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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 133    1
Total shares held : 
10,103,699  
% of shares held : 
63.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -32  
Amount of shares held : 
-499,766  
% of shares held change : 
  -3.16%  
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
 690,781
 6.84%
 
Increased Positions :
26
 801,944
 7.94%
 
Unchanged Positions :
39
 523,802
 5.18%
 
Decreased Positions :
59
-1,868,101
-18.49%
 
Closed Positions :
8
-124,390
-1.23%
 
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
   Steward Financial Group LLC 6 - 2023-09-30 406,081 $12,369,000 -257,720
   Miracle Mile Advisors LLC 80 - 2024-03-31 259,598 $8,868,000 -10,627
   MERCER GLOBAL ADVISORS INC /ADV 425 - 2024-03-31 168,004 $5,739,000 -133,172
   Belpointe Asset Management LLC 64 - 2024-03-31 111,787 $3,819,000 -5,217
   STEPHENS INC /AR/ 303 - 2024-03-31 105,565 $3,606,000 -2,200
   TOWNSQUARE CAPITAL LLC 378 - 2024-03-31 81,994 $2,801,000 -12,173
   Stratos Wealth Advisors LLC 148 - 2024-03-31 79,903 $2,729,000 -1,058
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 39 - 2024-03-31 62,174 $2,124,000 -310
   WEALTHSOURCE PARTNERS LLC 141 - 2023-12-31 53,070 $1,733,000 -6,600
   Lineweaver Wealth Advisors LLC 66 - 2024-03-31 37,785 $1,291,000 -431
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2303 - 2024-03-31 35,632 $1,217,000 -13,149
   Keystone Wealth Services LLC 72 - 2024-03-31 31,089 $1,062,000 -12
   MML INVESTORS SERVICES LLC 1436 - 2024-03-31 28,518 $974,000 -8,639
   Cape Investment Advisory Inc. 47 - 2023-12-31 28,700 $937,000 -3,100
   Bedel Financial Consulting Inc. 117 - 2024-03-31 18,348 $627,000 -211
   CWM LLC 1077 - 2024-03-31 16,464 $562,000 -3,854
   BENJAMIN F. EDWARDS & COMPANY INC. 692 - 2024-03-31 12,209 $417,000 -1,249
   SILVER OAK SECURITIES Inc 284 - 2024-03-31 9,762 $333,000 -2,636
   Mutual Advisors LLC 902 - 2024-03-31 7,812 $267,000 -90
   CREATIVE PLANNING 2371 - 2024-03-31 7,441 $254,000 -2,941
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 569 - 2024-03-31 6,960 $238,000 -2,670
   Soltis Investment Advisors LLC 287 - 2024-03-31 5,992 $205,000 -277,885
   J P MORGAN CHASE & CO 4617 - 2024-03-31 1,849 $63,000 -473,151
   UBS Group AG 5695 - 2024-03-31 600 $20,000 -1,685

  24 Records found
  1    
  Page 1 of 1
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