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Get Institutions for : 
Innovator Msci Eafe Power Buffer Etf - July (IJUL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    0
Total shares held : 
 4,927,522  
% of shares held : 
 5.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -13  
Amount of shares held : 
 -649,640  
% of shares held change : 
   -0.72%  
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 :
8
 74,846
 1.52%
 
Increased Positions :
14
 368,983
 7.49%
 
Unchanged Positions :
31
 739,861
 15.01%
 
Decreased Positions :
27
-825,736
-16.76%
 
Closed Positions :
8
-267,733
-5.43%
 
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
   HIGHTOWER ADVISORS, LLC 777 - 2024-03-31 279,497 $7,881,000 -17,751
   Lantz Financial LLC 6 - 2024-03-31 271,715 $7,665,000 -2,847
   Berger Financial Group Inc 35 - 2024-03-31 252,293 $7,117,000 -1,720
   Spectrum Investment Advisors Inc. 9 - 2024-03-31 216,465 $6,106,000 2,750
   BLAIR WILLIAM & CO/IL 445 - 2024-03-31 210,709 $5,944,000 -10,973
   COMMONWEALTH EQUITY SERVICES LLC. 1137 - 2024-03-31 184,134 $5,194,000 -4,182
   Global Strategic Investment Solutions LLC 33 - 2024-03-31 183,360 $5,173,000 1,996
   Advisor Group Holdings Inc. 1042 - 2024-03-31 174,845 $4,926,000 -113,170
   GRADIENT INVESTMENTS LLC 137 - 2024-03-31 173,346 $4,890,000 -636,444
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 4 - 2024-03-31 121,322 $3,422,000 -4,049
   BKD WEALTH ADVISORS LLC 132 - 2024-03-31 98,085 $2,767,000 -12,078
   LINCOLN NATIONAL CORP 278 - 2024-03-31 90,560 $2,555,000 -159,030
   Stratos Wealth Advisors LLC 186 - 2024-03-31 77,060 $2,174,000 35,171
   Cypress Wealth Services LLC 59 - 2024-03-31 57,253 $1,615,000 0
   WorthPointe LLC 18 - 2023-12-31 56,800 $1,541,000 0
   FINANCIAL NETWORK 1112 - 2023-12-31 55,692 $1,510,000 9,691
   Strategic Blueprint LLC 188 - 2024-03-31 49,363 $1,393,000 -667
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1900 - 2024-03-31 45,474 $1,283,000 4,853
   Diligent Investors LLC 92 - 2024-03-31 44,780 $1,263,000 0
   Long Island Wealth Management Inc. 31 - 2023-12-31 46,066 $1,249,000 0
   LPL FINANCIAL CORP 2957 - 2024-03-31 42,877 $1,210,000 1,915
   ENVESTNET ASSET MANAGEMENT INC 2930 - 2023-12-31 36,344 $986,000 -35,530
   Miracle Mile Advisors LLC 283 - 2024-03-31 31,476 $888,000 -403
   ROYAL BANK OF CANADA 3225 *New 2023-12-31 30,344 $823,000 30,344
   H D Vest Advisory Services 833 - 2024-03-31 28,385 $801,000 -475
   TRUSTCORE FINANCIAL SERVICES LLC 135 - 2022-12-31 33,448 $797,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1343 - 2024-03-31 27,398 $773,000 0
   IFRAH FINANCIAL SERVICES INC 87 - 2024-03-31 26,448 $746,000 820
   SageView Advisory Group LLC 244 - 2024-03-31 24,012 $746,000 -53,462
   BCS Wealth Management 94 - 2024-03-31 26,182 $739,000 -646
   HPM Partners LLC - 2023-12-31 26,832 $728,000 -9,870
   JANNEY MONTGOMERY SCOTT LLC 1727 - 2024-03-31 24,358 $687,000 -2,166
   ODonnell Financial Services LLC 26 - 2024-03-31 23,335 $658,000 -565
   CAPTRUST FINANCIAL ADVISORS 1557 - 2023-12-31 23,580 $640,000 0
   CASTLE WEALTH MANAGEMENT LLC 75 - 2024-03-31 20,440 $577,000 -7,149
   Alera Investment Advisors LLC 111 - 2024-03-31 19,165 $541,000 -1,695
   Pillar Wealth Advisors LLC 47 - 2024-03-31 18,085 $510,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2310 - 2024-03-31 16,772 $473,000 -1,635
