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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    2
Total shares held : 
3,960,979  
% of shares held : 
4.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -17  
Amount of shares held : 
-910,614  
% of shares held change : 
  -1.01%  
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 :
5
 162,064
 4.09%
 
Increased Positions :
11
 1,399,408
 35.33%
 
Unchanged Positions :
16
 132,473
 3.34%
 
Decreased Positions :
26
-2,264,599
-57.17%
 
Closed Positions :
7
-207,487
-5.24%
 
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
   Kestra Advisory Services LLC 393 - 2024-03-31 232,699 $7,416,000 150,412
   LPL FINANCIAL CORP 3331 - 2024-03-31 24,994 $797,000 1,366
   UBS Group AG 3957 - 2024-03-31 18,375 $586,000 15,122
   KFG WEALTH MANAGEMENT LLC 88 - 2024-03-31 15,609 $497,000 545
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2837 - 2024-03-31 9,215 $294,000 71
   CITADEL ADVISORS LLC 4325 - 2024-03-31 8,306 $265,000 657
   PRINCIPAL SECURITIES INC. 1308 - 2024-03-31 2,821 $90,000 253
   CWM LLC 2048 - 2024-03-31 2,275 $73,000 536

  8 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results