | -3.76% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | Reduced | 164,026 | 8,696 | 0.01% | 0.01% | 5 | -17,631 | -9.71% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 162,570 | 8,619 | 0.01% | 0.01% | 6 | +1,058 | 0.66% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 139,210 | 7,380 | 0.01% | 0.01% | 7 | +20,301 | 17.07% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 124,423 | 6,597 | 0.01% | 0.01% | 8 | -32,190 | -20.55% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 111,361 | 5,904 | 0.0% | 0.0% | 9 | -9,505 | -7.86% | Q2 2026 | Aug 03, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 74,509 | 3,950 | 0.06% | 0.02% | 10 | +44,994 | 152.44% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 72,829 | 3,861 | 0.0% | 0.0% | 11 | +32,323 | 79.8% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 72,096 | 3,822 | 0.01% | 0.0% | 12 | +49,574 | 220.11% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Reduced | 68,577 | 3,636 | 0.0% | 0.0% | 13 | -2,156 | -3.05% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 65,227 | 3,458 | 0.01% | 0.01% | 14 | -1,500 | -2.25% | Q2 2026 | Aug 13, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 63,507 | 3,367 | 0.18% | 0.19% | 15 | -1,882 | -2.88% | Q2 2026 | Jul 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 57,326 | 3,039 | 0.01% | 0.01% | 16 | -10,767 | -15.81% | Q2 2026 | Jul 28, 2026 |
| Berkshire Money Management, Inc. | History | No change | 55,587 | 2,947 | 0.27% | 0.27% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 50,090 | 2,655 | 0.0% | 0.0% | 18 | -419 | -0.83% | Q2 2026 | Aug 14, 2026 |
| Wealthquest Corp | History | Reduced | 43,921 | 2,328 | 0.15% | 0.17% | 19 | -676 | -1.52% | Q2 2026 | Jul 23, 2026 |
| Global Assets Advisory, LLC | History | New | 40,715 | 2,160 | 0.47% | — | 20 | +40,715 | New | Q2 2026 | Jul 27, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 38,493 | 2,040 | 0.25% | 0.27% | 21 | -1,117 | -2.82% | Q2 2026 | Aug 05, 2026 |
| FSA Advisors, Inc. | History | Reduced | 38,464 | 2,039 | 0.94% | 1.25% | 22 | -992 | -2.51% | Q2 2026 | Aug 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 38,000 | 2,015 | 0.0% | 0.0% | 23 | +1,667 | 4.59% | Q2 2026 | Jul 27, 2026 |
| Diversify Advisory Services, LLC | History | New | 36,710 | 1,944 | 0.03% | — | 25 | +36,710 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 36,710 | 1,944 | 0.03% | 0.03% | 24 | -740 | -1.98% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 36,320 | 1,925 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 35,022 | 1,856 | 0.01% | 0.01% | 27 | -8,225 | -19.02% | Q2 2026 | Aug 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 34,619 | 1,835 | 0.01% | 0.01% | 28 | +2,862 | 9.01% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 33,473 | 1,766 | 0.0% | 0.0% | 29 | +31,621 | 1707.4% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 30,347 | 1,609 | 0.0% | 0.0% | 30 | +3,205 | 11.81% | Q2 2026 | Aug 12, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 30,338 | 1,608 | 0.23% | 0.24% | 31 | -556 | -1.8% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 29,869 | 1,584 | 0.0% | 0.0% | 32 | -1,398 | -4.47% | Q2 2026 | Aug 05, 2026 |
| Weaver Consulting Group | History | Reduced | 27,090 | 1,436 | 0.29% | 0.31% | 33 | -96 | -0.35% | Q2 2026 | Jul 29, 2026 |
| Diligent Investors, LLC | History | Reduced | 25,131 | 1,332 | 0.3% | 0.3% | 34 | -42 | -0.17% | Q2 2026 | Jul 24, 2026 |
| World Investment Advisors | History | Reduced | 23,990 | 1,255 | 0.02% | 0.02% | 35 | -1,095 | -4.37% | Q2 2026 | Aug 13, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 23,473 | 1,244 | 0.42% | 0.43% | 36 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lantz Financial LLC | History | Reduced | 22,899 | 1,214 | 0.22% | 0.23% | 37 | -47 | -0.2% | Q2 2026 | Jul 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 21,961 | 1,164 | 0.34% | 0.35% | 38 | -173 | -0.78% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | Reduced | 20,706 | 1,097 | 0.01% | 0.01% | 39 | -1,263 | -5.75% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | New | 19,591 | 1,038 | 0.0% | — | 40 | +19,591 | New | Q2 2026 | Aug 14, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 19,415 | 1,029 | 0.38% | 0.29% | 41 | +5,112 | 35.74% | Q2 2026 | Jul 23, 2026 |
| My Personal CFO, LLC | History | Reduced | 19,400 | 1,028 | 0.4% | 0.5% | 42 | -4,335 | -18.26% | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | History | Added to | 18,240 | 967 | 0.03% | 0.03% | 43 | +2 | 0.01% | Q2 2026 | Jul 15, 2026 |