   DHJJ Financial Advisors Ltd. 86 - 2024-03-31 16,375 $462,000 -200
   HANSON MCCLAIN, INC. 573 - 2024-03-31 15,496 $437,000 -273,593
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 445 - 2024-03-31 15,425 $435,000 -4,320
   Tradition Wealth Management LLC 221 - 2023-12-31 15,493 $420,000 -1,441
   J P MORGAN CHASE & CO 3835 *New 2024-03-31 14,763 $416,000 14,763
   Kestra Advisory Services LLC 1639 - 2023-12-31 14,866 $403,000 1,270
   SECURED RETIREMENT ADVISORS LLC 72 - 2023-12-31 14,483 $393,000 0
   PRW Wealth Management LLC 61 - 2023-09-30 14,700 $369,000 14,700
   NorthCrest Asset Manangement LLC 421 - 2024-03-31 12,984 $366,000 0
   SIGNATUREFD, LLC 628 - 2024-03-31 12,533 $354,000 0
   PERSONAL CFO SOLUTIONS LLC 329 - 2023-12-31 12,932 $351,000 0
   U.S. Capital Wealth Advisors LLC 546 - 2024-03-31 11,525 $325,000 -4,040
   GILL CAPITAL PARTNERS LLC 87 - 2024-03-31 10,735 $294,000 0
   Cetera Investment Advisers 1858 - 2023-12-31 9,619 $261,000 -4,384
   BANK OF MONTREAL /CAN/ 2472 - 2023-12-31 9,200 $251,000 0
   BAILARD BIEHL & KAISER INC 637 - 2024-03-31 8,525 $240,000 0
   CITADEL ADVISORS LLC 4263 *New 2023-12-31 8,842 $240,000 8,842
   PCA Investment Advisory Services Inc. 113 - 2024-03-31 8,469 $239,000 -1
   Chicago Partners Investment Group LLC 635 - 2024-03-31 8,671 $239,000 0
   Fragasso Group Inc. 244 - 2024-03-31 8,067 $228,000 0
   Goss Wealth Management LLC 1648 *New 2023-12-31 8,401 $224,000 8,401
   Arlington Capital Management Inc. 73 - 2024-03-31 7,918 $223,000 24
   Brookstone Capital Management 846 - 2024-03-31 7,679 $217,000 -5,782
   Kingsview Wealth Management LLC 935 - 2024-03-31 7,659 $216,000 -194
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 164 - 2023-12-31 7,908 $214,000 0
   BCJ Capital Management LLC 286 *New 2023-12-31 7,509 $204,000 7,509
   Benchmark Investment Advisors LLC 298 *New 2023-12-31 7,509 $204,000 7,509
   HARBOUR INVESTMENTS INC. 957 - 2023-12-31 5,772 $157,000 0
   Global Trust Asset Management LLC 190 - 2024-03-31 5,000 $141,000 0
   PROEQUITIES INC. 871 - 2024-03-31 4,000 $113,000 0
   CWM LLC 1791 - 2024-03-31 3,965 $112,000 0
   AlphaCore Capital LLC 249 - 2023-12-31 3,600 $98,000 0
   Sunbelt Securities Inc. 724 - 2024-03-31 3,141 $89,000 -680
   PRINCIPAL SECURITIES INC. 1370 - 2024-03-31 2,711 $76,000 -139
   Capital Investment Advisory Services LLC 625 - 2024-03-31 2,275 $64,000 0
   AdvisorNet Financial Inc 839 - 2024-03-31 1,556 $44,000 0
   HARBOR INVESTMENT ADVISORY LLC 661 - 2024-03-31 1,110 $31,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 941 - 2024-03-31 770 $22,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2534 *New 2023-12-31 388 $11,000 388
   Atlantic Trust Group LLC 2688 *New 2024-03-31 120 $3,000 120
   Archer Investment Corp 999 - 2024-03-31 9 $0 0
   AE Wealth Management LLC 2065 *Closed 2023-12-31 0 $0 -12,215
   PRIVATE CLIENT SERVICES LLC 137 *Closed 2024-03-31 0 $0 -45,967
   ACCUVEST GLOBAL ADVISORS 88 *Closed 2023-12-31 0 $0 -64,510
   RAYMOND JAMES & ASSOCIATES 3888 *Closed 2024-03-31 0 $0 -21,646
   UBS Group AG 8050 *Closed 2023-12-31 0 $0 -562
   ADVISORY SERVICES NETWORK, LLC 3331 *Closed 2024-03-31 0 $0 -4,000
   RFG Advisory Group LLC 739 *Closed 2024-03-31 0 $0 -72,362
   Beacon Financial Advisory LLC 260 *Closed 2024-03-31 0 $0 -81,702
   Caitlin John LLC 849 - 2023-12-31 17 $0 0
  88 Records found
  1    
  Page 1 of 1
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