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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
   Bedel Financial Consulting Inc. 51 - 2024-03-31 46,779 $1,572,000 0
   CENTRAL VALLEY ADVISORS LLC 64 - 2024-03-31 20,129 $676,000 0
   Long Island Wealth Management Inc. 48 - 2024-03-31 17,596 $591,000 0
   WCG Wealth Advisors LLC 225 - 2024-03-31 14,026 $471,000 0
   MORGAN STANLEY 5313 - 2024-03-31 10,000 $336,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1850 - 2024-03-31 9,671 $325,000 0
   RAYMOND JAMES & ASSOCIATES 3457 - 2024-03-31 7,175 $241,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 381 - 2024-03-31 7,100 $239,000 0
   RETIREMENT PLANNING GROUP 201 - 2024-03-31 6,812 $229,000 0
   Sugarloaf Wealth Management LLC 212 - 2024-03-31 3,585 $120,000 0
   J P MORGAN CHASE & CO 4484 - 2024-03-31 2,848 $96,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 460 - 2024-03-31 600 $20,000 0
   SRS Capital Advisors Inc. 962 - 2024-03-31 121 $4,000 0
   Larson Financial Group LLC 1332 - 2024-03-31 68 $2,000 0
   WELLS FARGO & CO/MN 6672 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 8772 - 2024-03-31 0 $0 0
  16 Records found
  1    
  Page 1 of 1
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