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Get Institutions for : 
Innovator Buffer Step-up Strategy Etf (BSTP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 28    3
Total shares held : 
 847,379  
% of shares held : 
 9.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 299,446  
% of shares held change : 
   3.33%  
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 :
4
 298,087
 35.18%
 
Increased Positions :
10
 39,892
 4.71%
 
Unchanged Positions :
6
 41,740
 4.93%
 
Decreased Positions :
8
-37,533
-4.43%
 
Closed Positions :
1
-1,000
-0.12%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Brookstone Capital Management 172 - 2024-03-31 239,523 $7,247,000 10,792
   Sunbelt Securities Inc. 32 - 2024-03-31 181,204 $5,482,000 159,149
   Cambridge Advisors Inc. 26 - 2024-03-31 94,429 $2,857,000 -569
   D.B. Root & Company LLC 24 - 2024-03-31 79,857 $2,416,000 25,842
   COMMONWEALTH EQUITY SERVICES LLC. 1619 - 2023-12-31 74,703 $2,126,000 3,058
   Valtinson Bruner Financial Planning LLC 40 - 2023-12-31 54,283 $1,545,000 -59
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 198 - 2024-03-31 45,756 $1,384,000 2,560
   Capital Investment Advisory Services LLC 154 - 2024-03-31 44,957 $1,360,000 22
   OLD MISSION CAPITAL LLC 406 *New 2023-12-31 38,982 $1,109,000 38,982
   Capstone Triton Financial Group LLC 49 - 2024-03-31 33,880 $1,025,000 -1,455
   Krilogy Financial LLC 164 - 2024-03-31 26,205 $793,000 -1,300
   ENVESTNET ASSET MANAGEMENT INC 3345 - 2023-12-31 16,497 $469,000 4,198
   GTS SECURITIES LLC 923 *New 2023-12-31 16,359 $466,000 16,359
   BEDEL FINANCIAL CONSULTING INC 133 - 2023-09-30 16,762 $443,000 0
   Bedel Financial Consulting Inc. 141 - 2023-12-31 15,544 $442,000 -1,218
   CAPTRUST FINANCIAL ADVISORS 1906 *New 2023-12-31 14,015 $399,000 14,015
   PRINCIPAL SECURITIES INC. 694 - 2023-12-31 13,741 $391,000 0
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 98 - 2024-03-31 12,214 $370,000 -220
   THRIVENT FINANCIAL FOR LUTHERANS 2282 - 2023-12-31 10,532 $300,000 -568
   EQIS CAPITAL MANAGEMENT, INC. 667 - 2023-12-31 8,411 $239,000 643
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4778 - 2023-12-31 7,656 $218,000 -4,217
   FINANCIAL NETWORK 2528 - 2023-12-31 7,103 $202,000 -1,651
   Advisor Group Holdings Inc. 4418 - 2023-12-31 3,492 $99,000 1,153
   J P MORGAN CHASE & CO 4748 - 2023-12-31 1,564 $45,000 -188
   UBS Group AG 5678 - 2023-12-31 799 $23,000 449
   Steward Partners Investment Advisory LLC 2630 - 2023-12-31 439 $12,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 698 - 2024-03-31 45 $1,000 0
   DHJJ Financial Advisors Ltd. 714 - 2024-03-31 10 $0 0
   IFP Advisors Inc 3123 *Closed 2023-12-31 0 $0 -1,000
   PROEQUITIES INC. 8869 - 2023-12-31 0 $0 0
  30 Records found
  1    
  Page 1 of 1
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