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Get Institutions for : 
Innovator S&p 500 Buffer Etf (BAPR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    5
Total shares held : 
2,448,804  
% of shares held : 
67.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -18  
Amount of shares held : 
-383,665  
% of shares held change : 
  -10.62%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 5,365
 0.22%
 
Increased Positions :
15
 81,641
 3.33%
 
Unchanged Positions :
31
 364,386
 14.88%
 
Decreased Positions :
28
-156,224
-6.38%
 
Closed Positions :
7
-314,447
-12.84%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   HPM Partners LLC 1126 *New 2024-03-31 34,850 $1,395,000 34,850
   Castellan Group LLC 55 *New 2024-03-31 13,400 $537,000 13,400
   RFG Advisory Group LLC 500 *New 2024-03-31 12,564 $503,000 12,564
   Tradition Wealth Management LLC 257 *New 2024-03-31 9,798 $392,000 9,798
   FINANCIAL ARCHITECTS INC 281 *New 2023-06-30 7,427 $266,000 7,427
   Souders Financial Advisors 151 *New 2024-03-31 5,857 $235,000 5,857
   Keystone Wealth Services LLC 209 *New 2024-03-31 5,269 $211,000 5,269
   Anfield Capital Management LLC 90 *New 2024-03-31 1,600 $64,000 1,600
   HANSON MCCLAIN, INC. 1268 *New 2024-03-31 1,356 $54,000 1,356
   Continuum Advisory LLC 889 *New 2024-03-31 315 $13,000 315
   J P MORGAN CHASE & CO 5003 *New 2024-03-31 300 $12,000 300
   CWM LLC 3360 *New 2024-03-31 234 $9,000 234

  12 Records found
  1    
  Page 1 of 1
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