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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 35    2
Total shares held : 
 499,729  
% of shares held : 
 5.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -283,761  
% of shares held change : 
   -3.15%  
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 :
4
 26,547
 5.31%
 
Increased Positions :
5
 37,423
 7.49%
 
Unchanged Positions :
11
 108,697
 21.75%
 
Decreased Positions :
15
-236,153
-47.26%
 
Closed Positions :
6
-111,578
-22.33%
 
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
   Advance Capital Management Inc. 6 *New 2024-03-31 1,128,149 $36,845,000 1,128,149
   We Are One Seven LLC 19 *New 2024-03-31 448,508 $14,648,000 448,508
   CENTRAL VALLEY ADVISORS LLC 5 *New 2024-03-31 250,353 $8,177,000 250,353
   Worth Financial Advisory Group LLC 14 *New 2024-03-31 81,315 $2,656,000 81,315
   Donald L. Hagan LLC 28 *New 2024-03-31 45,807 $1,496,000 45,807
   BCJ Capital Management LLC 161 *New 2024-03-31 31,194 $1,019,000 31,194
   Atria Wealth Solutions Inc. 943 *New 2024-03-31 28,176 $920,000 28,176
   Sigma Planning Corp 588 *New 2024-03-31 23,525 $768,000 23,525
   Encompass More Asset Management 46 *New 2024-03-31 17,494 $571,000 17,494
   Kestra Advisory Services LLC 1602 *New 2024-03-31 16,369 $535,000 16,369
   Ausdal Financial Partners Inc. 260 *New 2024-03-31 16,237 $530,000 16,237
   Cetera Investment Advisers 2737 *New 2024-03-31 12,715 $415,000 12,715
   RFG Advisory Group LLC 562 *New 2024-03-31 11,153 $364,000 11,153
   RETIREMENT PLANNING GROUP 161 *New 2024-03-31 10,275 $336,000 10,275
   MULTIFINANCIAL SECURITIES CORP 1902 *New 2024-03-31 9,531 $311,000 9,531
   AE Wealth Management LLC 1009 *New 2024-03-31 7,646 $250,000 7,646
   LPL FINANCIAL CORP 4348 *New 2024-03-31 6,643 $217,000 6,643
   ADVISORY SERVICES NETWORK, LLC 1331 *New 2024-03-31 6,255 $204,000 6,255
   Occidental Asset Management LLC 190 *New 2024-03-31 6,218 $203,000 6,218
   J P MORGAN CHASE & CO 4377 *New 2024-03-31 3,924 $128,000 3,924
   Steward Partners Investment Advisory LLC 1819 *New 2024-03-31 2,760 $90,000 2,760
   BANK OF MONTREAL /CAN/ 3094 *New 2024-03-31 1,000 $33,000 1,000
   Continuum Advisory LLC 690 *New 2024-03-31 986 $32,000 986
   Capital Investment Advisory Services LLC 738 *New 2024-03-31 775 $25,000 775
  24 Records found
  1    
  Page 1 of 1
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