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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 32    4
Total shares held : 
 1,091,134  
% of shares held : 
 12.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 520,141  
% of shares held change : 
   5.78%  
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 :
3
 51,929
 4.76%
 
Increased Positions :
11
 630,342
 57.77%
 
Unchanged Positions :
7
 69,236
 6.35%
 
Decreased Positions :
11
-58,622
-5.37%
 
Closed Positions :
7
-103,508
-9.49%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 1724 - 2024-03-31 65,292 $2,135,000 -836
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 101 - 2024-03-31 43,466 $1,421,000 -6,185
   KFG WEALTH MANAGEMENT LLC 45 - 2024-03-31 34,418 $1,125,000 -149
   Castle Rock Wealth Management LLC 111 - 2024-03-31 28,907 $943,000 -175
   Spire Wealth Management 420 - 2024-03-31 24,657 $806,000 -2,773
   AE Wealth Management LLC 706 - 2024-03-31 23,425 $766,000 -24
   CENTRAL VALLEY ADVISORS LLC 62 - 2024-03-31 20,911 $684,000 -16
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2368 - 2024-03-31 18,287 $598,000 -6,700
   Truadvice LLC 136 - 2023-09-30 15,058 $459,000 -649
   Archer Investment Corp 168 - 2024-03-31 11,127 $364,000 -500
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2595 - 2024-03-31 10,344 $338,000 -1,085
   CRA Financial Services LLC 207 - 2024-03-31 7,525 $246,000 -3,225
  12 Records found
  1    
  Page 1 of 1
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