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Get Institutions for : 
Innovator Intl Developed Power Buffer Etf - Oct (IOCT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    6
Total shares held : 
 2,883,714  
% of shares held : 
 50.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 600,853  
% of shares held change : 
   10.45%  
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 :
13
 407,109
 14.12%
 
Increased Positions :
17
 737,538
 25.58%
 
Unchanged Positions :
10
 108,614
 3.77%
 
Decreased Positions :
12
-157,272
-5.45%
 
Closed Positions :
7
-386,522
-13.4%
 
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
   Global Strategic Investment Solutions LLC 12 - 2024-03-31 819,600 $23,703,000 -152,329
   IFP Advisors Inc 31 - 2023-12-31 416,683 $11,642,000 -51,672
   Goss Wealth Management LLC 336 - 2024-03-31 208,356 $6,026,000 -31,974
   COMMONWEALTH EQUITY SERVICES LLC. 1177 - 2024-03-31 168,576 $4,875,000 4,577
   WPWealth LLP 12 - 2024-03-31 155,870 $4,508,000 -34
   Advisor Group Holdings Inc. 1400 - 2024-03-31 103,306 $2,988,000 -2,315
   BKD WEALTH ADVISORS LLC 137 - 2024-03-31 90,647 $2,622,000 -13,502
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1682 - 2024-03-31 73,855 $2,136,000 57,308
   CAPTRUST FINANCIAL ADVISORS 779 - 2024-03-31 72,674 $2,102,000 -64
   Lantz Financial LLC 54 - 2024-03-31 61,973 $1,792,000 -504
   TRUSTCORE FINANCIAL SERVICES LLC 82 - 2022-12-31 71,314 $1,695,000 8,314
   CWM LLC 805 - 2024-03-31 37,838 $1,094,000 1,664
   OLD MISSION CAPITAL LLC 371 - 2024-03-31 37,164 $1,075,000 37,164
   Berger Financial Group Inc 161 - 2024-03-31 29,052 $840,000 -946
   InterOcean Capital Group LLC 244 - 2024-03-31 25,930 $750,000 0
   ENVESTNET ASSET MANAGEMENT INC 3196 - 2024-03-31 25,256 $730,000 -2,614
   HIGHTOWER ADVISORS, LLC 2013 - 2024-03-31 23,881 $692,000 -2,409
   Pillar Wealth Advisors LLC 40 - 2024-03-31 22,246 $643,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2070 - 2024-03-31 21,568 $624,000 645
   H D Vest Advisory Services 944 - 2024-03-31 21,150 $612,000 -129
   FINANCIAL NETWORK 1838 - 2024-03-31 19,687 $569,000 -923
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 143 - 2024-03-31 18,784 $543,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2441 - 2024-03-31 18,521 $536,000 1,564
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 82 - 2024-03-31 17,063 $493,000 -42
   LINCOLN NATIONAL CORP 755 - 2024-03-31 16,569 $479,000 -1,468
   Tradition Wealth Management LLC 238 - 2024-03-31 15,377 $445,000 -158
   BCS Wealth Management 163 - 2024-03-31 13,290 $384,000 -1,375
   Claro Advisors LLC 276 - 2024-03-31 12,923 $374,000 -1,540
   TOWNSQUARE CAPITAL LLC 942 - 2024-03-31 12,334 $357,000 0
   Allen Capital Group LLC 148 - 2024-03-31 11,883 $344,000 0
   Kestra Advisory Services LLC 1898 - 2024-03-31 11,795 $341,000 11,795
   D.B. Root & Company LLC 143 - 2024-03-31 11,684 $338,000 -3,893
   CYPRESS FINANCIAL PLANNING LLC 48 - 2024-03-31 11,549 $334,000 2,000
   BROWN WEALTH MANAGEMENT LLC 67 - 2024-03-31 10,661 $308,000 0
   U.S. Capital Wealth Advisors LLC 563 - 2024-03-31 10,621 $307,000 -2,613
   LPL FINANCIAL CORP 4161 - 2024-03-31 9,675 $280,000 -329
   BCJ Capital Management LLC 331 - 2024-03-31 8,935 $258,000 -1,401
   SageView Advisory Group LLC 459 - 2024-03-31 4,355 $251,000 -25,489
   Diligent Investors LLC 288 - 2024-03-31 8,294 $240,000 -200
   Arlington Capital Management Inc. 74 - 2024-03-31 7,708 $223,000 -88
   FIRST HEARTLAND CONSULTANTS INC 402 *New 2024-03-31 7,196 $208,000 7,196
   MCCORMACK ADVISORS INTERNATIONAL 1022 *New 2024-03-31 7,034 $203,000 7,034
   Atria Wealth Solutions Inc. 1811 *New 2024-03-31 6,937 $201,000 6,937
   Sunbelt Securities Inc. 585 - 2024-03-31 5,507 $159,000 0
   J P MORGAN CHASE & CO 4302 *New 2024-03-31 5,361 $155,000 5,361
   Global Trust Asset Management LLC 231 - 2024-03-31 3,000 $87,000 0
   HARBOUR INVESTMENTS INC. 1351 - 2023-12-31 2,261 $63,000 596
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 328 - 2024-03-31 2,049 $59,000 0
   Capital Analysts Inc. 663 - 2024-03-31 1,765 $51,000 0
   Sugarloaf Wealth Management LLC 314 - 2024-03-31 1,500 $43,000 0
   DHJJ Financial Advisors Ltd. 325 - 2024-03-31 1,030 $30,000 -200
   AdvisorNet Financial Inc 976 - 2024-03-31 959 $28,000 0
   KISTLERTIFFANY COMPANIES, LLC 604 - 2023-06-30 880 $23,000 0
   UBS Group AG 5743 - 2024-03-31 633 $18,000 -439
   Long Island Wealth Management Inc. 75 *Closed 2024-03-31 0 $0 -4,920
   Benchmark Investment Advisors LLC 154 *Closed 2024-03-31 0 $0 -10,336
   Arete Wealth Advisors LLC 671 *Closed 2024-03-31 0 $0 -7,205
   PROEQUITIES INC. 9056 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6614 *Closed 2024-03-31 0 $0 -23,662
   GOLDMAN SACHS GROUP INC/ 4886 *Closed 2024-03-31 0 $0 -21,293
   Clear Point Advisors Inc. 537 - 2024-03-31 11 $0 0
  61 Records found
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