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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 69    4
Total shares held : 
 2,568,168  
% of shares held : 
 7.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 779,161  
% of shares held change : 
   2.36%  
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 :
6
 60,929
 2.37%
 
Increased Positions :
15
 1,106,058
 43.07%
 
Unchanged Positions :
25
 287,057
 11.18%
 
Decreased Positions :
23
-309,168
-12.04%
 
Closed Positions :
10
-78,658
-3.06%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Fermata Advisors LLC 3 *New 2024-03-31 497,435 $17,958,000 497,435
   Brookstone Capital Management 84 - 2024-03-31 455,125 $16,431,000 442,266
   ENVESTNET ASSET MANAGEMENT INC 1544 - 2024-03-31 265,578 $9,588,000 265,578
   COMMONWEALTH EQUITY SERVICES LLC. 804 - 2024-03-31 264,424 $9,546,000 58,171
   Strategic Blueprint LLC 56 - 2024-03-31 164,976 $5,956,000 -9,810
   We Are One Seven LLC 83 *New 2024-03-31 156,117 $5,636,000 156,117
   Advisor Group Holdings Inc. 967 - 2024-03-31 152,870 $5,519,000 50,983
   Tradition Wealth Management LLC 61 *New 2024-03-31 108,467 $3,916,000 108,467
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 37 - 2024-03-31 107,490 $3,881,000 -1,673
   BB&T CORP 1070 - 2024-03-31 87,683 $3,165,000 9,310
   Berkshire Money Management Inc. 23 - 2024-03-31 80,010 $2,888,000 -870
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1075 - 2024-03-31 76,182 $2,750,000 -288
   HANSON MCCLAIN, INC. 267 - 2024-03-31 73,538 $2,655,000 73,529
   Archer Investment Corp 39 - 2024-03-31 54,968 $1,984,000 24,107
   PFG Advisors 181 - 2024-03-31 52,509 $1,896,000 11,053
   Ameritas Advisory Services LLC 277 *New 2024-03-31 44,328 $1,600,000 44,328
   Long Island Wealth Management Inc. 25 - 2024-03-31 41,820 $1,510,000 -450
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1079 - 2024-03-31 40,582 $1,465,000 0
   Spire Wealth Management 340 - 2024-03-31 33,576 $1,212,000 3
   Worth Financial Advisory Group LLC 28 *New 2024-03-31 33,097 $1,195,000 33,097
   KFG WEALTH MANAGEMENT LLC 43 - 2024-03-31 32,332 $1,167,000 12,869
   MULTIFINANCIAL SECURITIES CORP 1093 - 2024-03-31 31,394 $1,133,000 -5,936
   RAYMOND JAMES & ASSOCIATES 2502 - 2024-03-31 31,066 $1,122,000 12,412
   MBL Wealth LLC 80 *New 2024-03-31 30,365 $1,096,000 30,365
   LPL FINANCIAL CORP 3037 - 2024-03-31 30,268 $1,093,000 16,021
   Arete Wealth Advisors LLC 201 - 2024-03-31 29,038 $1,048,000 -122
   Accurate Wealth Management LLC 78 - 2024-03-31 28,974 $1,020,000 2,054
   MML INVESTORS SERVICES LLC 1418 - 2024-03-31 27,804 $1,004,000 21,580
   Delta Investment Management LLC 73 - 2024-03-31 26,226 $947,000 12,672
   JANE STREET GROUP LLC 3201 *New 2024-03-31 24,761 $894,000 24,761
   Compass Advisory Group LLC 37 - 2024-03-31 23,176 $837,000 -3,447
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 303 *New 2024-03-31 21,726 $784,000 21,726
   Maltin Wealth Management Inc. 63 - 2024-03-31 20,063 $724,000 0
   Southland Equity Partners LLC 77 - 2024-03-31 18,695 $675,000 0
   OLD MISSION CAPITAL LLC 493 - 2024-03-31 18,319 $661,000 18,319
   Chicago Partners Investment Group LLC 397 - 2024-03-31 17,508 $624,000 0
   Kestra Advisory Services LLC 1510 *New 2024-03-31 17,234 $622,000 17,234
   RFG Advisory Group LLC 458 *New 2024-03-31 17,152 $619,000 17,152
   MONEY CONCEPTS CAPITAL CORP 269 - 2024-03-31 16,555 $598,000 -340
   JT Stratford LLC 184 - 2024-03-31 15,295 $552,000 -470
   Diligent Investors LLC 191 - 2024-03-31 13,890 $501,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2512 - 2024-03-31 13,551 $489,000 486
