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Get Institutions for : 
Innovator Laddered Allocation Buffer Etf (BUFB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    9
Total shares held : 
1,539,253  
% of shares held : 
1.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
293,941  
% of shares held change : 
  0.33%  
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 :
9
 323,351
 21.01%
 
Increased Positions :
7
 92,127
 5.99%
 
Unchanged Positions :
7
 29,160
 1.89%
 
Decreased Positions :
13
-121,537
-7.9%
 
Closed Positions :
0
0
0%
 
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
   ENVESTNET ASSET MANAGEMENT INC 1823 - 2023-12-31 197,959 $5,495,000 -63,475
   Pensionmark Financial Group LLC 33 - 2023-12-31 163,878 $4,549,000 -2,154
   Visionary Wealth Advisors 124 - 2023-12-31 103,013 $2,859,000 -7,668
   Kathmere Capital Management LLC 53 - 2024-03-31 92,123 $2,707,000 -9,194
   CAPITAL WEALTH MANAGEMENT LLC 19 - 2024-03-31 68,797 $2,021,000 -2,693
   SageView Advisory Group LLC 129 - 2024-03-31 61,135 $1,729,000 -53,409
   Bedel Financial Consulting Inc. 77 - 2024-03-31 33,491 $984,000 -9,893
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2756 - 2024-03-31 28,902 $849,000 -258
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2218 - 2024-03-31 17,931 $527,000 -35
   ADVISORY SERVICES NETWORK, LLC 1132 - 2024-03-31 10,666 $313,000 -489
   RFG Advisory Group LLC 609 - 2024-03-31 10,145 $298,000 -144
   Tradition Wealth Management LLC 553 - 2023-12-31 2,439 $68,000 -200

  12 Records found
  1    
  Page 1 of 1
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