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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 27    1
Total shares held : 
2,167,518  
% of shares held : 
21.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
-88,070  
% of shares held change : 
  -0.87%  
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 :
3
 28,808
 1.33%
 
Increased Positions :
10
 145,304
 6.7%
 
Unchanged Positions :
7
 34,408
 1.59%
 
Decreased Positions :
7
-40,021
-1.85%
 
Closed Positions :
4
-222,161
-10.25%
 
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
   KFG WEALTH MANAGEMENT LLC 3 - 2024-03-31 472,811 $13,950,000 15,824
   AIRE ADVISORS LLC 11 - 2024-03-31 378,357 $11,163,000 2,509
   COMMONWEALTH EQUITY SERVICES LLC. 876 - 2024-03-31 281,741 $8,313,000 15,041
   Lineweaver Wealth Advisors LLC 17 - 2024-03-31 196,560 $5,799,000 15,573
   ENVESTNET ASSET MANAGEMENT INC 2793 - 2024-03-31 46,485 $1,372,000 6,077
   Cetera Investment Advisers 1925 - 2024-03-31 40,695 $1,201,000 21,470
   FINANCIAL NETWORK 1756 - 2024-03-31 21,870 $645,000 949
   SOUTHERN CAPITAL ADVISORS LLC 36 - 2024-03-31 20,077 $592,000 6,118
   Cape Investment Advisory Inc. 96 - 2023-12-31 11,904 $336,000 1,500
   Atria Wealth Solutions Inc. 1715 - 2024-03-31 7,745 $229,000 560
   FSA Advisors Inc. 120 - 2024-03-31 7,653 $226,000 118
   J P MORGAN CHASE & CO 4218 - 2024-03-31 6,539 $193,000 5,398
   UBS Group AG 5092 - 2024-03-31 3,029 $89,000 2,327

  13 Records found
  1    
  Page 1 of 1
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