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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 152    5
Total shares held : 
12,995,725  
% of shares held : 
84.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -55  
Amount of shares held : 
-1,338,504  
% of shares held change : 
  -8.71%  
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 :
5
 31,509
 0.24%
 
Increased Positions :
20
 352,238
 2.71%
 
Unchanged Positions :
57
 1,192,991
 9.18%
 
Decreased Positions :
70
-1,498,469
-11.53%
 
Closed Positions :
10
-223,782
-1.72%
 
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
   Tradition Wealth Management LLC 42 *New 2024-03-31 182,082 $6,116,000 182,082
   Outlook Wealth Advisors LLC 16 *New 2024-03-31 129,247 $4,341,000 129,247
   NovaPoint Capital LLC 49 *New 2024-03-31 65,817 $2,211,000 65,817
   Lloyd Advisory Services LLC. 50 *New 2024-03-31 40,179 $1,436,000 40,179
   ARS Wealth Advisors Group LLC 59 *New 2024-03-31 33,752 $1,134,000 33,752
   Hartland & Co. LLC 218 *New 2024-03-31 32,791 $1,102,000 32,791
   Cornerstone Wealth Group LLC 125 *New 2024-03-31 28,708 $964,000 28,708
   JT Stratford LLC 192 *New 2024-03-31 14,024 $471,000 14,024
   Per Stirling Capital Management LLC. 153 *New 2024-03-31 13,382 $450,000 13,382
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 314 *New 2024-03-31 11,986 $403,000 11,986
   GeoWealth Management LLC 524 *New 2024-03-31 10,357 $348,000 10,357
   Core Wealth Advisors Inc. 51 *New 2024-03-31 7,964 $268,000 7,964
   U.S. Capital Wealth Advisors LLC 596 *New 2024-03-31 7,701 $259,000 7,701
   Csenge Advisory Group 598 *New 2024-03-31 7,504 $252,000 7,504
   Global Strategic Investment Solutions LLC 146 *New 2024-03-31 6,151 $207,000 6,151
   Belpointe Asset Management LLC 730 *New 2024-03-31 6,065 $204,000 6,065
   BROWN BROTHERS HARRIMAN & CO 605 *New 2024-03-31 3,840 $129,000 3,840
   Anfield Capital Management LLC 144 *New 2024-03-31 340 $11,000 340
   CWM LLC 3361 *New 2024-03-31 255 $9,000 255

  19 Records found
  1    
  Page 1 of 1
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