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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   HIGHTOWER ADVISORS, LLC 755 - 2023-12-31 297,248 $8,061,000 -5,833
   Advisor Group Holdings Inc. 932 - 2023-12-31 288,015 $7,811,000 -3,823
   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
   LINCOLN NATIONAL CORP 103 - 2023-12-31 249,590 $6,769,000 21,533
   BLAIR WILLIAM & CO/IL 419 - 2023-12-31 221,682 $6,012,000 -5,174
   Spectrum Investment Advisors Inc. 8 - 2023-12-31 213,715 $5,796,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 1062 - 2023-12-31 188,316 $5,107,000 22,857
   Global Strategic Investment Solutions LLC 37 - 2023-12-31 181,364 $4,919,000 -666,252
   GRADIENT INVESTMENTS LLC 137 - 2024-03-31 173,346 $4,890,000 -636,444
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 4 - 2023-12-31 125,371 $3,400,000 -4,084
   BKD WEALTH ADVISORS LLC 132 - 2024-03-31 98,085 $2,767,000 -12,078
   Beacon Financial Advisory LLC - 2023-12-31 81,702 $2,216,000 -7,247
   Stratos Wealth Advisors LLC 186 - 2024-03-31 77,060 $2,174,000 35,171
   SageView Advisory Group LLC 107 - 2023-12-31 77,474 $2,100,000 0
   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
   Long Island Wealth Management Inc. 31 - 2023-12-31 46,066 $1,249,000 0
   PRIVATE CLIENT SERVICES LLC 24 - 2023-12-31 45,967 $1,247,000 0
   Diligent Investors LLC 86 - 2023-12-31 44,780 $1,215,000 0
   LPL FINANCIAL CORP 2913 - 2023-12-31 40,962 $1,111,000 8,811
   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
   TRUSTCORE FINANCIAL SERVICES LLC 135 - 2022-12-31 33,448 $797,000 0
   H D Vest Advisory Services 802 - 2023-12-31 28,860 $783,000 -31,281
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1343 - 2024-03-31 27,398 $773,000 0
   CASTLE WEALTH MANAGEMENT LLC 53 - 2023-12-31 27,589 $748,000 13,705
   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 1642 - 2023-12-31 26,524 $719,000 4,038
   IFRAH FINANCIAL SERVICES INC 84 - 2023-12-31 25,628 $695,000 -1,821
   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
   Alera Investment Advisors LLC - 2023-12-31 20,860 $566,000 -372
   Pillar Wealth Advisors LLC 47 - 2023-12-31 18,085 $490,000 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
   U.S. Capital Wealth Advisors LLC 484 - 2023-12-31 15,565 $422,000 -2,000
   Tradition Wealth Management LLC 221 - 2023-12-31 15,493 $420,000 -1,441
   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
   PERSONAL CFO SOLUTIONS LLC 329 - 2023-12-31 12,932 $351,000 0
   SIGNATUREFD, LLC 603 - 2023-12-31 12,533 $340,000 0
   GILL CAPITAL PARTNERS LLC 87 - 2023-12-31 10,735 $291,000 -885
   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
   CITADEL ADVISORS LLC 4263 *New 2023-12-31 8,842 $240,000 8,842
   Chicago Partners Investment Group LLC 635 - 2024-03-31 8,671 $239,000 0
   BAILARD BIEHL & KAISER INC 633 - 2023-12-31 8,525 $231,000 0
   PCA Investment Advisory Services Inc. 101 - 2023-12-31 8,470 $230,000 426
   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
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 164 - 2023-12-31 7,908 $214,000 0
   Kingsview Wealth Management LLC 881 *New 2023-12-31 7,853 $213,000 7,853
   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
   CWM LLC 1791 - 2024-03-31 3,965 $112,000 0
   PROEQUITIES INC. 867 - 2023-12-31 4,000 $108,000 0
   ADVISORY SERVICES NETWORK, LLC 1590 *New 2023-12-31 4,000 $108,000 4,000
   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. 1269 - 2023-12-31 2,850 $77,000 0
   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 906 - 2023-12-31 770 $21,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2534 *New 2023-12-31 388 $11,000 388
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5844 *Closed 2023-12-31 0 $0 -14,030
   Compass Advisory Group LLC 72 *Closed 2023-12-31 0 $0 -165,673
   Archer Investment Corp 996 - 2023-12-31 9 $0 0
   AE Wealth Management LLC 2065 *Closed 2023-12-31 0 $0 -12,215
   ACCUVEST GLOBAL ADVISORS 88 *Closed 2023-12-31 0 $0 -64,510
   Nelson Van Denburg & Campbell Wealth Management Gr 1557 *Closed 2023-12-31 0 $0 -1,220
   RAYMOND JAMES & ASSOCIATES 3888 *Closed 2024-03-31 0 $0 -21,646
   UBS Group AG 8050 *Closed 2023-12-31 0 $0 -562
   RFG Advisory Group LLC 739 *Closed 2024-03-31 0 $0 -72,362
   Caitlin John LLC 849 - 2023-12-31 17 $0 0
  89 Records found
  1    
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