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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 97    2
Total shares held : 
7,533,237  
% of shares held : 
83.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -12  
Amount of shares held : 
-647,399  
% of shares held change : 
  -7.19%  
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 :
8
 30,422
 0.4%
 
Increased Positions :
22
 340,086
 4.51%
 
Unchanged Positions :
35
 487,612
 6.47%
 
Decreased Positions :
32
-319,456
-4.24%
 
Closed Positions :
10
-698,451
-9.27%
 
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
   CAPTRUST FINANCIAL ADVISORS 1085 - 2023-12-31 36,648 $1,379,000 0
   Global Trust Asset Management LLC 64 - 2024-03-31 24,450 $986,000 0
   Fragasso Group Inc. 123 - 2024-03-31 23,862 $962,000 0
   Lantz Financial LLC 86 - 2024-03-31 22,970 $926,000 0
   BCGM Wealth Management LLC 66 - 2024-03-31 21,452 $865,000 0
   Alera Investment Advisors LLC 108 - 2024-03-31 13,904 $561,000 0
   Cresset Asset Management LLC 1184 - 2023-12-31 14,011 $527,000 0
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 124 - 2023-12-31 12,799 $482,000 0
   Resources Investment Advisors Inc. 759 - 2024-03-31 11,375 $459,000 0
   CRA Financial Services LLC 153 - 2024-03-31 8,900 $359,000 0
   Schulz Wealth LTD. 40 - 2024-03-31 8,515 $343,000 0
   Sugarloaf Wealth Management LLC 108 - 2024-03-31 8,350 $337,000 0
   Collaborative Wealth Managment Inc. 122 - 2024-03-31 7,491 $302,000 0
   Southland Equity Partners LLC 158 - 2024-03-31 7,479 $302,000 0
   NATIONAL ASSET MANAGEMENT, INC. 1079 - 2023-12-31 7,550 $284,000 0
   Orion Capital Management LLC 101 - 2024-03-31 6,500 $262,000 0
   Ausdal Financial Partners Inc. 412 - 2024-03-31 5,855 $236,000 0
   D.B. Root & Company LLC 162 - 2024-03-31 5,795 $234,000 0
   4J Wealth Management LLC 78 - 2024-03-31 5,750 $232,000 0
   BCJ Capital Management LLC 270 - 2023-12-31 6,050 $228,000 0
   Vantage Financial Partners LLC 126 - 2024-03-31 5,634 $227,000 0
   Retirement Income Solutions Inc 139 - 2024-03-31 5,368 $216,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 436 - 2024-03-31 4,500 $181,000 0
   EverSource Wealth Advisors LLC 470 - 2023-12-31 4,552 $171,000 0
   Larson Financial Group LLC 453 - 2024-03-31 3,963 $160,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1100 - 2024-03-31 2,400 $97,000 0
   Castleview Partners LLC 441 - 2024-03-31 600 $24,000 0
   Archer Investment Corp 636 - 2024-03-31 248 $10,000 0
   Capital Investment Advisory Services LLC 847 - 2024-03-31 160 $6,000 0
   J P MORGAN CHASE & CO 5275 - 2024-03-31 16 $1,000 0
   PROEQUITIES INC. 8796 - 2024-03-31 0 $0 0

  31 Records found
  1    
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