Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Innovator S&p 500 Buffer Etf - September (BSEP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 91    4
Total shares held : 
3,948,564  
% of shares held : 
43.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
-193,036  
% of shares held change : 
  -2.14%  
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 :
7
 45,362
 1.15%
 
Increased Positions :
24
 410,353
 10.39%
 
Unchanged Positions :
32
 392,348
 9.94%
 
Decreased Positions :
28
-629,229
-15.94%
 
Closed Positions :
3
-19,522
-0.49%
 
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
   Diligent Investors LLC 18 - 2024-03-31 94,490 $3,712,000 0
   Strategic Blueprint LLC 201 - 2024-03-31 33,471 $1,315,000 0
   Maltin Wealth Management Inc. 49 - 2024-03-31 29,592 $1,162,000 0
   Bellwether Advisors LLC 79 - 2024-03-31 21,022 $826,000 0
   Garden State Investment Advisory Services LLC 73 - 2023-12-31 21,250 $779,000 0
   Lion Street Advisors LLC 73 - 2024-03-31 20,423 $749,000 0
   Fragasso Group Inc. 138 - 2024-03-31 18,590 $730,000 0
   My Personal CFO LLC 50 - 2024-03-31 18,230 $716,000 0
   Chicago Partners Investment Group LLC 386 - 2024-03-31 17,216 $664,000 0
   Stratos Wealth Advisors LLC 411 - 2024-03-31 16,281 $640,000 0
   Capital Investment Advisory Services LLC 281 - 2024-03-31 13,573 $533,000 0
   HARBOUR INVESTMENTS INC. 590 - 2023-12-31 11,425 $419,000 0
   BCGM Wealth Management LLC 101 - 2024-03-31 10,000 $393,000 0
   Lewis Asset Management LLC 75 - 2024-03-31 9,206 $362,000 0
   BCJ Capital Management LLC 225 - 2023-12-31 9,175 $337,000 0
   Visionary Wealth Advisors 392 - 2023-12-31 8,048 $295,000 0
   Share Andrew L. 9 - 2024-03-31 6,480 $255,000 0
   Spire Wealth Management 728 - 2024-03-31 6,078 $239,000 0
   Soltis Investment Advisors LLC 276 - 2024-03-31 5,716 $225,000 0
   IFP Advisors Inc 1015 - 2023-12-31 4,504 $165,000 0
   Sugarloaf Wealth Management LLC 199 - 2024-03-31 3,531 $139,000 0
   AdvisorNet Financial Inc 651 - 2024-03-31 2,335 $92,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1118 - 2024-03-31 2,300 $90,000 0
   Cape Investment Advisory Inc. 273 - 2023-12-31 2,138 $78,000 0
   Orion Capital Management LLC 210 - 2024-03-31 1,630 $64,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 790 - 2024-03-31 1,000 $39,000 0
   EverSource Wealth Advisors LLC 1291 - 2023-12-31 491 $18,000 0
   CWM LLC 3709 - 2024-03-31 109 $4,000 0
   PROEQUITIES INC. 9101 - 2024-03-31 0 $0 0

  29 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results