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Get Institutions for : 
Innovator Premium Income 20 Barrier Etf - July (JULH)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    2
Total shares held : 
 655,289  
% of shares held : 
 7.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 50,458  
% of shares held change : 
   0.56%  
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 :
2
 46,589
 7.11%
 
Increased Positions :
3
 25,104
 3.83%
 
Unchanged Positions :
10
 193,268
 29.49%
 
Decreased Positions :
7
-21,235
-3.24%
 
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
   Atria Wealth Solutions Inc. - 2023-12-31 83,065 $2,074,000 -5,765
   Bullseye Investment Management LLC 24 - 2023-12-31 73,705 $1,839,000 -6,511
   Brookstone Capital Management 379 - 2024-03-31 67,591 $1,685,000 -2,535
   RPg Family Wealth Advisory LLC - 2023-12-31 56,118 $1,427,000 -3,543
   Maia Wealth LLC 49 - 2023-12-31 50,202 $1,253,000 0
   OLD MISSION CAPITAL LLC 396 *New 2023-12-31 46,389 $1,158,000 46,389
   STEPHENS INC /AR/ 526 - 2023-12-31 42,179 $1,053,000 0
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 49 - 2023-12-31 40,371 $1,008,000 0
   Pensionmark Financial Group LLC 170 - 2023-12-31 30,548 $777,000 -1,138
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3116 - 2024-03-31 25,542 $637,000 -3,683
   COMMONWEALTH EQUITY SERVICES LLC. 2608 - 2024-03-31 24,824 $619,000 380
   AE Wealth Management LLC 1398 - 2023-12-31 20,763 $521,000 5,468
   Schulz Wealth LTD. 30 - 2024-03-31 19,000 $474,000 0
   SECURED RETIREMENT ADVISORS LLC 69 - 2023-12-31 18,857 $471,000 0
   MML INVESTORS SERVICES LLC 1866 - 2023-12-31 16,177 $404,000 -31
   PRINCIPAL SECURITIES INC. 882 - 2024-03-31 11,199 $279,000 0
   Accurate Wealth Management LLC 227 - 2024-03-31 10,966 $274,000 -295
   Outlook Wealth Advisors LLC 241 - 2024-03-31 9,120 $227,000 0
   HARBOR INVESTMENT ADVISORY LLC 581 - 2024-03-31 2,020 $50,000 0
   HARBOUR INVESTMENTS INC. 2254 - 2023-12-31 280 $7,000 0
   UBS Group AG *New 2023-12-31 200 $5,000 200
   Coastal Investment Advisors Inc. 749 *New 2024-03-31 180 $4,000 180
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 702 - 2024-03-31 40 $1,000 0
   PROEQUITIES INC. 9038 *New 2024-03-31 0 $0 0
  24 Records found
  1    
  Page 1 of 1
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