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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    4
Total shares held : 
 2,276,945  
% of shares held : 
 2.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -31  
Amount of shares held : 
 -608,512  
% of shares held change : 
   -0.68%  
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 :
5
 22,673
 1%
 
Increased Positions :
9
 97,618
 4.29%
 
Unchanged Positions :
25
 395,807
 17.38%
 
Decreased Positions :
36
-226,778
-9.96%
 
Closed Positions :
9
-502,025
-22.05%
 
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
   Chicago Partners Investment Group LLC 271 - 2024-03-31 37,190 $1,329,000 0
   Lion Street Advisors LLC 42 - 2024-03-31 31,397 $1,063,000 0
   SIGNATUREFD, LLC 315 - 2024-03-31 27,313 $972,000 0
   KFG WEALTH MANAGEMENT LLC 51 - 2024-03-31 27,131 $966,000 0
   Snowden Capital Advisors LLC 507 - 2023-12-31 22,318 $756,000 0
   GILL CAPITAL PARTNERS LLC 63 - 2024-03-31 14,835 $532,000 0
   Fragasso Group Inc. 159 - 2024-03-31 14,848 $529,000 0
   Stratos Wealth Advisors LLC 456 - 2024-03-31 14,124 $503,000 0
   Allegiance Financial Group Advisory Services LLC 48 - 2024-03-31 13,114 $467,000 0
   RETIREMENT GUYS FORMULA LLC 97 - 2024-03-31 13,061 $465,000 0
   FINANCIAL ARCHITECTS INC 243 - 2023-06-30 11,184 $355,000 0
   Spire Wealth Management 611 - 2024-03-31 9,950 $354,000 0
   Orion Capital Management LLC 89 - 2024-03-31 8,700 $310,000 0
   Kingsview Wealth Management LLC 815 - 2024-03-31 8,292 $295,000 0
   HANSON MCCLAIN, INC. 694 - 2024-03-31 7,580 $270,000 0
   Soltis Investment Advisors LLC 261 - 2024-03-31 7,269 $259,000 0
   H D Vest Advisory Services 1397 - 2024-03-31 7,087 $252,000 0
   Pathway Financial Advisors LLC 143 - 2024-03-31 6,620 $236,000 0
   PRINCIPAL SECURITIES INC. 1121 - 2024-03-31 4,140 $147,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1108 - 2024-03-31 2,640 $94,000 0
   Steward Partners Investment Advisory LLC 1871 - 2023-12-31 1,867 $63,000 0
   Integrity Financial Corp /WA 146 - 2024-03-31 1,629 $58,000 0
   CWM LLC 3239 - 2024-03-31 322 $11,000 0
   Sutton Wealth Advisors Inc. 565 - 2023-09-30 198 $6,000 0
   Global Trust Asset Management LLC 435 - 2024-03-31 26 $1,000 0
   PROEQUITIES INC. 8571 - 2024-03-31 0 $0 0
  26 Records found
  1    
  Page 1 of 1
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