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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    4
Total shares held : 
1,674,786  
% of shares held : 
41.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -16  
Amount of shares held : 
-291,585  
% of shares held change : 
  -7.3%  
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
 13,733
 0.82%
 
Increased Positions :
14
 211,930
 12.65%
 
Unchanged Positions :
15
 146,927
 8.77%
 
Decreased Positions :
26
-397,953
-23.76%
 
Closed Positions :
6
-119,295
-7.12%
 
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
   BCS Wealth Management 125 - 2024-03-31 18,875 $532,000 0
   ADVISORY SERVICES NETWORK, LLC 1013 - 2024-03-31 14,979 $422,000 0
   Stratos Wealth Advisors LLC 524 - 2024-03-31 12,781 $360,000 0
   Spire Wealth Management 629 - 2024-03-31 12,100 $341,000 0
   MONEY CONCEPTS CAPITAL CORP 327 - 2024-03-31 11,486 $323,000 0
   McAdam LLC 220 - 2024-03-31 11,112 $313,000 0
   IFP Advisors Inc 1194 - 2023-12-31 3,877 $106,000 0
   Castleview Partners LLC 319 - 2024-03-31 2,247 $63,000 0
   Evergreen Private Wealth LLC 141 - 2024-03-31 816 $23,000 0
   J P MORGAN CHASE & CO 4945 - 2024-03-31 659 $19,000 0
   Clear Point Advisors Inc. 279 - 2024-03-31 640 $18,000 0
   WELLS FARGO & CO/MN 5076 - 2024-03-31 489 $14,000 0
   Legend Financial Advisors Inc. 139 - 2024-03-31 334 $9,000 0
   Larson Financial Group LLC 1137 - 2024-03-31 201 $6,000 0
   Emerald Investment Partners LLC 439 - 2024-03-31 200 $6,000 0
   Integrity Financial Corp /WA 191 - 2024-03-31 114 $3,000 0
   PROEQUITIES INC. 5603 - 2024-03-31 0 $0 0

  17 Records found
  1    
  Page 1 of 1
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