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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Valtinson Bruner Financial Planning LLC 4 - 2024-03-31 228,213 $8,124,000 -6,769
   COMMONWEALTH EQUITY SERVICES LLC. 1308 - 2024-03-31 113,002 $4,023,000 -20,961
   ENVESTNET ASSET MANAGEMENT INC 2177 - 2023-12-31 93,809 $3,177,000 -2,155
   Advisor Group Holdings Inc. 1360 - 2024-03-31 89,101 $3,172,000 -24,130
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 34 - 2024-03-31 66,713 $2,375,000 -1,977
   BECK CAPITAL MANAGEMENT LLC 56 - 2023-12-31 61,004 $2,066,000 -6,028
   Collaborative Wealth Managment Inc. 30 - 2024-03-31 46,679 $1,662,000 -4,000
   HIGHTOWER ADVISORS, LLC 1591 - 2024-03-31 38,743 $1,379,000 -7,047
   AE Wealth Management LLC 1057 - 2023-12-31 37,160 $1,281,000 -3,233
   Strategic Blueprint LLC 208 - 2024-03-31 35,472 $1,263,000 -1,314
   JANNEY MONTGOMERY SCOTT LLC 1411 - 2024-03-31 33,933 $1,208,000 -14,154
   LINCOLN NATIONAL CORP 467 - 2024-03-31 33,236 $1,183,000 -5,903
   RETIREMENT PLANNING GROUP 90 - 2024-03-31 30,211 $1,076,000 -143,033
   HPM Partners LLC - 2023-12-31 31,455 $1,065,000 -14,120
   BB&T CORP 1535 - 2023-12-31 31,084 $1,053,000 -7,842
   FINANCIAL NETWORK 1373 - 2023-12-31 29,625 $1,003,000 -150
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1732 - 2024-03-31 27,726 $987,000 -1,959
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2059 - 2024-03-31 27,648 $984,000 -1,195
   INTEGRAL INVESTMENT ADVISORS INC. 60 - 2024-03-31 24,802 $882,000 -169
   OLD MISSION CAPITAL LLC 478 - 2023-12-31 24,579 $832,000 -17,742
   Outlook Wealth Advisors LLC 96 - 2024-03-31 20,011 $712,000 -1,639
   DHJJ Financial Advisors Ltd. 61 - 2024-03-31 19,450 $692,000 -687
   Maltin Wealth Management Inc. 71 - 2024-03-31 15,820 $563,000 -261
   SRS Capital Advisors Inc. 189 - 2023-12-31 11,909 $403,000 -1,174
   BCS Wealth Management 165 - 2024-03-31 10,667 $380,000 -11,513
   Pinnacle Wealth Management Group Inc. 69 - 2024-03-31 10,470 $373,000 -3,000
   Beacon Pointe Advisors LLC 985 - 2023-12-31 10,777 $365,000 -2,451
   Brookstone Capital Management 708 - 2024-03-31 9,611 $342,000 -2,822
   TOWNSQUARE CAPITAL LLC 881 - 2023-12-31 9,947 $337,000 -4,955
   Bluesphere Advisors LLC 71 - 2024-03-31 9,391 $334,000 -366
   Kathmere Capital Management LLC 218 - 2024-03-31 8,982 $320,000 -1,754
   MULTIFINANCIAL SECURITIES CORP 1409 - 2023-12-31 8,976 $304,000 -1,892
   Lantz Financial LLC 167 - 2024-03-31 8,272 $294,000 -340
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 559 - 2024-03-31 7,045 $251,000 -1,155
   HARBOUR INVESTMENTS INC. 986 - 2023-12-31 4,294 $145,000 -1,960
   Castleview Partners LLC 347 - 2024-03-31 1,490 $53,000 -282
   IFP Advisors Inc 1635 - 2023-12-31 1,097 $37,000 -285
   BANK OF MONTREAL /CAN/ 3121 - 2023-12-31 750 $25,000 -1,000
  38 Records found
  1    
  Page 1 of 1
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