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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
   PERSONAL CFO SOLUTIONS LLC 9 - 2023-12-31 272,248 $9,794,000 -1,647
   COMMONWEALTH EQUITY SERVICES LLC. 858 - 2024-03-31 220,842 $8,584,000 -8,578
   Advisor Group Holdings Inc. 884 - 2024-03-31 166,712 $6,480,000 -21,337
   HIGHTOWER ADVISORS, LLC 1270 - 2024-03-31 67,674 $2,631,000 -9,714
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1147 - 2024-03-31 61,986 $2,409,000 -33,241
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1657 - 2024-03-31 47,898 $1,862,000 -46,752
   MULTIFINANCIAL SECURITIES CORP 544 - 2023-12-31 49,684 $1,787,000 -3,147
   Beacon Pointe Advisors LLC 517 - 2023-12-31 46,463 $1,672,000 -23,940
   JANNEY MONTGOMERY SCOTT LLC 1258 - 2024-03-31 40,882 $1,589,000 -12,021
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 59 - 2024-03-31 35,814 $1,392,000 -820
   Fragasso Group Inc. 98 - 2024-03-31 34,670 $1,348,000 -791
   LINCOLN NATIONAL CORP 434 - 2024-03-31 34,130 $1,327,000 -25,437
   CoreCap Advisors LLC 217 - 2023-12-31 35,880 $1,291,000 -759
   AXXCESS WEALTH MANAGEMENT LLC 345 - 2023-12-31 29,277 $1,053,000 -550
   BCS Wealth Management 72 - 2024-03-31 26,453 $1,028,000 -4,704
   DHJJ Financial Advisors Ltd. 45 - 2024-03-31 24,039 $934,000 -510
   Sunbelt Securities Inc. 196 - 2024-03-31 22,876 $889,000 -3,200
   Berkshire Money Management Inc. 38 - 2024-03-31 20,530 $798,000 -1,586
   CRA Financial Services LLC 100 - 2024-03-31 18,704 $727,000 -1,500
   Steward Partners Investment Advisory LLC 888 - 2023-12-31 17,749 $639,000 -350
   Rockefeller Capital Management L.P. 1300 - 2023-12-31 16,239 $584,000 -5,963
   Valtinson Bruner Financial Planning LLC 69 - 2024-03-31 14,393 $559,000 -10,761
   Lantz Financial LLC 118 - 2024-03-31 13,921 $541,000 -1,551
   Vantage Financial Partners LLC 82 - 2024-03-31 12,773 $496,000 -442
   SRS Capital Advisors Inc. 152 - 2023-12-31 13,468 $485,000 -459
   Visionary Wealth Advisors 318 - 2023-12-31 13,282 $478,000 -312
   Pinnacle Wealth Management Group Inc. 61 - 2024-03-31 11,450 $445,000 -1,400
   PRINCIPAL SECURITIES INC. 714 - 2024-03-31 11,283 $439,000 -95
   Chicago Partners Investment Group LLC 491 - 2024-03-31 11,130 $422,000 -1,512
   PFG Advisors 537 - 2024-03-31 7,276 $283,000 -382
   NATIONAL ASSET MANAGEMENT, INC. 1166 - 2023-12-31 6,554 $236,000 -6,965
   ROYAL BANK OF CANADA 5112 - 2023-12-31 2,030 $73,000 -6,062
   GRADIENT INVESTMENTS LLC 387 - 2024-03-31 1,793 $70,000 -673,875
   TRUSTCORE FINANCIAL SERVICES LLC 454 - 2022-12-31 1,700 $51,000 -11,150
   UBS Group AG 5603 - 2023-12-31 749 $27,000 -1,162
  35 Records found
  1    
  Page 1 of 1
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