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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 67    0
Total shares held : 
 1,290,219  
% of shares held : 
 14.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -24  
Amount of shares held : 
 -109,904  
% of shares held change : 
   -1.22%  
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 :
6
 19,414
 1.5%
 
Increased Positions :
8
 44,494
 3.45%
 
Unchanged Positions :
21
 289,352
 22.43%
 
Decreased Positions :
32
-124,074
-9.62%
 
Closed Positions :
6
-49,738
-3.86%
 
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
   Outlook Wealth Advisors LLC 1 *New 2024-03-31 364,499 $15,188,000 364,499
   Brookstone Capital Management 142 *New 2024-03-31 234,442 $9,769,000 234,442
   Belpointe Asset Management LLC 129 *New 2024-03-31 46,454 $1,936,000 46,454
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1989 *New 2024-03-31 26,278 $1,095,000 26,278
   PFG Investments LLC 371 *New 2024-03-31 20,106 $838,000 20,106
   Consolidated Portfolio Review Corp 114 *New 2024-03-31 20,106 $838,000 20,106
   BCS Wealth Management 120 *New 2024-03-31 13,699 $571,000 13,699
   Stratos Wealth Advisors LLC 430 *New 2024-03-31 13,695 $571,000 13,695
   Ausdal Financial Partners Inc. 251 *New 2024-03-31 13,156 $548,000 13,156
   Firestone Capital Management 103 *New 2024-03-31 7,803 $325,000 7,803
   Continuum Advisory LLC 424 *New 2023-12-31 5,508 $218,000 5,508
   Keystone Wealth Services LLC 213 *New 2024-03-31 4,857 $202,000 4,857
   Arkadios Wealth Advisors 653 *New 2024-03-31 4,812 $201,000 4,812
   PCA Investment Advisory Services Inc. 133 *New 2024-03-31 4,810 $200,000 4,810
   UBS Group AG 4869 *New 2023-12-31 2,863 $113,000 2,863
   Sugarloaf Wealth Management LLC 261 *New 2024-03-31 1,664 $69,000 1,664
   PRINCIPAL SECURITIES INC. 1410 *New 2024-03-31 1,650 $69,000 1,650
   Geneos Wealth Management Inc. 1623 *New 2024-03-31 160 $7,000 160
   NBC SECURITIES INC. 1765 *New 2024-03-31 180 $7,000 180
   CWM LLC 4539 *New 2024-03-31 9 $0 9
  20 Records found
  1    
  Page 1 of 1
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