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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    4
Total shares held : 
 1,940,680  
% of shares held : 
 2.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -14  
Amount of shares held : 
 -252,191  
% of shares held change : 
   -0.28%  
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
 62,047
 3.2%
 
Increased Positions :
9
 63,409
 3.27%
 
Unchanged Positions :
16
 210,752
 10.86%
 
Decreased Positions :
19
-315,133
-16.24%
 
Closed Positions :
8
-62,514
-3.22%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 1604 - 2024-03-31 83,840 $2,537,000 2,256
   Castle Rock Wealth Management LLC 48 - 2024-03-31 62,187 $1,888,000 -3,649
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 95 - 2024-03-31 48,298 $1,462,000 -6,918
   KFG WEALTH MANAGEMENT LLC 42 - 2024-03-31 40,658 $1,230,000 -1,901
   Advisor Group Holdings Inc. 2139 - 2024-03-31 40,413 $1,223,000 -23,632
   ENVESTNET ASSET MANAGEMENT INC 2930 - 2024-03-31 37,461 $1,134,000 433
   Kestra Advisory Services LLC 1161 - 2024-03-31 37,271 $1,128,000 -3,800
   BB&T CORP 1553 - 2024-03-31 35,865 $1,085,000 -1,905
   FINANCIAL NETWORK 1402 - 2024-03-31 35,834 $1,084,000 -590
   Brookstone Capital Management 483 - 2024-03-31 33,702 $1,020,000 -12,621
   LPL FINANCIAL CORP 3334 - 2024-03-31 26,247 $794,000 9,849
   CITADEL ADVISORS LLC 3434 - 2024-03-31 22,388 $678,000 -2
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3120 - 2024-03-31 20,992 $635,000 9,422
   MML INVESTORS SERVICES LLC 1761 - 2024-03-31 17,260 $522,000 0
   Strategic Blueprint LLC 373 - 2024-03-31 16,917 $512,000 -5,033
   Truadvice LLC 126 - 2023-09-30 17,912 $506,000 -2,375
   HARBOUR INVESTMENTS INC. 557 - 2023-12-31 15,670 $461,000 0
   MILESTONE ASSET MANAGEMENT LLC 112 - 2024-03-31 14,851 $449,000 -339
   Arete Wealth Advisors LLC 307 - 2024-03-31 14,625 $443,000 -233
   Wealth Alliance 313 - 2024-03-31 13,703 $415,000 -2,000
   RETIREMENT GUYS FORMULA LLC 104 - 2024-03-31 11,720 $355,000 -9
   MONEY CONCEPTS CAPITAL CORP 326 - 2024-03-31 10,974 $332,000 -572
   MULTIFINANCIAL SECURITIES CORP 1892 - 2024-03-31 10,440 $316,000 538
   JANE STREET GROUP LLC 4339 *New 2024-03-31 10,259 $310,000 10,259
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2826 - 2024-03-31 9,881 $299,000 0
   Steward Partners Investment Advisory LLC 1285 - 2024-03-31 9,194 $278,000 0
   ROYAL BANK OF CANADA 3970 - 2024-03-31 8,156 $247,000 -900
   Outlook Wealth Advisors LLC 235 - 2024-03-31 8,067 $244,000 -213,943
   Goss Wealth Management LLC 1736 - 2024-03-31 7,965 $241,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2895 - 2024-03-31 7,572 $229,000 0
   J P MORGAN CHASE & CO 4153 - 2024-03-31 7,400 $224,000 7,400
   Allegiance Financial Group Advisory Services LLC 66 - 2024-03-31 7,355 $223,000 0
   Archer Investment Corp 277 - 2024-03-31 4,010 $121,000 -941
   Capital Investment Advisory Services LLC 552 - 2024-03-31 3,525 $107,000 0
   Castleview Partners LLC 340 - 2024-03-31 1,794 $54,000 0
   IFP Advisors Inc 1644 - 2023-12-31 1,238 $36,000 -1,435
   Weaver Capital Management LLC 147 *New 2024-03-31 1,151 $35,000 1,151
   Spire Wealth Management 1366 - 2024-03-31 1,050 $32,000 0
   DHJJ Financial Advisors Ltd. 405 - 2024-03-31 470 $14,000 0
   Larson Financial Group LLC 1092 - 2024-03-31 270 $8,000 -544
   UBS Group AG 6578 - 2024-03-31 87 $3,000 -970
   Tradition Wealth Management LLC 687 *Closed 2024-03-31 0 $0 -791,870
   RETIREMENT PLANNING GROUP 214 *Closed 2024-03-31 0 $0 -8,910
   JANNEY MONTGOMERY SCOTT LLC 2747 *Closed 2024-03-31 0 $0 -7,260
   OLD MISSION CAPITAL LLC 908 *Closed 2024-03-31 0 $0 -45,133
   ADVISORY SERVICES NETWORK, LLC 2474 *Closed 2024-03-31 0 $0 -2,039
   HIGHTOWER ADVISORS, LLC 3425 *Closed 2024-03-31 0 $0 -39,019
   We Are One Seven LLC 919 *Closed 2024-03-31 0 $0 -15,100
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2434 *Closed 2024-03-31 0 $0 -6,971
   PROEQUITIES INC. 8941 - 2024-03-31 0 $0 0
   Worth Financial Advisory Group LLC 144 *Closed 2024-03-31 0 $0 -29,234
   Foundations Investment Advisors LLC 730 *Closed 2024-03-31 0 $0 -15,190
  52 Records found
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