| CWM, LLC | History | No change | 18,830 | 903 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 16,841 | 892 | 0.02% | 0.02% | 45 | -61 | -0.36% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Reduced | 16,430 | 871 | 0.02% | 0.02% | 46 | -804 | -4.67% | Q2 2026 | Aug 07, 2026 |
| City Center Advisors, LLC | History | Reduced | 15,946 | 845 | 0.68% | 0.72% | 47 | -352 | -2.16% | Q2 2026 | Jul 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 14,681 | 778 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 13,697 | 726 | 0.18% | 0.18% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 13,611 | 721 | 0.02% | 0.02% | 50 | -7 | -0.05% | Q2 2026 | Jul 07, 2026 |
| Krilogy Financial LLC | History | Reduced | 12,918 | 684 | 0.02% | 0.02% | 51 | -1,167 | -8.29% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | Added to | 12,304 | 652 | 0.0% | 0.02% | 52 | +689 | 5.93% | Q2 2026 | Aug 10, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 12,101 | 641 | 0.47% | 0.56% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 10,453 | 554 | 0.02% | 0.02% | 54 | -1,504 | -12.58% | Q2 2026 | Jul 06, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 10,425 | 552 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TopTier Wealth Management, LLC | History | No change | 10,379 | 550 | 0.33% | 0.31% | 56 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Global Trust Wealth Management LLC | History | No change | 10,200 | 540 | 0.37% | 0.37% | 57 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Brookstone Capital Management | History | Reduced | 10,163 | 538 | 0.01% | 0.34% | 59 | -611,401 | -98.36% | Q2 2026 | Jul 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 10,163 | 538 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WPWealth LLP | History | No change | 9,582 | 508 | 0.08% | 0.07% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,243 | 490 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grantvest Financial Group LLC | History | No change | 9,049 | 479 | 0.28% | 0.28% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 8,860 | 476 | 0.03% | 0.05% | 63 | -3,389 | -27.67% | Q2 2026 | Aug 10, 2026 |
| BCS Wealth Management | History | Reduced | 8,964 | 475 | 0.09% | 0.09% | 64 | -580 | -6.08% | Q2 2026 | Jul 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 8,857 | 469 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,814 | 467 | 0.01% | 0.01% | 66 | +64 | 0.73% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 8,804 | 466 | 0.01% | 0.01% | 67 | -815 | -8.47% | Q2 2026 | Jul 20, 2026 |
| Straight Path Wealth Management | History | Reduced | 8,459 | 448 | 0.1% | 0.11% | 68 | -66 | -0.77% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 8,273 | 438 | 0.01% | 0.02% | 69 | -19,837 | -70.57% | Q2 2026 | Aug 10, 2026 |
| XML Financial, LLC | History | Reduced | 8,175 | 433 | 0.03% | 0.03% | 70 | -302 | -3.56% | Q2 2026 | Jul 24, 2026 |
| Bellwether Advisors, LLC | History | No change | 8,147 | 431 | 0.06% | 0.07% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | New | 8,105 | 429 | 0.01% | — | 72 | +8,105 | New | Q2 2026 | Aug 06, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 8,051 | 426 | 0.24% | 0.27% | 73 | -802 | -9.06% | Q2 2026 | Aug 07, 2026 |
| Trek Financial, LLC | History | Added to | 8,010 | 424 | 0.02% | 0.02% | 74 | +30 | 0.38% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 7,758 | 411 | 0.01% | — | 75 | +7,758 | New | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 7,655 | 405 | 0.01% | 0.01% | 76 | -629 | -7.59% | Q2 2026 | Jul 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 7,499 | 397 | 0.02% | 0.01% | 77 | +2,981 | 65.98% | Q2 2026 | Jul 20, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 7,442 | 394 | 0.01% | 0.01% | 78 | -180 | -2.36% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,449 | 394 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CITADEL ADVISORS LLC | History | New | 7,066 | 374 | 0.0% | — | 80 | +7,066 | New | Q2 2026 | Sep 02, 2026 |
| Advisory Services Network, LLC | History | No change | 6,729 | 356 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Financial Advisory LLC | History | No change | 6,540 | 346 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,079 | 324 | 0.0% | 0.01% | 83 | -71,493 | -92.16% | Q2 2026 | Jul 15, 2026 |
