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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
   Valtinson Bruner Financial Planning LLC 18 - 2024-03-31 81,938 $3,414,000 -4,510
   JANNEY MONTGOMERY SCOTT LLC 1226 - 2024-03-31 40,400 $1,683,000 -6,389
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 56 - 2024-03-31 35,458 $1,477,000 -551
   BECK CAPITAL MANAGEMENT LLC 79 - 2023-12-31 30,198 $1,196,000 -1,373
   ENVESTNET ASSET MANAGEMENT INC 2939 - 2023-12-31 24,474 $969,000 -143
   AE Wealth Management LLC 1158 - 2023-12-31 24,052 $969,000 -1,620
   INTEGRAL INVESTMENT ADVISORS INC. 50 - 2024-03-31 23,254 $968,000 -346
   OLD MISSION CAPITAL LLC 450 - 2023-12-31 23,181 $918,000 -16,663
   DHJJ Financial Advisors Ltd. 64 - 2024-03-31 15,872 $661,000 -2,321
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 108 - 2023-12-31 15,172 $601,000 -7,953
   Beacon Pointe Advisors LLC 874 - 2023-12-31 13,045 $517,000 -1,854
   HPM Partners LLC - 2023-12-31 12,655 $501,000 -1,330
   MULTIFINANCIAL SECURITIES CORP 1138 - 2023-12-31 12,310 $488,000 -2,855
   Bellwether Advisors LLC 93 - 2024-03-31 11,334 $472,000 -2,862
   SRS Capital Advisors Inc. 166 - 2023-12-31 11,558 $458,000 -1,101
   MML INVESTORS SERVICES LLC 1807 - 2023-12-31 11,425 $453,000 -85
   Orion Capital Management LLC 76 - 2024-03-31 9,260 $386,000 -1,500
   Weaver Consulting Group 141 - 2024-03-31 8,094 $337,000 -958
   CITADEL ADVISORS LLC 4246 - 2023-12-31 6,179 $245,000 -20,284
   Mutual Advisors LLC 973 - 2024-03-31 5,507 $229,000 -95
   IFP Advisors Inc 1235 - 2023-12-31 2,448 $97,000 -1,940
   Capital Investment Advisory Services LLC 691 - 2024-03-31 874 $36,000 -76

  22 Records found
  1    
  Page 1 of 1
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