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Get Institutions for : 
Innovator Intl Developed Power Buffer Etf - Oct (IOCT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    6
Total shares held : 
 2,883,714  
% of shares held : 
 50.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 600,853  
% of shares held change : 
   10.45%  
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 :
13
 407,109
 14.12%
 
Increased Positions :
17
 737,538
 25.58%
 
Unchanged Positions :
10
 108,614
 3.77%
 
Decreased Positions :
12
-157,272
-5.45%
 
Closed Positions :
7
-386,522
-13.4%
 
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
   Global Strategic Investment Solutions LLC 9 - 2023-12-31 971,929 $27,156,000 613,217
   IFP Advisors Inc 31 - 2023-12-31 416,683 $11,642,000 -51,672
   Goss Wealth Management LLC 281 *New 2023-12-31 240,330 $6,661,000 240,330
   COMMONWEALTH EQUITY SERVICES LLC. 1127 - 2023-12-31 163,999 $4,582,000 -9,822
   WPWealth LLP 12 - 2023-12-31 155,904 $4,356,000 -15,037
   Advisor Group Holdings Inc. 1550 - 2023-12-31 105,621 $2,951,000 51,062
   BKD WEALTH ADVISORS LLC 137 - 2024-03-31 90,647 $2,622,000 -13,502
   CAPTRUST FINANCIAL ADVISORS 899 - 2023-12-31 72,738 $2,032,000 1,723
   Lantz Financial LLC 54 - 2024-03-31 61,973 $1,792,000 -504
   TRUSTCORE FINANCIAL SERVICES LLC 82 - 2022-12-31 71,314 $1,695,000 8,314
   CWM LLC 805 - 2024-03-31 37,838 $1,094,000 1,664
   Berger Financial Group Inc 161 - 2024-03-31 29,052 $840,000 -946
   SageView Advisory Group LLC 241 - 2023-12-31 29,844 $835,000 20,118
   ENVESTNET ASSET MANAGEMENT INC 3065 - 2023-12-31 27,870 $779,000 -31,137
   HIGHTOWER ADVISORS, LLC 1977 - 2023-12-31 26,290 $735,000 11,194
   InterOcean Capital Group LLC 231 - 2023-12-31 25,930 $724,000 0
   CITADEL ADVISORS LLC 3318 - 2023-12-31 23,662 $661,000 -871
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2070 - 2024-03-31 21,568 $624,000 645
   Pillar Wealth Advisors LLC 42 - 2023-12-31 22,246 $622,000 0
   GOLDMAN SACHS GROUP INC/ 3755 *New 2023-12-31 21,293 $595,000 21,293
   H D Vest Advisory Services 906 - 2023-12-31 21,279 $595,000 -28,581
   FINANCIAL NETWORK 1756 - 2023-12-31 20,610 $576,000 9,819
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2441 - 2024-03-31 18,521 $536,000 1,564
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 118 - 2023-12-31 18,784 $525,000 0
   LINCOLN NATIONAL CORP 656 - 2023-12-31 18,037 $504,000 0
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 64 *New 2023-12-31 17,105 $478,000 17,105
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3878 - 2023-12-31 16,547 $462,000 -2,484
   Tradition Wealth Management LLC 216 - 2023-12-31 15,535 $434,000 -130
   BCS Wealth Management 163 - 2024-03-31 13,290 $384,000 -1,375
   Claro Advisors LLC 276 - 2024-03-31 12,923 $374,000 -1,540
   U.S. Capital Wealth Advisors LLC 511 - 2023-12-31 13,234 $370,000 -1,875
   TOWNSQUARE CAPITAL LLC 873 - 2023-12-31 12,334 $345,000 -11
   Allen Capital Group LLC 148 - 2024-03-31 11,883 $344,000 0
   D.B. Root & Company LLC 143 - 2024-03-31 11,684 $338,000 -3,893
   CYPRESS FINANCIAL PLANNING LLC 48 - 2024-03-31 11,549 $334,000 2,000
   BROWN WEALTH MANAGEMENT LLC 67 - 2023-12-31 10,661 $298,000 -146
   Benchmark Investment Advisors LLC 252 *New 2023-12-31 10,336 $289,000 10,336
   BCJ Capital Management LLC 242 *New 2023-12-31 10,336 $289,000 10,336
   LPL FINANCIAL CORP 4071 - 2023-12-31 10,004 $280,000 794
   Diligent Investors LLC 273 *New 2023-12-31 8,494 $237,000 8,494
   Arlington Capital Management Inc. 74 - 2024-03-31 7,708 $223,000 -88
   Arete Wealth Advisors LLC 677 *New 2023-12-31 7,205 $201,000 7,205
   Sunbelt Securities Inc. 585 - 2024-03-31 5,507 $159,000 0
   Long Island Wealth Management Inc. 86 - 2023-12-31 4,920 $137,000 0
   Global Trust Asset Management LLC 231 - 2024-03-31 3,000 $87,000 0
   HARBOUR INVESTMENTS INC. 1351 - 2023-12-31 2,261 $63,000 596
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 328 - 2024-03-31 2,049 $59,000 0
   Capital Analysts Inc. 648 - 2023-12-31 1,765 $49,000 0
   Sugarloaf Wealth Management LLC 314 - 2024-03-31 1,500 $43,000 0
   UBS Group AG 5530 - 2023-12-31 1,072 $30,000 1,072
   DHJJ Financial Advisors Ltd. 325 - 2024-03-31 1,030 $30,000 -200
   AdvisorNet Financial Inc 976 - 2024-03-31 959 $28,000 0
   KISTLERTIFFANY COMPANIES, LLC 604 - 2023-06-30 880 $23,000 0
   CREATIVE PLANNING 2886 *Closed 2023-12-31 0 $0 -880
   Feltz Wealth PLAN Inc. 332 *Closed 2023-12-31 0 $0 -168,290
   PROEQUITIES INC. 8517 - 2023-12-31 0 $0 0
   WealthPlan Investment Management LLC 191 *Closed 2023-12-31 0 $0 -165,378
   Kestra Advisory Services LLC 2296 *Closed 2023-12-31 0 $0 -8,077
   OLD MISSION CAPITAL LLC 1142 *Closed 2023-12-31 0 $0 -18,013
  59 Records found
  1    
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