   VALMARK ADVISERS INC 399 - 2024-03-31 11,720 $423,000 0
   Donald L. Hagan LLC 80 - 2024-03-31 10,787 $389,000 0
   FINANCIAL NETWORK 2115 - 2024-03-31 10,322 $373,000 -944
   XML Financial LLC 258 - 2024-03-31 9,971 $360,000 -487
   CITADEL ADVISORS LLC 4043 - 2024-03-31 9,954 $359,000 9,954
   Bedel Financial Consulting Inc. 175 - 2024-03-31 9,521 $344,000 -187
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3961 - 2024-03-31 8,865 $320,000 185
   Main Street Financial Solutions LLC 402 - 2024-03-31 8,800 $318,000 0
   Steward Partners Investment Advisory LLC 1226 *New 2024-03-31 8,768 $317,000 8,768
   BEDEL FINANCIAL CONSULTING INC 166 - 2023-09-30 9,708 $316,000 0
   Continuum Advisory LLC 293 - 2024-03-31 8,718 $315,000 -17,131
   IFP Advisors Inc 730 - 2023-12-31 9,059 $312,000 0
   Kingsview Wealth Management LLC 797 - 2024-03-31 8,612 $311,000 -333
   WorthPointe LLC 49 *New 2024-03-31 8,269 $299,000 8,269
   HARBOUR INVESTMENTS INC. 711 - 2023-12-31 8,687 $299,000 -5,059
   BCJ Capital Management LLC 306 - 2024-03-31 8,239 $297,000 2,335
   H D Vest Advisory Services 1304 - 2024-03-31 8,117 $293,000 -399
   Sigma Planning Corp 961 *New 2024-03-31 8,090 $292,000 8,090
   Prosperity Financial Group Inc. 112 - 2024-03-31 8,009 $289,000 0
   Atria Wealth Solutions Inc. 1668 - 2024-03-31 6,891 $249,000 0
   CENTRAL VALLEY ADVISORS LLC 131 *New 2024-03-31 6,467 $233,000 6,467
   DHJJ Financial Advisors Ltd. 132 - 2024-03-31 6,263 $226,000 0
   MILESTONE ASSET MANAGEMENT LLC 158 - 2024-03-31 6,100 $220,000 -3,005
   Koshinski Asset Management Inc. 529 - 2024-03-31 5,755 $208,000 -3,225
   Valtinson Bruner Financial Planning LLC 116 *New 2024-03-31 5,695 $206,000 5,695
   Visionary Wealth Advisors 471 - 2024-03-31 5,600 $202,000 -1,000
   CWM LLC 1523 - 2024-03-31 5,321 $192,000 467
   Orion Capital Management LLC 130 - 2024-03-31 5,183 $187,000 0
   Sunbelt Securities Inc. 716 - 2024-03-31 2,615 $94,000 0
   PRINCIPAL SECURITIES INC. 1317 - 2024-03-31 2,442 $88,000 224
   MORGAN STANLEY 5859 - 2024-03-31 2,175 $79,000 -1,650
   Sugarloaf Wealth Management LLC 274 - 2024-03-31 1,700 $61,000 0
   Capital Analysts Inc. 706 - 2024-03-31 1,095 $40,000 0
   ROYAL BANK OF CANADA 5023 - 2024-03-31 1,071 $39,000 -1,030
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 393 - 2024-03-31 1,000 $36,000 0
   SRS Capital Advisors Inc. 603 - 2024-03-31 815 $29,000 -41
   Castleview Partners LLC 437 - 2024-03-31 651 $24,000 0
   J P MORGAN CHASE & CO 4919 - 2024-03-31 616 $22,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 650 - 2023-12-31 406 $14,000 0
   Emerald Investment Partners LLC 425 *New 2024-03-31 263 $9,000 263
   UBS Group AG 6263 - 2024-03-31 164 $6,000 164
   NBC SECURITIES INC. 1834 - 2024-03-31 166 $5,000 0
   Larson Financial Group LLC 1377 - 2024-03-31 63 $2,000 0
   Truvestments Capital LLC 643 *New 2024-03-31 27 $1,000 27
   CENTAURUS FINANCIAL INC. 786 *Closed 2024-03-31 0 $0 -42,312
   TOWNSQUARE CAPITAL LLC 1269 *Closed 2024-03-31 0 $0 -15,988
   Foundations Investment Advisors LLC 704 *Closed 2024-03-31 0 $0 -9,105
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3437 *Closed 2024-03-31 0 $0 -5,398
   Benchmark Investment Advisors LLC 237 *Closed 2024-03-31 0 $0 -5,904
   PROEQUITIES INC. 8775 - 2024-03-31 0 $0 0
   SageView Advisory Group LLC 800 *Closed 2024-03-31 0 $0 -1,000,227
   Wealth Management Solutions LLC 83 *Closed 2023-09-30 0 $0 -6,434
  94 Records found
  1    
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