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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
   Brookstone Capital Management 72 - 2024-03-31 558,394 $18,237,000 547,132
   KFG WEALTH MANAGEMENT LLC 22 - 2024-03-31 90,548 $2,957,000 61,184
   Advisor Group Holdings Inc. 1523 - 2024-03-31 76,798 $2,508,000 16,744
   COMMONWEALTH EQUITY SERVICES LLC. 1703 - 2024-03-31 67,230 $2,196,000 35,560
   BB&T CORP 1374 - 2024-03-31 48,600 $1,587,000 15,739
   Archer Investment Corp 51 - 2024-03-31 45,765 $1,495,000 4,624
   Spire Wealth Management 366 - 2024-03-31 32,195 $1,051,000 21,808
   Arete Wealth Advisors LLC 219 - 2024-03-31 27,788 $908,000 14,148
   ENVESTNET ASSET MANAGEMENT INC 3100 - 2024-03-31 26,449 $864,000 13,658
   CITADEL ADVISORS LLC 3558 - 2024-03-31 18,076 $590,000 5,274
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2164 - 2024-03-31 17,355 $567,000 4,487
   Chicago Partners Investment Group LLC 511 - 2024-03-31 11,649 $374,000 2,856
   UBS Group AG 5383 - 2024-03-31 1,282 $42,000 465
  13 Records found
  1    
  Page 1 of 1
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