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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    6
Total shares held : 
 1,727,546  
% of shares held : 
 46.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   19  
Amount of shares held : 
 354,417  
% of shares held change : 
   9.5%  
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 :
9
 110,520
 6.4%
 
Increased Positions :
21
 278,807
 16.14%
 
Unchanged Positions :
16
 149,356
 8.65%
 
Decreased Positions :
8
-33,804
-1.96%
 
Closed Positions :
3
-1,106
-0.06%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 730 - 2024-03-31 332,511 $11,171,000 38
   Kestra Advisory Services LLC 851 - 2024-03-31 62,139 $2,088,000 20,594
   LPL FINANCIAL CORP 2764 - 2024-03-31 44,585 $1,498,000 6,143
   BB&T CORP 1432 - 2024-03-31 41,382 $1,390,000 7
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1673 - 2024-03-31 31,846 $1,070,000 1,492
   AE Wealth Management LLC 651 - 2024-03-31 28,781 $967,000 494
   HARBOUR INVESTMENTS INC. 374 - 2023-12-31 29,240 $946,000 21,944
   ENVESTNET ASSET MANAGEMENT INC 3298 - 2024-03-31 17,857 $600,000 292
   ROYAL BANK OF CANADA 4006 - 2024-03-31 7,006 $235,000 3,627
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2984 - 2024-03-31 6,878 $231,000 259
   CWM LLC 1728 - 2024-03-31 3,771 $127,000 568
   PRINCIPAL SECURITIES INC. 1314 - 2024-03-31 2,630 $88,000 241
  12 Records found
  1    
  Page 1 of 1
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