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Get Institutions for : 
Innovator S&p 500 Power Buffer Etf - February (PFEB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 133    1
Total shares held : 
 10,103,699  
% of shares held : 
 63.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -32  
Amount of shares held : 
 -499,766  
% of shares held change : 
   -3.16%  
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 :
9
 690,781
 6.84%
 
Increased Positions :
26
 801,944
 7.94%
 
Unchanged Positions :
39
 523,802
 5.18%
 
Decreased Positions :
59
-1,868,101
-18.49%
 
Closed Positions :
8
-124,390
-1.23%
 
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 62 *New 2024-03-31 112,978 $3,859,000 112,978
   YARGER WEALTH STRATEGIES LLC 16 *New 2024-03-31 86,734 $2,963,000 86,734
   Pensionmark Financial Group LLC 67 *New 2024-03-31 76,625 $2,618,000 76,625
   Certified Advisory Corp 90 *New 2024-03-31 66,819 $2,283,000 66,819
   JANE STREET GROUP LLC 2173 *New 2024-03-31 63,061 $2,154,000 63,061
   Bullseye Investment Management LLC 25 *New 2024-03-31 53,120 $1,815,000 53,120
   Atria Wealth Solutions Inc. 768 *New 2024-03-31 40,094 $1,370,000 40,094
   Cornerstone Wealth Group LLC 117 *New 2024-03-31 33,308 $1,138,000 33,308
   ABSOLUTE INVESTMENT MANAGEMENT LLC 26 *New 2024-03-31 31,788 $1,086,000 31,788
   WPWealth LLP 26 *New 2024-03-31 30,285 $1,035,000 30,285
   Cresset Asset Management LLC 1111 *New 2024-03-31 21,969 $750,000 21,969
   ASSET MANAGEMENT CORP /IL/ /ADV 43 *New 2023-03-31 24,530 $717,000 24,530
   Frisch Financial Group Inc. 48 *New 2024-03-31 20,637 $705,000 20,637
   RAYMOND JAMES & ASSOCIATES 2851 *New 2024-03-31 19,197 $656,000 19,197
   Pinnacle Wealth Management Group Inc. 44 *New 2024-03-31 19,031 $650,000 19,031
   Lakeridge Wealth Management LLC 51 *New 2024-03-31 17,050 $582,000 17,050
   GTS SECURITIES LLC 731 *New 2024-03-31 16,983 $580,000 16,983
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 142 *New 2024-03-31 15,897 $543,000 15,897
   KINGSWOOD WEALTH ADVISORS LLC 323 *New 2024-03-31 15,908 $543,000 15,908
   CAPTRUST FINANCIAL ADVISORS 1437 *New 2024-03-31 15,806 $540,000 15,806
   ARS Wealth Advisors Group LLC 94 *New 2024-03-31 15,476 $529,000 15,476
   Advisory Alpha LLC 209 *New 2024-03-31 15,294 $522,000 15,294
   OPPENHEIMER & CO INC 987 *New 2024-03-31 14,508 $496,000 14,508
   HANSON MCCLAIN, INC. 561 *New 2024-03-31 13,495 $461,000 13,495
   Straight Path Wealth Management 40 *New 2024-03-31 13,259 $453,000 13,259
   Cardinal Point Wealth Management Partners LLC 55 *New 2023-03-31 15,490 $453,000 15,490
   Beacon Financial Advisory LLC 136 *New 2024-03-31 12,250 $418,000 12,250
   MARINER WEALTH ADVISORS, LLC 2222 *New 2024-03-31 11,378 $389,000 11,378
   Capital Analysts Inc. 356 *New 2024-03-31 10,746 $367,000 10,746
   Feltz Wealth PLAN Inc. 239 *New 2024-03-31 9,946 $340,000 9,946
   Castellan Group LLC 57 *New 2024-03-31 9,965 $340,000 9,965
   PFG Advisors 515 *New 2024-03-31 9,081 $310,000 9,081
   SMITH SHELLNUT WILSON LLC /ADV 103 *New 2024-03-31 8,212 $281,000 8,212
   Delta Investment Management LLC 168 *New 2024-03-31 8,213 $281,000 8,213
   BANK OF AMERICA CORP /DE/ 4761 *New 2024-03-31 7,550 $258,000 7,550
   PRINCIPAL SECURITIES INC. 928 *New 2024-03-31 7,150 $244,000 7,150
   OConnor Financial Group LLC 39 *New 2024-03-31 6,937 $237,000 6,937
   Madison Wealth Partners Inc 120 *New 2024-03-31 6,185 $211,000 6,185
   PCA Investment Advisory Services Inc. 131 *New 2024-03-31 6,050 $207,000 6,050
   AYRSHIRE ASSOCIATES INC 371 *New 2024-03-31 1,100 $38,000 1,100
   CNB Bank 278 *New 2024-03-31 1,024 $35,000 1,024
   NBC SECURITIES INC. 1533 *New 2024-03-31 450 $15,000 450
   Anfield Capital Management LLC 140 *New 2024-03-31 345 $12,000 345
   Steward Partners Investment Advisory LLC 2720 *New 2024-03-31 359 $12,000 359
   Capital Investment Advisory Services LLC 920 *New 2024-03-31 30 $1,000 30
  45 Records found
  1    
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