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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 90    17
Total shares held : 
 13,050,451  
% of shares held : 
 14.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   35  
Amount of shares held : 
 6,193,043  
% of shares held change : 
   6.88%  
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 :
20
 692,642
 5.31%
 
Increased Positions :
33
 5,763,776
 44.17%
 
Unchanged Positions :
22
 467,839
 3.58%
 
Decreased Positions :
15
-261,759
-2.01%
 
Closed Positions :
3
-1,616
-0.01%
 
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
   Heritage Wealth Partners LLC 13 - 2024-03-31 39,844 $1,225,000 0
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 129 - 2024-03-31 19,752 $645,000 0
   Keystone Wealth Services LLC 108 - 2024-03-31 19,585 $639,000 0
   MATHER GROUP, INC. 302 - 2024-03-31 19,278 $593,000 0
   Diligent Investors LLC 183 - 2024-03-31 16,400 $535,000 0
   Lakeridge Wealth Management LLC 71 - 2024-03-31 12,676 $414,000 0
   Atlantic Private Wealth LLC 26 - 2024-03-31 9,775 $319,000 0
   Sawtooth Asset Management Inc. 828 - 2023-12-31 10,214 $314,000 0
   BB&T CORP 2276 - 2024-03-31 8,744 $285,000 0
   Sterling Financial Planning Inc. 92 - 2024-03-31 8,446 $276,000 0
   JANNEY MONTGOMERY SCOTT LLC 2466 - 2024-03-31 7,142 $233,000 0
   AdvisorNet Financial Inc 472 - 2024-03-31 6,053 $198,000 0
   Sugarloaf Wealth Management LLC 179 - 2024-03-31 5,050 $165,000 0
   BANK OF MONTREAL /CAN/ 2720 - 2024-03-31 5,000 $163,000 0
   Spire Wealth Management 1104 - 2024-03-31 2,190 $71,000 0
   Geneos Wealth Management Inc. 1032 - 2024-03-31 1,690 $55,000 0
   Orion Capital Management LLC 239 - 2024-03-31 1,455 $48,000 0
   HARBOUR INVESTMENTS INC. 1491 - 2023-12-31 1,506 $46,000 0
   ATTICUS WEALTH MANAGEMENT LLC 420 - 2024-03-31 200 $7,000 0
   SRS Capital Advisors Inc. 947 - 2024-03-31 120 $4,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 635 - 2024-03-31 21 $1,000 0
   PROEQUITIES INC. 9091 - 2024-03-31 0 $0 0
  22 Records found
  1    
  Page 1 of 1
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