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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    5
Total shares held : 
 2,448,804  
% of shares held : 
 67.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -18  
Amount of shares held : 
 -383,665  
% of shares held change : 
   -10.62%  
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 :
2
 5,365
 0.22%
 
Increased Positions :
15
 81,641
 3.33%
 
Unchanged Positions :
31
 364,386
 14.88%
 
Decreased Positions :
28
-156,224
-6.38%
 
Closed Positions :
7
-314,447
-12.84%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   My Personal CFO LLC 18 - 2024-03-31 59,400 $2,378,000 0
   Spire Wealth Management 349 - 2024-03-31 28,400 $1,137,000 0
   Clear Point Advisors Inc. 30 - 2024-03-31 25,932 $1,038,000 0
   CAPTRUST FINANCIAL ADVISORS 1159 - 2024-03-31 23,425 $938,000 0
   Berkshire Money Management Inc. 37 - 2024-03-31 21,604 $865,000 0
   Bedel Financial Consulting Inc. 89 - 2024-03-31 19,807 $793,000 0
   M HOLDINGS SECURITIES, INC. 96 - 2024-03-31 18,820 $754,000 0
   XML Financial LLC 199 - 2024-03-31 16,382 $656,000 0
   Sugarloaf Wealth Management LLC 73 - 2024-03-31 15,598 $625,000 0
   WPWealth LLP 37 - 2024-03-31 14,100 $565,000 0
   ADVISORY SERVICES NETWORK, LLC 1042 - 2024-03-31 9,800 $392,000 0
   InterOcean Capital Group LLC 354 - 2024-03-31 8,850 $354,000 0
   Sequoia Financial Advisors LLC 799 - 2024-03-31 8,713 $349,000 0
   Outlook Wealth Advisors LLC 192 - 2024-03-31 8,207 $329,000 0
   Beacon Financial Advisory LLC 185 - 2024-03-31 7,135 $286,000 0
   Snowden Capital Advisors LLC 1022 - 2024-03-31 6,215 $249,000 0
   Fragasso Group Inc. 238 - 2024-03-31 6,053 $242,000 0
   Steward Partners Investment Advisory LLC 1383 - 2024-03-31 5,516 $221,000 0
   Lantz Financial LLC 195 - 2024-03-31 5,308 $213,000 0
   PRINCIPAL SECURITIES INC. 1044 - 2024-03-31 4,502 $180,000 0
   Integrity Financial Corp /WA 115 - 2024-03-31 3,922 $157,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 985 - 2024-03-31 3,693 $148,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 724 - 2024-03-31 1,250 $50,000 0
   AdvisorNet Financial Inc 1020 - 2024-03-31 600 $24,000 0
   Global Trust Asset Management LLC 374 - 2024-03-31 186 $7,000 0
   Emerald Investment Partners LLC 436 - 2024-03-31 150 $6,000 0
   Cape Investment Advisory Inc. 810 - 2023-12-31 100 $4,000 0
   Capital Investment Advisory Services LLC 892 - 2024-03-31 70 $3,000 0
   IFP Advisors Inc 2588 - 2023-12-31 70 $3,000 0
   PROEQUITIES INC. 5605 - 2024-03-31 0 $0 0
  30 Records found
  1    
  Page 1 of 1
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