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Get Institutions for : 
Innovator Buffer Step-up Strategy Etf (BSTP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 28    3
Total shares held : 
 847,379  
% of shares held : 
 9.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 299,446  
% of shares held change : 
   3.33%  
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
 298,087
 35.18%
 
Increased Positions :
10
 39,892
 4.71%
 
Unchanged Positions :
6
 41,740
 4.93%
 
Decreased Positions :
8
-37,533
-4.43%
 
Closed Positions :
1
-1,000
-0.12%
 
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
   Brookstone Capital Management 172 - 2024-03-31 239,523 $7,247,000 10,792
   Sunbelt Securities Inc. 32 - 2024-03-31 181,204 $5,482,000 159,149
   D.B. Root & Company LLC 24 - 2024-03-31 79,857 $2,416,000 25,842
   COMMONWEALTH EQUITY SERVICES LLC. 1636 - 2024-03-31 79,804 $2,415,000 5,101
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 198 - 2024-03-31 45,756 $1,384,000 2,560
   Capital Investment Advisory Services LLC 154 - 2024-03-31 44,957 $1,360,000 22
   ENVESTNET ASSET MANAGEMENT INC 3165 - 2024-03-31 25,494 $771,000 8,997
   PRINCIPAL SECURITIES INC. 578 - 2024-03-31 20,692 $626,000 6,951
   Advisor Group Holdings Inc. 2959 - 2024-03-31 15,706 $475,000 12,214
   EQIS CAPITAL MANAGEMENT, INC. 628 - 2024-03-31 9,312 $282,000 901
   FINANCIAL NETWORK 2425 - 2024-03-31 8,052 $244,000 949
   FSA Advisors Inc. 119 - 2024-03-31 7,607 $230,000 117
   J P MORGAN CHASE & CO 4594 - 2024-03-31 2,284 $69,000 720
  13 Records found
  1    
  Page 1 of 1
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