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Get Institutions for : 
Innovator S&p 500 Buffer Etf - June (BJUN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    4
Total shares held : 
 1,715,072  
% of shares held : 
 19.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -22  
Amount of shares held : 
 -428,896  
% of shares held change : 
   -4.77%  
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
 121
 0.01%
 
Increased Positions :
11
 46,391
 2.7%
 
Unchanged Positions :
29
 318,313
 18.56%
 
Decreased Positions :
29
-317,215
-18.5%
 
Closed Positions :
6
-158,193
-9.22%
 
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
   Advisor Group Holdings Inc. 1041 - 2024-03-31 131,196 $4,933,000 -17,639
   COMMONWEALTH EQUITY SERVICES LLC. 1261 - 2024-03-31 113,958 $4,285,000 -24
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 22 - 2024-03-31 96,016 $3,610,000 -1,654
   HPM Partners LLC 968 - 2024-03-31 53,132 $1,998,000 -2,037
   HIGHTOWER ADVISORS, LLC 1442 - 2024-03-31 49,750 $1,874,000 -5,241
   Capital Investment Advisory Services LLC 115 - 2024-03-31 49,420 $1,858,000 -5,597
   Maltin Wealth Management Inc. 35 - 2024-03-31 45,834 $1,723,000 -604
   Fragasso Group Inc. 92 - 2024-03-31 41,148 $1,547,000 -933
   ENVESTNET ASSET MANAGEMENT INC 2888 - 2024-03-31 32,102 $1,207,000 -3,698
   Consolidated Portfolio Review Corp 83 - 2024-03-31 31,303 $1,177,000 -578
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 256 - 2024-03-31 27,335 $1,028,000 -9
   JANNEY MONTGOMERY SCOTT LLC 1541 - 2024-03-31 25,296 $951,000 -3,654
   INTEGRAL INVESTMENT ADVISORS INC. 57 - 2024-03-31 23,810 $895,000 -358
   BCS Wealth Management 84 - 2024-03-31 22,972 $864,000 -2,818
   Stratos Wealth Advisors LLC 369 - 2024-03-31 21,008 $790,000 -190
   DHJJ Financial Advisors Ltd. 54 - 2024-03-31 20,470 $770,000 -314
   Retirement Income Solutions Inc 73 - 2024-03-31 15,080 $567,000 -104
   Beacon Pointe Advisors LLC 863 - 2024-03-31 14,756 $555,000 -837
   MULTIFINANCIAL SECURITIES CORP 1538 - 2024-03-31 14,401 $541,000 -3,178
   AE Wealth Management LLC 813 - 2024-03-31 13,343 $502,000 -17,325
   Beacon Financial Advisory LLC 128 - 2024-03-31 11,945 $449,000 -278
   Arkadios Wealth Advisors 434 - 2024-03-31 10,947 $412,000 -8,804
   Kestra Advisory Services LLC 1783 - 2024-03-31 10,799 $406,000 -5,381
   Brookstone Capital Management 673 - 2024-03-31 10,574 $398,000 -5,270
   Alera Investment Advisors LLC 133 - 2024-03-31 9,384 $353,000 -185
   RFG Advisory Group LLC 599 - 2024-03-31 8,492 $319,000 -919
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2706 - 2024-03-31 7,741 $291,000 -3,649
   Lantz Financial LLC 168 - 2024-03-31 7,689 $289,000 -2
   BB&T CORP 2388 - 2024-03-31 6,140 $231,000 -202
   CRA Financial Services LLC 223 - 2024-03-31 6,025 $227,000 -1,900
   Emerald Investment Partners LLC 307 - 2024-03-31 3,150 $118,000 -5,150
   Sunbelt Securities Inc. 759 - 2024-03-31 2,100 $79,000 -434
   IFP Advisors Inc 1526 - 2023-12-31 1,362 $49,000 -472
   GRADIENT INVESTMENTS LLC 634 - 2024-03-31 260 $10,000 -655
   UBS Group AG 6446 - 2024-03-31 94 $4,000 -993
   Global Trust Asset Management LLC 474 - 2024-03-31 0 $0 -60
  36 Records found
  1    
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