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Get Institutions for : 
Innovator S&p 500 Ultra Buffer Etf (UOCT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    6
Total shares held : 
 1,727,546  
% of shares held : 
 46.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   19  
Amount of shares held : 
 354,417  
% of shares held change : 
   9.5%  
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
 110,520
 6.4%
 
Increased Positions :
21
 278,807
 16.14%
 
Unchanged Positions :
16
 149,356
 8.65%
 
Decreased Positions :
8
-33,804
-1.96%
 
Closed Positions :
3
-1,106
-0.06%
 
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
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 42 - 2024-03-31 107,766 $3,620,000 -8,071
   KFG WEALTH MANAGEMENT LLC 32 - 2024-03-31 49,197 $1,653,000 -866
   Brookstone Capital Management 393 - 2024-03-31 47,784 $1,605,000 -393,805
   Advisor Group Holdings Inc. 2254 - 2024-03-31 31,999 $1,075,000 -6,281
   MONEY CONCEPTS CAPITAL CORP 205 - 2024-03-31 30,815 $1,035,000 -2,739
   Compass Advisory Group LLC 34 - 2024-03-31 29,451 $989,000 -1,680
   Betterment LLC 211 - 2024-03-31 26,983 $906,000 -488
   Arete Wealth Advisors LLC 229 - 2024-03-31 24,746 $831,000 -1,666
   CENTAURUS FINANCIAL INC. 276 - 2024-03-31 24,660 $828,000 -1,165
   TOWNSQUARE CAPITAL LLC 721 - 2024-03-31 23,145 $778,000 -6,967
   Continuum Advisory LLC 211 - 2024-03-31 17,135 $579,000 -559
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3556 - 2024-03-31 13,390 $450,000 -770
   BROWN WEALTH MANAGEMENT LLC 59 - 2024-03-31 11,988 $403,000 -4,272
   Berger Financial Group Inc 234 - 2024-03-31 11,738 $394,000 -809
   FINANCIAL NETWORK 2111 - 2024-03-31 11,174 $375,000 -3,182
   Archer Investment Corp 169 - 2024-03-31 10,847 $364,000 -3,073
   U.S. Capital Wealth Advisors LLC 560 - 2024-03-31 9,184 $309,000 -3,601
   JANNEY MONTGOMERY SCOTT LLC 2336 - 2024-03-31 8,825 $296,000 -2,855
   OLD MISSION CAPITAL LLC 721 - 2024-03-31 7,913 $266,000 -37,852
   Capital Investment Advisory Services LLC 509 - 2024-03-31 4,935 $166,000 -465
   UBS Group AG 6545 - 2024-03-31 95 $3,000 -27
  21 Records found
  1    
  Page 1 of 1
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