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Get Institutions for : 
Innovator S&p 500 Buffer Etf - August (BAUG)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    8
Total shares held : 
 5,460,471  
% of shares held : 
 31.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 1,974,537  
% of shares held change : 
   11.41%  
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 :
15
 1,476,178
 27.03%
 
Increased Positions :
31
 961,368
 17.61%
 
Unchanged Positions :
28
 221,314
 4.05%
 
Decreased Positions :
24
-174,046
-3.19%
 
Closed Positions :
7
-288,963
-5.29%
 
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
   Diligent Investors LLC 27 - 2024-03-31 66,879 $2,600,000 0
   Beacon Financial Advisory LLC 41 - 2024-03-31 29,893 $1,162,000 0
   RAYMOND JAMES & ASSOCIATES 2952 - 2024-03-31 14,680 $571,000 0
   Outlook Wealth Advisors LLC 143 - 2024-03-31 12,364 $481,000 0
   Weaver Consulting Group 118 - 2024-03-31 11,076 $431,000 0
   Strategic Blueprint LLC 413 - 2024-03-31 10,448 $406,000 0
   CENTRAL VALLEY ADVISORS LLC 106 - 2024-03-31 8,574 $333,000 0
   Share Andrew L. 8 - 2024-03-31 7,776 $302,000 0
   IFP Advisors Inc 810 - 2023-12-31 7,446 $268,000 0
   Garden State Investment Advisory Services LLC 161 - 2023-12-31 7,325 $264,000 0
   Stratos Wealth Advisors LLC 597 - 2024-03-31 6,055 $235,000 0
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 160 - 2023-12-31 6,281 $226,000 0
   Spire Wealth Management 804 - 2024-03-31 4,560 $177,000 0
   Larson Financial Group LLC 467 - 2024-03-31 3,822 $149,000 0
   MORGAN STANLEY 5880 - 2023-12-31 1,750 $63,000 0
   Capital Analysts Inc. 621 - 2023-12-31 1,644 $59,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1264 - 2024-03-31 1,375 $53,000 0
   AdvisorNet Financial Inc 895 - 2024-03-31 922 $36,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 261 - 2023-12-31 865 $31,000 0
   Integrity Financial Corp /WA 162 - 2024-03-31 685 $27,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 931 - 2024-03-31 600 $23,000 0
   JDM Financial Group LLC 113 - 2024-03-31 456 $18,000 0
   PROEQUITIES INC. 9090 - 2024-03-31 0 $0 0
  23 Records found
  1    
  Page 1 of 1
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