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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 41    2
Total shares held : 
1,551,887  
% of shares held : 
1.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -6  
Amount of shares held : 
-199,643  
% of shares held change : 
  -0.22%  
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
 404,925
 26.09%
 
Increased Positions :
8
 40,175
 2.59%
 
Unchanged Positions :
15
 160,516
 10.34%
 
Decreased Positions :
12
-467,972
-30.16%
 
Closed Positions :
8
-176,771
-11.39%
 
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
   BCJ Capital Management LLC 32 - 2024-03-31 315,064 $9,770,000 -4,821
   Berger Financial Group Inc 56 - 2024-03-31 175,860 $5,453,000 -260
   COMMONWEALTH EQUITY SERVICES LLC. 1580 - 2024-03-31 84,385 $2,617,000 4,874
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 79 - 2024-03-31 59,091 $1,832,000 -6,091
   Brookstone Capital Management 388 - 2024-03-31 53,018 $1,644,000 -15,212
   KFG WEALTH MANAGEMENT LLC 36 - 2024-03-31 48,269 $1,497,000 -17,681
   Castle Rock Wealth Management LLC 79 - 2024-03-31 45,093 $1,404,000 -450
   Advisor Group Holdings Inc. 2292 - 2024-03-31 33,046 $1,025,000 -21,989
   Kestra Advisory Services LLC 1219 - 2024-03-31 32,794 $1,017,000 22,652
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2821 - 2024-03-31 26,059 $808,000 7,602
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1422 - 2024-03-31 21,432 $665,000 -1,530
   Beacon Pointe Advisors LLC 819 - 2024-03-31 20,335 $631,000 0
   LPL FINANCIAL CORP 3547 - 2024-03-31 19,582 $607,000 -928
   CITADEL ADVISORS LLC 3541 - 2024-03-31 19,416 $602,000 9,200
   OLD MISSION CAPITAL LLC 522 - 2024-03-31 18,850 $585,000 181
   ENVESTNET ASSET MANAGEMENT INC 3324 - 2024-03-31 18,374 $570,000 0
   Garden State Investment Advisory Services LLC 107 - 2024-03-31 17,235 $534,000 0
   JANE STREET GROUP LLC 3949 - 2024-03-31 14,776 $458,000 -12,425
   Arete Wealth Advisors LLC 306 - 2024-03-31 14,370 $446,000 472
   Tradition Wealth Management LLC 237 *New 2024-03-31 14,337 $445,000 14,337
   ROYAL BANK OF CANADA 3654 - 2024-03-31 11,942 $370,000 2,387
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2730 - 2024-03-31 9,062 $281,000 -98
   Sequoia Financial Advisors LLC 889 - 2024-03-31 8,985 $279,000 0
   Archer Investment Corp 194 - 2024-03-31 8,796 $273,000 -504
   Steward Partners Investment Advisory LLC 1318 - 2024-03-31 8,254 $256,000 0
   Spire Wealth Management 714 - 2024-03-31 8,080 $251,000 0
   MONEY CONCEPTS CAPITAL CORP 364 - 2024-03-31 7,231 $224,000 0
   Stratos Wealth Advisors LLC 608 - 2024-03-31 7,117 $221,000 0
   Integrity Financial Corp /WA 129 - 2024-03-31 3,837 $119,000 0
   Emerald Investment Partners LLC 313 - 2024-03-31 3,584 $111,000 0
   UBS Group AG 5045 - 2024-03-31 3,239 $100,000 3,140
   OPTIMUM INVESTMENT ADVISORS 294 - 2024-03-31 2,650 $82,000 0
   HARBOUR INVESTMENTS INC. 1407 - 2023-12-31 1,875 $56,000 0
   CWM LLC 2209 - 2024-03-31 1,781 $55,000 0
   DHJJ Financial Advisors Ltd. 353 - 2024-03-31 780 $24,000 -545
   Continuum Advisory LLC 923 *New 2024-03-31 363 $11,000 363
   Larson Financial Group LLC 1141 - 2024-03-31 181 $6,000 -262
   ADVISORY SERVICES NETWORK, LLC 1560 *Closed 2024-03-31 0 $0 -5,745
   PROEQUITIES INC. 5600 - 2024-03-31 0 $0 0
   SageView Advisory Group LLC 740 *Closed 2024-03-31 0 $0 -34,721
   Cypress Wealth Services LLC 265 *Closed 2024-03-31 0 $0 -21,707
   PFG Advisors 649 *Closed 2024-03-31 0 $0 -13,098
   Benchmark Investment Advisors LLC 329 *Closed 2024-03-31 0 $0 -319,885

  43 Records found
  1    
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