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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 123    0
Total shares held : 
 7,765,990  
% of shares held : 
 17.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -50  
Amount of shares held : 
 -966,769  
% of shares held change : 
   -2.17%  
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 :
8
 144,476
 1.86%
 
Increased Positions :
11
 558,976
 7.2%
 
Unchanged Positions :
43
 615,757
 7.93%
 
Decreased Positions :
61
-1,555,952
-20.04%
 
Closed Positions :
8
-114,269
-1.47%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   PERSONAL CFO SOLUTIONS LLC 3 *New 2024-03-31 516,789 $19,023,000 516,789
   WEST MICHIGAN ADVISORS LLC 6 *New 2024-03-31 220,417 $8,114,000 220,417
   Comprehensive Financial Consultants Institutional 14 *New 2024-03-31 97,374 $3,584,000 97,374
   Outlook Wealth Advisors LLC 22 *New 2024-03-31 90,543 $3,333,000 90,543
   Belpointe Asset Management LLC 82 *New 2024-03-31 90,091 $3,316,000 90,091
   Cresset Asset Management LLC 506 *New 2024-03-31 73,577 $2,708,000 73,577
   Catalina Capital Group LLC 23 *New 2024-03-31 57,325 $2,110,000 57,325
   YARGER WEALTH STRATEGIES LLC 21 *New 2024-03-31 56,407 $2,076,000 56,407
   Frisch Financial Group Inc. 30 *New 2024-03-31 45,744 $1,684,000 45,744
   Certified Advisory Corp 107 *New 2024-03-31 40,843 $1,503,000 40,843
   Cornerstone Wealth Group LLC 109 *New 2024-03-31 39,125 $1,440,000 39,125
   Castle Rock Wealth Management LLC 83 *New 2024-03-31 37,857 $1,367,000 37,857
   Bullseye Investment Management LLC 27 *New 2024-03-31 37,039 $1,363,000 37,039
   Change Path LLC 342 *New 2024-03-31 32,227 $1,186,000 32,227
   Atria Wealth Solutions Inc. 847 *New 2024-03-31 31,175 $1,148,000 31,175
   ARS Wealth Advisors Group LLC 69 *New 2024-03-31 25,842 $951,000 25,842
   CRA Financial Services LLC 92 *New 2024-03-31 22,267 $820,000 22,267
   MARINER WEALTH ADVISORS, LLC 1682 *New 2024-03-31 21,326 $785,000 21,326
   RETIREMENT PLANNING GROUP 118 *New 2024-03-31 19,774 $728,000 19,774
   MBL Wealth LLC 103 *New 2024-03-31 19,596 $721,000 19,596
   Foundations Investment Advisors LLC 419 *New 2024-03-31 16,793 $618,000 16,793
   Ascent Wealth Partners LLC 121 *New 2024-03-31 16,683 $614,000 16,683
   Maltin Wealth Management Inc. 74 *New 2024-03-31 14,659 $540,000 14,659
   PFG Investments LLC 504 *New 2024-03-31 14,331 $528,000 14,331
   Consolidated Portfolio Review Corp 153 *New 2024-03-31 14,331 $528,000 14,331
   Orion Portfolio Solutions LLC 1354 *New 2024-03-31 11,041 $406,000 11,041
   FIRST CITY CAPITAL MANAGEMENT INC 124 *New 2024-03-31 9,495 $350,000 9,495
   ORBA Wealth Advisors L.L.C. 72 *New 2024-03-31 9,513 $350,000 9,513
   Fiduciary Alliance LLC 148 *New 2024-03-31 8,844 $326,000 8,844
   SMITH SHELLNUT WILSON LLC /ADV 98 *New 2024-03-31 8,500 $313,000 8,500
   Arkadios Wealth Advisors 532 *New 2024-03-31 8,307 $306,000 8,307
   SageView Advisory Group LLC 422 *New 2024-03-31 8,086 $295,000 8,086
   Annis Gardner Whiting Capital Advisors LLC 151 *New 2024-03-31 7,949 $293,000 7,949
   Cedar Brook Financial Partners LLC 331 *New 2024-03-31 7,623 $281,000 7,623
   Csenge Advisory Group 587 *New 2024-03-31 7,165 $264,000 7,165
   Ausdal Financial Partners Inc. 404 *New 2024-03-31 6,703 $247,000 6,703
   CYPRESS FINANCIAL PLANNING LLC 62 *New 2024-03-31 6,411 $236,000 6,411
   Koshinski Asset Management Inc. 535 *New 2024-03-31 5,625 $207,000 5,625
   CREATIVE FINANCIAL DESIGNS INC /ADV 525 *New 2024-03-31 3,300 $121,000 3,300
   Geneos Wealth Management Inc. 833 *New 2024-03-31 2,850 $105,000 2,850
   CNB Bank 339 *New 2024-03-31 473 $17,000 473
   Anfield Capital Management LLC 141 *New 2024-03-31 313 $12,000 313
  42 Records found
  1    
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