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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 43    0
Total shares held : 
 2,588,135  
% of shares held : 
 28.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -9  
Amount of shares held : 
 1,524,014  
% of shares held change : 
   16.93%  
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 :
2
 212,978
 8.23%
 
Increased Positions :
10
 1,443,897
 55.79%
 
Unchanged Positions :
12
 42,790
 1.65%
 
Decreased Positions :
19
-83,755
-3.24%
 
Closed Positions :
2
-49,106
-1.9%
 
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
   Brookstone Capital Management 81 - 2024-03-31 539,511 $16,614,000 493,357
   Stratos Wealth Advisors LLC 53 - 2024-03-31 247,848 $7,632,000 -2,165
   BB&T CORP 983 - 2024-03-31 125,106 $3,853,000 2,603
   Advisor Group Holdings Inc. 1411 - 2024-03-31 95,875 $2,953,000 -1,356
   COMMONWEALTH EQUITY SERVICES LLC. 1645 - 2024-03-31 77,640 $2,391,000 27,840
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 105 - 2024-03-31 43,806 $1,349,000 -7,026
   KFG WEALTH MANAGEMENT LLC 41 - 2024-03-31 41,152 $1,267,000 6,939
   Cetera Investment Advisers 1998 - 2024-03-31 35,214 $1,084,000 25,526
   Sigma Planning Corp 534 *New 2024-03-31 28,638 $882,000 28,638
   ENVESTNET ASSET MANAGEMENT INC 3138 - 2024-03-31 26,410 $813,000 -261
   Archer Investment Corp 87 - 2024-03-31 25,674 $791,000 23,364
   MULTIFINANCIAL SECURITIES CORP 1298 - 2024-03-31 25,116 $773,000 9,813
   HIGHTOWER ADVISORS, LLC 1968 - 2024-03-31 24,103 $742,000 990
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1361 - 2024-03-31 23,940 $737,000 2,116
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 363 *New 2024-03-31 20,069 $618,000 20,069
   Spire Wealth Management 479 - 2024-03-31 19,627 $605,000 19,082
   Goss Wealth Management LLC 1264 - 2024-03-31 18,226 $561,000 0
   SageView Advisory Group LLC 304 - 2024-03-31 16,935 $553,000 -1,361,241
   LPL FINANCIAL CORP 3624 - 2024-03-31 17,925 $552,000 10,197
   Kestra Advisory Services LLC 1606 *New 2024-03-31 17,302 $533,000 17,302
   MML INVESTORS SERVICES LLC 1755 - 2024-03-31 17,183 $529,000 -11,711
   Arete Wealth Advisors LLC 301 - 2024-03-31 14,951 $460,000 -240
   Castle Rock Wealth Management LLC 154 - 2024-03-31 14,027 $426,000 0
   Berger Financial Group Inc 233 *New 2024-03-31 12,920 $398,000 12,920
   CITADEL ADVISORS LLC 3950 - 2024-03-31 12,901 $397,000 -9,854
   BCJ Capital Management LLC 273 *New 2024-03-31 11,482 $354,000 11,482
   TOWNSQUARE CAPITAL LLC 964 - 2024-03-31 11,042 $340,000 -868
   CENTRAL VALLEY ADVISORS LLC 105 *New 2024-03-31 11,000 $339,000 11,000
   Fermata Advisors LLC 152 *New 2024-03-31 10,819 $333,000 10,819
   RFG Advisory Group LLC 589 *New 2024-03-31 10,760 $331,000 10,760
   PFG Advisors 501 *New 2024-03-31 10,466 $322,000 10,466
   FINANCIAL NETWORK 2252 *New 2024-03-31 10,098 $311,000 10,098
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2657 - 2024-03-31 10,099 $311,000 -160
   HARBOUR INVESTMENTS INC. 776 - 2023-12-31 8,489 $250,000 0
   FC Advisory LLC 90 *New 2024-03-31 7,974 $246,000 7,974
   Emerald Investment Partners LLC 251 *New 2024-03-31 7,748 $239,000 7,748
   Chicago Partners Investment Group LLC 657 - 2024-03-31 7,432 $226,000 0
   CREATIVE PLANNING 2470 - 2024-03-31 7,340 $226,000 -3,230
   MILESTONE ASSET MANAGEMENT LLC 160 - 2024-03-31 7,063 $218,000 -104
   AE Wealth Management LLC 1075 *New 2024-03-31 6,644 $205,000 6,644
   OxenFree Capital LLC 40 *New 2024-03-31 6,592 $203,000 6,592
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3063 *New 2024-03-31 6,598 $203,000 6,598
   Continuum Advisory LLC 386 *New 2024-03-31 5,587 $172,000 5,587
   KISTLERTIFFANY COMPANIES, LLC 424 - 2023-06-30 2,970 $83,000 0
   DHJJ Financial Advisors Ltd. 227 - 2024-03-31 2,350 $72,000 0
   McIlrath & Eck LLC 240 *New 2024-03-31 2,015 $62,000 2,015
   Sugarloaf Wealth Management LLC 372 - 2024-03-31 800 $25,000 0
   UBS Group AG 5629 - 2024-03-31 764 $24,000 -1,251
   Steward Partners Investment Advisory LLC 2469 *New 2024-03-31 710 $22,000 710
   ROYAL BANK OF CANADA 5482 - 2024-03-31 378 $12,000 -4,750
   SRS Capital Advisors Inc. 783 - 2024-03-31 280 $9,000 0
   Larson Financial Group LLC 1102 - 2024-03-31 259 $8,000 0
   AdvisorNet Financial Inc 1432 - 2024-03-31 150 $5,000 0
   Global Trust Asset Management LLC 417 - 2024-03-31 50 $2,000 0
   Clear Point Advisors Inc. 494 *Closed 2024-03-31 0 $0 -175
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 681 - 2024-03-31 7 $0 0
   ADVISORY SERVICES NETWORK, LLC 2097 *Closed 2024-03-31 0 $0 -346
   CWM LLC 4304 *Closed 2024-03-31 0 $0 -6
   BLAIR WILLIAM & CO/IL 1775 *Closed 2024-03-31 0 $0 -231
   OLD MISSION CAPITAL LLC 1018 *Closed 2024-03-31 0 $0 -37,129
   PROEQUITIES INC. 9081 - 2024-03-31 0 $0 0
   Soltis Investment Advisors LLC 313 *Closed 2024-03-31 0 $0 -212,632
   Alera Investment Advisors LLC 171 *Closed 2024-03-31 0 $0 -36,031
   Foundations Investment Advisors LLC 760 *Closed 2024-03-31 0 $0 -7,129
  64 Records found
  1    
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