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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 123    0
Total shares held : 
 7,765,990  
% of shares held : 
 17.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -50  
Amount of shares held : 
 -966,769  
% of shares held change : 
   -2.17%  
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
 144,476
 1.86%
 
Increased Positions :
11
 558,976
 7.2%
 
Unchanged Positions :
43
 615,757
 7.93%
 
Decreased Positions :
61
-1,555,952
-20.04%
 
Closed Positions :
8
-114,269
-1.47%
 
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
   WEALTHSOURCE PARTNERS LLC 48 - 2023-12-31 144,261 $5,139,000 -1,290
   CITY HOLDING CO 77 - 2024-03-31 68,303 $2,514,000 -592
   Keystone Wealth Services LLC 32 - 2024-03-31 61,957 $2,281,000 -1,065
   GILL CAPITAL PARTNERS LLC 31 - 2024-03-31 56,786 $2,054,000 -22,820
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 51 - 2024-03-31 44,160 $1,626,000 -480
   Main Street Financial Solutions LLC 124 - 2024-03-31 42,555 $1,566,000 -730
   WorthPointe LLC 21 - 2024-03-31 32,049 $1,180,000 -386
   Lineweaver Wealth Advisors LLC 87 - 2024-03-31 22,711 $836,000 -3,165
   Sequoia Financial Advisors LLC 553 - 2024-03-31 20,724 $763,000 -2,058
   Strategic Blueprint LLC 321 - 2024-03-31 18,380 $677,000 -853
   BENJAMIN F. EDWARDS & COMPANY INC. 628 - 2024-03-31 15,411 $567,000 -11,191
   LAKE STREET FINANCIAL LLC 230 - 2024-03-31 11,860 $437,000 -2,920
   Capital Analysts Inc. 342 - 2024-03-31 10,898 $401,000 -340
   DHJJ Financial Advisors Ltd. 98 - 2024-03-31 9,818 $361,000 -9,805
   Visionary Wealth Advisors 390 - 2024-03-31 9,117 $336,000 -5,161
   Bedel Financial Consulting Inc. 180 - 2024-03-31 9,074 $334,000 -512
   SILVER OAK SECURITIES Inc 316 - 2024-03-31 7,185 $264,000 -431
   Epic Trust Investment Advisors LLC 98 - 2024-03-31 6,352 $234,000 -2,731
   Crown Wealth Group LLC 92 - 2024-03-31 6,292 $232,000 -1,308
   IFP Advisors Inc 866 - 2023-12-31 6,444 $230,000 -728
   BECK CAPITAL MANAGEMENT LLC 104 - 2024-03-31 5,509 $203,000 -600
   Clear Point Advisors Inc. 126 - 2024-03-31 3,575 $132,000 -400
   PRINCIPAL SECURITIES INC. 1965 - 2024-03-31 584 $21,000 -1,531
   PFS Partners LLC 217 - 2024-03-31 444 $16,000 -121
  24 Records found
  1    
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