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Get Institutions for : 
Innovator Msci Eafe Power Buffer Etf - January (IJAN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 69    5
Total shares held : 
 2,887,120  
% of shares held : 
 75.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 390,578  
% of shares held change : 
   10.17%  
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 :
11
 470,443
 16.29%
 
Increased Positions :
14
 374,588
 12.97%
 
Unchanged Positions :
17
 340,365
 11.79%
 
Decreased Positions :
27
-396,629
-13.74%
 
Closed Positions :
6
-57,824
-2%
 
Guru Positions :
1
8,655
 0.3%
 
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
   GRADIENT INVESTMENTS LLC 59 - 2024-03-31 615,452 $19,254,000 615,018
   ALTFEST L J & CO INC 16 - 2024-03-31 382,636 $11,971,000 12,355
   Compass Advisory Group LLC 6 - 2024-03-31 352,604 $11,031,000 13,082
   BLAIR WILLIAM & CO/IL 359 - 2024-03-31 274,501 $8,588,000 67,756
   Long Island Wealth Management Inc. 4 - 2024-03-31 207,493 $6,491,000 14,287
   HIGHTOWER ADVISORS, LLC 907 - 2024-03-31 177,061 $5,541,000 -4,043
   Global Strategic Investment Solutions LLC 32 - 2024-03-31 171,727 $5,372,000 -15,571
   JANNEY MONTGOMERY SCOTT LLC 785 - 2024-03-31 151,297 $4,733,000 140,727
   AdvisorNet Financial Inc 54 - 2024-03-31 132,689 $4,151,000 -184
   COMMONWEALTH EQUITY SERVICES LLC. 1293 - 2024-03-31 131,326 $4,109,000 39,116
   SageView Advisory Group LLC 74 - 2024-03-31 125,342 $3,404,000 103,141
   STEPHENS INC /AR/ 342 *New 2024-03-31 92,865 $2,905,000 92,865
   Advisor Group Holdings Inc. 1536 - 2024-03-31 78,836 $2,467,000 15,056
   BKD WEALTH ADVISORS LLC 148 - 2024-03-31 74,232 $2,322,000 -21,779
   ACCUVEST GLOBAL ADVISORS 29 *New 2024-03-31 70,193 $2,196,000 70,193
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 34 - 2024-03-31 61,072 $1,911,000 7,119
   My Personal CFO LLC 25 - 2024-03-31 60,150 $1,882,000 0
   Alera Investment Advisors LLC 32 - 2024-03-31 57,862 $1,810,000 -1,292
   ABSOLUTE INVESTMENT MANAGEMENT LLC 22 - 2024-03-31 47,841 $1,497,000 -623
   WPWealth LLP 21 - 2024-03-31 47,530 $1,487,000 2,298
   FINANCIAL NETWORK 1270 - 2024-03-31 42,514 $1,330,000 8,288
   Diligent Investors LLC 88 - 2024-03-31 41,770 $1,307,000 21,493
   IFP Advisors Inc 336 - 2023-12-31 40,620 $1,235,000 -940
   DHJJ Financial Advisors Ltd. 38 - 2024-03-31 37,257 $1,166,000 323
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1176 - 2024-03-31 36,484 $1,141,000 -16,649
   ENVESTNET ASSET MANAGEMENT INC 2953 - 2024-03-31 34,696 $1,085,000 -2,046
   Lantz Financial LLC 80 - 2024-03-31 34,489 $1,079,000 1,041
   Goss Wealth Management LLC 970 - 2024-03-31 33,323 $1,043,000 8,018
   Cypress Wealth Services LLC 78 - 2024-03-31 32,535 $1,018,000 0
   Kestra Advisory Services LLC 1225 - 2024-03-31 32,198 $1,007,000 15,151
   Berger Financial Group Inc 150 - 2024-03-31 31,772 $994,000 9,556
   LPL FINANCIAL CORP 3223 - 2024-03-31 28,794 $901,000 -96
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2798 - 2024-03-31 26,300 $823,000 26,300
   Strategic Blueprint LLC 295 - 2024-03-31 24,079 $753,000 7,104
   LINCOLN NATIONAL CORP 615 - 2024-03-31 22,945 $718,000 5,217
   Wealth Alliance 210 - 2024-03-31 22,196 $694,000 10,053
   PFG Advisors 352 - 2024-03-31 20,369 $637,000 13,268
   RAYMOND JAMES & ASSOCIATES 2887 *New 2024-03-31 19,878 $622,000 19,878
