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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 35    2
Total shares held : 
 499,729  
% of shares held : 
 5.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -283,761  
% of shares held change : 
   -3.15%  
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 :
4
 26,547
 5.31%
 
Increased Positions :
5
 37,423
 7.49%
 
Unchanged Positions :
11
 108,697
 21.75%
 
Decreased Positions :
15
-236,153
-47.26%
 
Closed Positions :
6
-111,578
-22.33%
 
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
   Advance Capital Management Inc. 6 *New 2024-03-31 1,128,149 $36,845,000 1,128,149
   Brookstone Capital Management 72 - 2024-03-31 558,394 $18,237,000 547,132
   We Are One Seven LLC 19 *New 2024-03-31 448,508 $14,648,000 448,508
   CENTRAL VALLEY ADVISORS LLC 5 *New 2024-03-31 250,353 $8,177,000 250,353
   KFG WEALTH MANAGEMENT LLC 22 - 2024-03-31 90,548 $2,957,000 61,184
   Worth Financial Advisory Group LLC 14 *New 2024-03-31 81,315 $2,656,000 81,315
   Advisor Group Holdings Inc. 1523 - 2024-03-31 76,798 $2,508,000 16,744
   COMMONWEALTH EQUITY SERVICES LLC. 1703 - 2024-03-31 67,230 $2,196,000 35,560
   BB&T CORP 1374 - 2024-03-31 48,600 $1,587,000 15,739
   Donald L. Hagan LLC 28 *New 2024-03-31 45,807 $1,496,000 45,807
   Archer Investment Corp 51 - 2024-03-31 45,765 $1,495,000 4,624
   Berger Financial Group Inc 124 - 2024-03-31 43,855 $1,432,000 -8,578
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 106 - 2024-03-31 41,184 $1,345,000 -6,781
   Spire Wealth Management 366 - 2024-03-31 32,195 $1,051,000 21,808
   BCJ Capital Management LLC 161 *New 2024-03-31 31,194 $1,019,000 31,194
   Atria Wealth Solutions Inc. 943 *New 2024-03-31 28,176 $920,000 28,176
   Arete Wealth Advisors LLC 219 - 2024-03-31 27,788 $908,000 14,148
   ENVESTNET ASSET MANAGEMENT INC 3100 - 2024-03-31 26,449 $864,000 13,658
   Sigma Planning Corp 588 *New 2024-03-31 23,525 $768,000 23,525
   CITADEL ADVISORS LLC 3558 - 2024-03-31 18,076 $590,000 5,274
   Encompass More Asset Management 46 *New 2024-03-31 17,494 $571,000 17,494
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3271 - 2024-03-31 17,460 $570,000 -6,332
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2164 - 2024-03-31 17,355 $567,000 4,487
   Kestra Advisory Services LLC 1602 *New 2024-03-31 16,369 $535,000 16,369
   Ausdal Financial Partners Inc. 260 *New 2024-03-31 16,237 $530,000 16,237
   Chicago Partners Investment Group LLC 511 - 2024-03-31 11,649 $374,000 2,856
   RFG Advisory Group LLC 562 *New 2024-03-31 11,153 $364,000 11,153
   BCS Wealth Management 172 - 2024-03-31 10,718 $350,000 0
   RETIREMENT PLANNING GROUP 161 *New 2024-03-31 10,275 $336,000 10,275
   MULTIFINANCIAL SECURITIES CORP 1902 *New 2024-03-31 9,531 $311,000 9,531
   Truadvice LLC 173 - 2023-09-30 9,572 $292,000 0
   BEDEL FINANCIAL CONSULTING INC 180 - 2023-09-30 9,749 $291,000 0
   MILESTONE ASSET MANAGEMENT LLC 146 - 2024-03-31 8,264 $270,000 0
   AE Wealth Management LLC 1009 *New 2024-03-31 7,646 $250,000 7,646
   TOWNSQUARE CAPITAL LLC 1076 - 2024-03-31 7,277 $238,000 -6,947
   LPL FINANCIAL CORP 4348 *New 2024-03-31 6,643 $217,000 6,643
   ADVISORY SERVICES NETWORK, LLC 1331 *New 2024-03-31 6,255 $204,000 6,255
   Occidental Asset Management LLC 190 *New 2024-03-31 6,218 $203,000 6,218
   SILVER OAK SECURITIES Inc 383 - 2024-03-31 5,636 $184,000 -726
   J P MORGAN CHASE & CO 4377 *New 2024-03-31 3,924 $128,000 3,924
   Steward Partners Investment Advisory LLC 1819 *New 2024-03-31 2,760 $90,000 2,760
   Castleview Partners LLC 311 - 2024-03-31 1,983 $65,000 0
   ATTICUS WEALTH MANAGEMENT LLC 218 - 2024-03-31 1,940 $63,000 0
   Emerald Investment Partners LLC 344 - 2024-03-31 1,800 $59,000 0
   UBS Group AG 5383 - 2024-03-31 1,282 $42,000 465
   DHJJ Financial Advisors Ltd. 290 - 2024-03-31 1,220 $40,000 0
   BANK OF MONTREAL /CAN/ 3094 *New 2024-03-31 1,000 $33,000 1,000
   Continuum Advisory LLC 690 *New 2024-03-31 986 $32,000 986
   Capital Investment Advisory Services LLC 738 *New 2024-03-31 775 $25,000 775
   HARBOUR INVESTMENTS INC. 1811 - 2023-12-31 725 $23,000 0
   Larson Financial Group LLC 1094 - 2024-03-31 240 $8,000 0
   CGC Financial Services LLC 297 - 2024-03-31 22 $1,000 -54
   HIGHTOWER ADVISORS, LLC 3257 *Closed 2024-03-31 0 $0 -8,852
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 685 - 2024-03-31 7 $0 0
   CWM LLC 4303 *Closed 2024-03-31 0 $0 -5
   OLD MISSION CAPITAL LLC 976 *Closed 2024-03-31 0 $0 -18,393
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3375 *Closed 2024-03-31 0 $0 -5,400
   PROEQUITIES INC. 8543 - 2024-03-31 0 $0 0
   Visionary Wealth Advisors 495 *Closed 2024-03-31 0 $0 -9,159
   Foundations Investment Advisors LLC 747 *Closed 2024-03-31 0 $0 -8,264
   ROYAL BANK OF CANADA 6978 *Closed 2024-03-31 0 $0 -8,250
  61 Records found
  1    
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