| Rothschild Wealth LLC | History | No change | 6,000 | 318 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GWN SECURITIES INC. | History | Reduced | 5,962 | 316 | 0.05% | 0.16% | 85 | -11,546 | -65.95% | Q2 2026 | Aug 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 5,811 | 308 | 0.0% | — | 86 | +5,811 | New | Q2 2026 | Jul 28, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 5,754 | 305 | 0.0% | 0.0% | 87 | -50 | -0.86% | Q2 2026 | Aug 14, 2026 |
| Three Seasons Wealth, LLC | History | No change | 5,570 | 295 | 0.03% | 0.1% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 4,931 | 261 | 0.0% | 0.0% | 89 | -128 | -2.53% | Q2 2026 | Jul 15, 2026 |
| Retirement Planning Group, LLC | History | No change | 4,492 | 238 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Old Port Advisors | History | No change | 4,500 | 238 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,378 | 232 | 0.0% | 0.0% | 92 | -180 | -3.95% | Q2 2026 | Aug 12, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 4,350 | 230 | 0.1% | 0.1% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,098 | 217 | 0.0% | 0.0% | 94 | -98 | -2.34% | Q2 2026 | Jul 20, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 4,076 | 216 | 0.01% | 0.03% | 95 | -4,576 | -52.89% | Q2 2026 | Jul 30, 2026 |
| First Heartland Consultants, Inc. | History | New | 4,084 | 216 | 0.01% | — | 96 | +4,084 | New | Q2 2026 | Jul 08, 2026 |
| Visionary Wealth Advisors | History | Reduced | 3,980 | 211 | 0.01% | 0.01% | 97 | -357 | -8.23% | Q2 2026 | Aug 13, 2026 |
| GTS FINANCIAL, LLC | History | New | 4,642 | 210 | 0.15% | — | 98 | +4,642 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,697 | 196 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,019 | 160 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 3,012 | 159 | 0.09% | 0.11% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Continuum Advisory, LLC | History | New | 2,890 | 153 | 0.01% | — | 102 | +2,890 | New | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 2,809 | 148 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weaver Capital Management LLC | History | No change | 2,706 | 129 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Operose Advisors LLC | History | New | 2,061 | 109 | 0.02% | — | 105 | +2,061 | New | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 1,458 | 77 | 0.08% | 0.06% | 106 | +167 | 12.94% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | No change | 1,418 | 75 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AdvisorNet Financial, Inc | History | No change | 811 | 43 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vision Retirement, LLC | History | New | 735 | 38 | 0.01% | — | 110 | +735 | New | Q2 2026 | Jul 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 725 | 38 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 750 | 35 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | New | 600 | 31 | 0.01% | — | 112 | +600 | New | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 515 | 27 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 500 | 26 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | New | 444 | 23 | 0.0% | — | 115 | +444 | New | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 400 | 21 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Caitlin John, LLC | History | No change | 370 | 19 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 289 | 15 | 0.0% | 0.0% | 118 | -289 | -50.0% | Q2 2026 | Jul 21, 2026 |
| Bullock Wealth Management Group | History | No change | 147 | 7 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 116 | 6 | 0.0% | — | 120 | +116 | New | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COUNTRY TRUST BANK | History | New | 77 | 4 | 0.0% | — | 122 | +77 | New | Q2 2026 | Jul 15, 2026 |
| Larson Financial Group LLC | History | No change | 71 | 3 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HFG Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.07% | — | -40,349 | -100.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,729 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Chris Bulman Inc | History | Closed out | 0 | 0 | — | 0.2% | — | -9,395 | -100.0% | Q2 2026 | Jul 22, 2026 |
| CORRADO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -9,132 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Summit Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,637 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Selby Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -8,100 | -100.0% | Q2 2026 | Jul 09, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -5,396 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -4,957 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,118 | -100.0% | Q2 2026 | Aug 14, 2026 |