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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 69    4
Total shares held : 
2,568,168  
% of shares held : 
7.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -12  
Amount of shares held : 
779,161  
% of shares held change : 
  2.36%  
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
 60,929
 2.37%
 
Increased Positions :
15
 1,106,058
 43.07%
 
Unchanged Positions :
25
 287,057
 11.18%
 
Decreased Positions :
23
-309,168
-12.04%
 
Closed Positions :
10
-78,658
-3.06%
 
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
   Strategic Blueprint LLC 56 - 2024-03-31 164,976 $5,956,000 -9,810
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 37 - 2024-03-31 107,490 $3,881,000 -1,673
   Berkshire Money Management Inc. 23 - 2024-03-31 80,010 $2,888,000 -870
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1075 - 2024-03-31 76,182 $2,750,000 -288
   Long Island Wealth Management Inc. 25 - 2024-03-31 41,820 $1,510,000 -450
   MULTIFINANCIAL SECURITIES CORP 1093 - 2024-03-31 31,394 $1,133,000 -5,936
   Arete Wealth Advisors LLC 201 - 2024-03-31 29,038 $1,048,000 -122
   Compass Advisory Group LLC 37 - 2024-03-31 23,176 $837,000 -3,447
   MONEY CONCEPTS CAPITAL CORP 269 - 2024-03-31 16,555 $598,000 -340
   JT Stratford LLC 184 - 2024-03-31 15,295 $552,000 -470
   FINANCIAL NETWORK 2115 - 2024-03-31 10,322 $373,000 -944
   XML Financial LLC 258 - 2024-03-31 9,971 $360,000 -487
   Bedel Financial Consulting Inc. 175 - 2024-03-31 9,521 $344,000 -187
   Continuum Advisory LLC 293 - 2024-03-31 8,718 $315,000 -17,131
   Kingsview Wealth Management LLC 797 - 2024-03-31 8,612 $311,000 -333
   HARBOUR INVESTMENTS INC. 711 - 2023-12-31 8,687 $299,000 -5,059
   H D Vest Advisory Services 1304 - 2024-03-31 8,117 $293,000 -399
   MILESTONE ASSET MANAGEMENT LLC 158 - 2024-03-31 6,100 $220,000 -3,005
   Koshinski Asset Management Inc. 529 - 2024-03-31 5,755 $208,000 -3,225
   Visionary Wealth Advisors 471 - 2024-03-31 5,600 $202,000 -1,000
   MORGAN STANLEY 5859 - 2024-03-31 2,175 $79,000 -1,650
   ROYAL BANK OF CANADA 5023 - 2024-03-31 1,071 $39,000 -1,030
   SRS Capital Advisors Inc. 603 - 2024-03-31 815 $29,000 -41

  23 Records found
  1    
  Page 1 of 1
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