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 134 *New 2024-03-31 19,223 $601,000 19,223
   InterOcean Capital Group LLC 273 *New 2024-03-31 19,141 $599,000 19,141
   Pillar Wealth Advisors LLC 42 - 2024-03-31 19,069 $597,000 0
   H D Vest Advisory Services 985 - 2024-03-31 17,609 $551,000 5,170
   CASTLE WEALTH MANAGEMENT LLC 77 - 2024-03-31 17,022 $533,000 9,982
   WorthPointe LLC 35 *New 2024-03-31 16,993 $532,000 16,993
   SECURED RETIREMENT ADVISORS LLC 73 *New 2024-03-31 14,703 $460,000 14,703
   Tradition Wealth Management LLC 248 - 2024-03-31 13,221 $414,000 -483
   BCS Wealth Management 156 - 2024-03-31 12,895 $403,000 5,134
   Brookstone Capital Management 669 - 2024-03-31 12,860 $402,000 12,860
   Resources Investment Advisors Inc. 817 - 2024-03-31 12,749 $399,000 -1,095
   Steward Partners Investment Advisory LLC 1213 - 2024-03-31 10,613 $332,000 963
   We Are One Seven LLC 697 *New 2024-03-31 10,300 $322,000 10,300
   BCJ Capital Management LLC 292 - 2024-03-31 10,089 $316,000 358
   CITADEL ADVISORS LLC 4158 - 2024-03-31 10,023 $314,000 1,400
   MULTIFINANCIAL SECURITIES CORP 1930 *New 2024-03-31 9,590 $300,000 9,590
   Sunbelt Securities Inc. 430 - 2024-03-31 9,545 $299,000 6,887
   Snowden Capital Advisors LLC 942 - 2024-03-31 9,516 $298,000 166
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 362 *New 2024-03-31 9,342 $292,000 9,342
   BCGM Wealth Management LLC 125 - 2024-03-31 8,654 $271,000 0
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 881 - 2024-03-31 8,655 $271,000 0
   U.S. Capital Wealth Advisors LLC 589 - 2024-03-31 8,561 $268,000 -1,558
   Belpointe Asset Management LLC 649 - 2024-03-31 8,354 $261,000 597
   Miracle Mile Advisors LLC 436 - 2024-03-31 8,263 $259,000 -1,769
   BB&T CORP 2335 - 2024-03-31 8,246 $258,000 -6,620
   Kathmere Capital Management LLC 257 - 2024-03-31 8,073 $253,000 -465
   Visionary Wealth Advisors 428 *New 2024-03-31 7,988 $250,000 7,988
   CoreCap Advisors LLC 509 - 2023-12-31 8,081 $246,000 -182
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2888 *New 2024-03-31 7,341 $230,000 7,341
   GILL CAPITAL PARTNERS LLC 104 - 2024-03-31 7,471 $230,000 0
   Collaborative Wealth Managment Inc. 149 - 2024-03-31 7,030 $220,000 -5,478
   Arlington Capital Management Inc. 78 - 2024-03-31 6,912 $216,000 -76
   Clear Point Advisors Inc. 112 - 2024-03-31 5,262 $165,000 1,642
   BANK OF MONTREAL /CAN/ 2886 - 2024-03-31 2,800 $88,000 800
   TFO-TDC LLC 47 - 2024-03-31 2,446 $77,000 0
   PRINCIPAL SECURITIES INC. 1408 - 2024-03-31 2,218 $69,000 1,348
   HARBOUR INVESTMENTS INC. 1464 - 2023-12-31 1,600 $49,000 0
   HANSON MCCLAIN, INC. 1358 - 2024-03-31 1,337 $42,000 -407
   CWM LLC 2877 - 2024-03-31 655 $20,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1180 *New 2024-03-31 300 $9,000 300
   J P MORGAN CHASE & CO 5385 - 2024-03-31 10,107 $0 10,107
   UBS Group AG 7217 *Closed 2024-03-31 0 $0 -1,518
   Stratos Wealth Advisors LLC 728 *Closed 2024-03-31 0 $0 -9,709
   AE Wealth Management LLC 1561 *Closed 2024-03-31 0 $0 -10,545
   Michael S. Ryan Inc. 47 *Closed 2024-03-31 0 $0 -23,823
   Arete Wealth Advisors LLC 669 *Closed 2024-03-31 0 $0 -7,846
   PROEQUITIES INC. 8940 - 2024-03-31 0 $0 0
   Benchmark Investment Advisors LLC 259 *Closed 2024-03-31 0 $0 -9,731
   Cetera Investment Advisers 2069 *Closed 2024-03-31 0 $0 -7,125
  87 Records found
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