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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 83    3
Total shares held : 
 2,857,050  
% of shares held : 
 69.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -17  
Amount of shares held : 
 274,473  
% of shares held change : 
   6.69%  
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
 329,702
 11.54%
 
Increased Positions :
17
 169,758
 5.94%
 
Unchanged Positions :
31
 443,700
 15.53%
 
Decreased Positions :
31
-158,514
-5.55%
 
Closed Positions :
7
-66,473
-2.33%
 
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
   Stuart Chaussee & Associates Inc. 7 - 2024-03-31 109,000 $4,746,000 0
   Bellwether Advisors LLC 59 - 2024-03-31 39,259 $1,709,000 0
   Schulz Wealth LTD. 16 - 2024-03-31 31,710 $1,381,000 0
   Berkshire Money Management Inc. 34 - 2024-03-31 23,376 $1,018,000 0
   Sunbelt Securities Inc. 186 - 2024-03-31 21,985 $957,000 0
   Orion Capital Management LLC 53 - 2024-03-31 16,295 $709,000 0
   CRA Financial Services LLC 111 - 2024-03-31 13,659 $595,000 0
   Chicago Partners Investment Group LLC 429 - 2024-03-31 12,186 $522,000 0
   IFP Advisors Inc 579 - 2023-12-31 11,487 $469,000 0
   Bedel Financial Consulting Inc. 174 - 2024-03-31 7,904 $344,000 0
   BCGM Wealth Management LLC 115 - 2024-03-31 7,225 $315,000 0
   Retirement Income Solutions Inc 111 - 2024-03-31 6,757 $294,000 0
   CYPRESS FINANCIAL PLANNING LLC 58 - 2024-03-31 6,227 $271,000 0
   Dominguez Wealth Management Solutions Inc. 54 - 2024-03-31 5,892 $257,000 0
   Spire Wealth Management 737 - 2024-03-31 5,208 $227,000 0
   Global Trust Asset Management LLC 184 - 2024-03-31 3,500 $152,000 0
   MORGAN STANLEY 5661 - 2024-03-31 3,225 $140,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1177 - 2024-03-31 1,716 $75,000 0
   Clear Point Advisors Inc. 161 - 2024-03-31 1,650 $72,000 0
   Castleview Partners LLC 499 - 2024-03-31 348 $15,000 0
   Archer Investment Corp 619 - 2024-03-31 248 $11,000 0
   Larson Financial Group LLC 1012 - 2024-03-31 246 $11,000 0
   Sutton Wealth Advisors Inc. 573 - 2023-09-30 134 $5,000 0
   Cape Investment Advisory Inc. 809 - 2023-12-31 100 $4,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 684 *New 2024-03-31 0 $0 0
   PROEQUITIES INC. 8776 - 2024-03-31 0 $0 0
  26 Records found
  1    
  Page 1 of 1
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