Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator S&p 500 Buffer Etf - July (BJUL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 97    2
Total shares held : 
 7,533,237  
% of shares held : 
 83.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -647,399  
% of shares held change : 
   -7.19%  
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 :
8
 30,422
 0.4%
 
Increased Positions :
22
 340,086
 4.51%
 
Unchanged Positions :
35
 487,612
 6.47%
 
Decreased Positions :
32
-319,456
-4.24%
 
Closed Positions :
10
-698,451
-9.27%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COMMONWEALTH EQUITY SERVICES LLC. 500 - 2024-03-31 482,434 $19,457,000 -11,971
   Berkshire Money Management Inc. 15 - 2024-03-31 252,870 $10,198,000 -1,954,977
   HIGHTOWER ADVISORS, LLC 850 - 2024-03-31 158,680 $6,400,000 -2,315
   Bellwether Advisors LLC 39 - 2024-03-31 75,522 $3,046,000 -120
   Wealthquest Corp 28 - 2024-03-31 73,486 $2,964,000 -292,097
   JANNEY MONTGOMERY SCOTT LLC 1051 - 2024-03-31 60,592 $2,444,000 -1,091
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 36 - 2024-03-31 57,888 $2,335,000 -1,236
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1210 - 2024-03-31 53,090 $2,141,000 -32,324
   ENVESTNET ASSET MANAGEMENT INC 2545 - 2024-03-31 50,301 $2,029,000 -7,823
   HPM Partners LLC 1006 - 2024-03-31 45,483 $1,834,000 -2,458
   LINCOLN NATIONAL CORP 365 - 2024-03-31 43,236 $1,744,000 -939
   Aurum Wealth Management Group LLC 62 - 2024-03-31 42,481 $1,713,000 -123,073
   My Personal CFO LLC 34 - 2024-03-31 37,020 $1,493,000 -300
   GRADIENT INVESTMENTS LLC 176 - 2024-03-31 30,092 $1,214,000 -1,826,674
   BLAIR WILLIAM & CO/IL 826 - 2024-03-31 28,161 $1,136,000 -220
   FINANCIAL NETWORK 1406 - 2024-03-31 26,643 $1,075,000 -11,350
   DHJJ Financial Advisors Ltd. 42 - 2024-03-31 26,432 $1,066,000 -405
   Cornerstone Wealth Group LLC 123 - 2024-03-31 24,847 $1,002,000 -2,344
   MULTIFINANCIAL SECURITIES CORP 1190 - 2024-03-31 23,313 $940,000 -12,492
   Valtinson Bruner Financial Planning LLC 57 - 2024-03-31 21,660 $874,000 -55,837
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2187 - 2024-03-31 19,512 $787,000 -170
   Sigma Planning Corp 596 - 2024-03-31 18,879 $761,000 -7,805
   BCS Wealth Management 93 - 2024-03-31 18,549 $748,000 -2,365
   MML INVESTORS SERVICES LLC 1638 - 2024-03-31 16,452 $664,000 -863
   Delta Investment Management LLC 101 - 2024-03-31 16,247 $655,000 -276
   Beacon Pointe Advisors LLC 811 - 2024-03-31 16,033 $647,000 -567
   Outlook Wealth Advisors LLC 116 - 2024-03-31 14,942 $603,000 -797
   CENTAURUS FINANCIAL INC. 365 - 2024-03-31 13,443 $542,000 -747
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 147 - 2024-03-31 12,666 $511,000 -133
   SRS Capital Advisors Inc. 167 - 2024-03-31 12,651 $510,000 -184
   Kathmere Capital Management LLC 168 - 2024-03-31 12,187 $492,000 -27
   Strategic Blueprint LLC 401 - 2024-03-31 11,074 $447,000 -1,495
   AE Wealth Management LLC 891 - 2024-03-31 9,059 $365,000 -8,814
   RAYMOND JAMES & ASSOCIATES 3245 - 2024-03-31 8,712 $351,000 -300
   Spectrum Investment Advisors Inc. 23 - 2024-03-31 8,487 $342,000 -587
   ACAS LLC 59 - 2024-03-31 7,355 $297,000 -100
   Brookstone Capital Management 779 - 2024-03-31 6,805 $274,000 -201,650
   Atria Wealth Solutions Inc. 1641 - 2024-03-31 6,450 $260,000 -28
   PFG Advisors 569 - 2024-03-31 6,091 $246,000 -1,134
   PCA Investment Advisory Services Inc. 124 - 2024-03-31 5,629 $227,000 -1
   TOWNSQUARE CAPITAL LLC 1108 - 2024-03-31 5,448 $220,000 -24,790
   Chicago Partners Investment Group LLC 675 - 2024-03-31 5,449 $216,000 -234
   Arkadios Wealth Advisors 636 - 2024-03-31 5,275 $213,000 -3,412
   Steward Partners Investment Advisory LLC 1426 - 2024-03-31 4,973 $201,000 -2,870
   Sunbelt Securities Inc. 671 - 2024-03-31 2,815 $114,000 -96
   US BANCORP 2837 - 2024-03-31 875 $35,000 -57
   HANSON MCCLAIN, INC. 1747 - 2024-03-31 514 $21,000 -38,019
   UBS Group AG 6017 - 2024-03-31 254 $10,000 -733
  48 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us