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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 157    7
Total shares held : 
 13,532,624  
% of shares held : 
 14.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 1,525,980  
% of shares held change : 
   1.66%  
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 :
20
 257,414
 1.9%
 
Increased Positions :
50
 2,112,020
 15.61%
 
Unchanged Positions :
33
 771,188
 5.7%
 
Decreased Positions :
54
-673,875
-4.98%
 
Closed Positions :
13
-169,579
-1.25%
 
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
   Carnick & Kubik Group LLC 15 *New 2024-03-31 432,186 $16,903,000 432,186
   Legacy CG LLC 5 *New 2024-03-31 366,965 $14,352,000 366,965
   MARINER WEALTH ADVISORS, LLC 527 *New 2024-03-31 240,260 $9,397,000 240,260
   ATRIA INVESTMENTS LLC 187 *New 2024-03-31 231,996 $9,073,000 231,996
   BROWN WEALTH MANAGEMENT LLC 17 *New 2024-03-31 101,719 $3,978,000 101,719
   Pallas Capital Advisors LLC 122 *New 2024-03-31 80,387 $3,144,000 80,387
   Outlook Wealth Advisors LLC 24 *New 2024-03-31 77,733 $3,040,000 77,733
   PRIVATE CLIENT SERVICES LLC 20 *New 2024-03-31 56,181 $2,197,000 56,181
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 23 *New 2024-03-31 55,134 $2,156,000 55,134
   Certified Advisory Corp 98 *New 2024-03-31 49,761 $1,946,000 49,761
   JANE STREET GROUP LLC 2309 *New 2024-03-31 48,701 $1,905,000 48,701
   YARGER WEALTH STRATEGIES LLC 26 *New 2024-03-31 42,040 $1,644,000 42,040
   Jessup Wealth Management Inc 34 *New 2024-03-31 38,218 $1,495,000 38,218
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 41 *New 2024-03-31 35,735 $1,398,000 35,735
   OConnor Financial Group LLC 24 *New 2024-03-31 32,300 $1,263,000 32,300
   Tradition Wealth Management LLC 136 *New 2024-03-31 30,488 $1,192,000 30,488
   Hartland & Co. LLC 221 *New 2024-03-31 26,581 $1,044,000 26,581
   Lakeridge Wealth Management LLC 32 *New 2024-03-31 24,878 $973,000 24,878
   Financial Network Wealth Advisors LLC 35 *New 2024-03-31 21,607 $845,000 21,607
   Cresset Asset Management LLC 1045 *New 2024-03-31 21,582 $844,000 21,582
   Parker Financial LLC 28 *New 2024-03-31 19,571 $765,000 19,571
   STEPHENS INC /AR/ 747 *New 2024-03-31 15,030 $588,000 15,030
   Snowden Capital Advisors LLC 694 *New 2024-03-31 14,343 $561,000 14,343
   MBL Wealth LLC 125 *New 2024-03-31 13,771 $539,000 13,771
   CREATIVE FINANCIAL DESIGNS INC /ADV 255 *New 2024-03-31 13,739 $537,000 13,739
   Frisch Financial Group Inc. 66 *New 2024-03-31 12,107 $474,000 12,107
   J.W. COLE ADVISORS INC. 607 *New 2024-03-31 9,815 $384,000 9,815
   Bullseye Investment Management LLC 39 *New 2024-03-31 9,370 $366,000 9,370
   Beacon Financial Advisory LLC 156 *New 2024-03-31 9,017 $353,000 9,017
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 332 *New 2024-03-31 8,880 $347,000 8,880
   PCA Investment Advisory Services Inc. 74 *New 2024-03-31 8,690 $340,000 8,690
   Berkshire Money Management Inc. 61 *New 2024-03-31 8,204 $321,000 8,204
   Berger Financial Group Inc 272 *New 2024-03-31 7,924 $310,000 7,924
   Advance Capital Management Inc. 115 *New 2024-03-31 7,239 $283,000 7,239
   Cornerstone Wealth Group LLC 207 *New 2024-03-31 6,413 $251,000 6,413
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 292 *New 2024-03-31 6,189 $242,000 6,189
   Madison Wealth Partners Inc 112 *New 2024-03-31 5,915 $231,000 5,915
   Leading Edge Financial Planning LLC 43 *New 2024-03-31 5,716 $224,000 5,716
   GTS SECURITIES LLC 1118 *New 2024-03-31 5,685 $222,000 5,685
   BROWN BROTHERS HARRIMAN & CO 507 *New 2024-03-31 5,505 $215,000 5,505
   Prosperity Financial Group Inc. 132 *New 2024-03-31 5,367 $210,000 5,367
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 134 *New 2024-03-31 4,184 $164,000 4,184
   ABSOLUTE INVESTMENT MANAGEMENT LLC 122 *New 2024-03-31 1,866 $73,000 1,866
   HORIZON INVESTMENTS, LLC/SC 634 *New 2024-03-31 926 $36,000 926
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1223 *New 2024-03-31 800 $31,000 800
   Anfield Capital Management LLC 139 *New 2024-03-31 304 $12,000 304
   Capital Investment Advisory Services LLC 913 *New 2024-03-31 40 $2,000 40
  47 Records found
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