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Get Institutions for : 
Innovator Nasdaq-100 Power Buffer Etf - January (NJAN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    3
Total shares held : 
1,426,063  
% of shares held : 
15.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
431,810  
% of shares held change : 
  4.8%  
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 :
11
 211,193
 14.81%
 
Increased Positions :
15
 348,671
 24.45%
 
Unchanged Positions :
20
 144,272
 10.12%
 
Decreased Positions :
15
-68,092
-4.77%
 
Closed Positions :
8
-59,962
-4.2%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 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 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
   My Personal CFO LLC 29 - 2024-03-31 39,000 $1,700,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1283 - 2024-03-31 20,330 $886,000 0
   Berkshire Money Management Inc. 47 - 2024-03-31 12,055 $525,000 0
   Clear Point Advisors Inc. 85 - 2024-03-31 6,940 $302,000 0
   Main Street Financial Solutions LLC 429 - 2024-03-31 6,300 $275,000 0
   Optimist Retirement Group LLC 91 - 2024-03-31 5,012 $218,000 0
   Global Trust Asset Management LLC 200 - 2024-03-31 2,900 $126,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 289 - 2024-03-31 1,834 $80,000 0
   US BANCORP 3087 - 2024-03-31 433 $19,000 0
   Sutton Wealth Advisors Inc. 442 - 2023-09-30 260 $11,000 0
   PROEQUITIES INC. 8572 - 2024-03-31 0 $0 0

  11 Records found
  1    
  Page 1 of 1
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