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


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    4
Total shares held : 
 1,674,786  
% of shares held : 
 41.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -16  
Amount of shares held : 
 -291,585  
% of shares held change : 
   -7.3%  
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
 13,733
 0.82%
 
Increased Positions :
14
 211,930
 12.65%
 
Unchanged Positions :
15
 146,927
 8.77%
 
Decreased Positions :
26
-397,953
-23.76%
 
Closed Positions :
6
-119,295
-7.12%
 
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. 1058 - 2024-03-31 210,873 $5,938,000 -2,615
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 40 - 2024-03-31 129,729 $3,653,000 -8,065
   Advisor Group Holdings Inc. 1475 - 2024-03-31 95,861 $2,699,000 -22,837
   Strategic Blueprint LLC 174 - 2024-03-31 55,680 $1,568,000 -3,321
   Brookstone Capital Management 402 - 2024-03-31 52,394 $1,475,000 -2,581
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1600 - 2024-03-31 42,498 $1,197,000 -5,274
   CENTAURUS FINANCIAL INC. 281 - 2024-03-31 28,784 $811,000 -2,787
   Soltis Investment Advisors LLC 204 - 2024-03-31 17,336 $488,000 -3,376
   MILESTONE ASSET MANAGEMENT LLC 109 - 2024-03-31 16,502 $465,000 -7,089
   MULTIFINANCIAL SECURITIES CORP 1664 - 2024-03-31 15,850 $446,000 -20,673
   CITADEL ADVISORS LLC 3926 - 2024-03-31 14,638 $412,000 -4,225
   H D Vest Advisory Services 1258 - 2024-03-31 11,335 $319,000 -90
   Worth Financial Advisory Group LLC 117 - 2024-03-31 9,600 $270,000 -86,000
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2902 - 2024-03-31 9,334 $263,000 -2,690
   TOWNSQUARE CAPITAL LLC 1045 - 2024-03-31 9,163 $258,000 -7,583
   Outlook Wealth Advisors LLC 233 - 2024-03-31 8,990 $253,000 -1,198
   ROYAL BANK OF CANADA 4404 - 2024-03-31 4,965 $140,000 -704
   HARBOUR INVESTMENTS INC. 1073 - 2023-12-31 4,233 $116,000 -2,226
   DHJJ Financial Advisors Ltd. 218 - 2024-03-31 2,808 $79,000 -3,012
  19 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