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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 67    0
Total shares held : 
 1,290,219  
% of shares held : 
 14.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -24  
Amount of shares held : 
 -109,904  
% of shares held change : 
   -1.22%  
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 :
6
 19,414
 1.5%
 
Increased Positions :
8
 44,494
 3.45%
 
Unchanged Positions :
21
 289,352
 22.43%
 
Decreased Positions :
32
-124,074
-9.62%
 
Closed Positions :
6
-49,738
-3.86%
 
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
   Valtinson Bruner Financial Planning LLC 18 - 2024-03-31 81,938 $3,414,000 -4,510
   WPWealth LLP 18 - 2024-03-31 43,372 $1,807,000 -640
   JANNEY MONTGOMERY SCOTT LLC 1226 - 2024-03-31 40,400 $1,683,000 -6,389
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 56 - 2024-03-31 35,458 $1,477,000 -551
   BECK CAPITAL MANAGEMENT LLC 81 - 2024-03-31 27,401 $1,142,000 -2,797
   INTEGRAL INVESTMENT ADVISORS INC. 50 - 2024-03-31 23,254 $968,000 -346
   TOWNSQUARE CAPITAL LLC 685 - 2024-03-31 21,046 $877,000 -11,268
   DHJJ Financial Advisors Ltd. 64 - 2024-03-31 15,872 $661,000 -2,321
   Bellwether Advisors LLC 93 - 2024-03-31 11,334 $472,000 -2,862
   Orion Capital Management LLC 76 - 2024-03-31 9,260 $386,000 -1,500
   Weaver Consulting Group 141 - 2024-03-31 8,094 $337,000 -958
   OLD MISSION CAPITAL LLC 698 - 2024-03-31 6,780 $283,000 -16,401
   Mutual Advisors LLC 973 - 2024-03-31 5,507 $229,000 -95
   Continuum Advisory LLC 355 - 2024-03-31 5,392 $224,000 -116
   IFP Advisors Inc 1235 - 2023-12-31 2,448 $97,000 -1,940
   Capital Investment Advisory Services LLC 691 - 2024-03-31 874 $36,000 -76
   ROYAL BANK OF CANADA 5296 - 2024-03-31 484 $20,000 -9,455
  17 Records found
  1    
  Page 1 of 1
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