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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 21    7
Total shares held : 
609,927  
% of shares held : 
6.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
9,586  
% of shares held change : 
  0.11%  
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 :
7
 24,574
 4.03%
 
Increased Positions :
5
 22,701
 3.72%
 
Unchanged Positions :
4
 54,431
 8.92%
 
Decreased Positions :
5
-37,689
-6.18%
 
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
   Bullseye Investment Management LLC 13 - 2023-12-31 163,702 $4,076,000 -23,855
   Brookstone Capital Management 398 - 2024-03-31 62,758 $1,563,000 -72,068
   RPg Family Wealth Advisory LLC - 2023-12-31 55,949 $1,415,000 -3,526
   Kestra Advisory Services LLC 1113 - 2023-12-31 40,058 $997,000 -61
   PRINCIPAL SECURITIES INC. 458 - 2023-12-31 32,980 $821,000 0
   Pensionmark Financial Group LLC 177 - 2023-12-31 28,400 $719,000 -1,804
   KFG WEALTH MANAGEMENT LLC 64 - 2024-03-31 28,682 $714,000 103
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 70 - 2024-03-31 27,331 $681,000 -863
   Stratos Wealth Advisors LLC 434 - 2024-03-31 22,705 $565,000 -435
   Atria Wealth Solutions Inc. 1175 - 2023-12-31 20,631 $514,000 0
   OLD MISSION CAPITAL LLC 709 - 2023-12-31 13,998 $349,000 13,998
   COMMONWEALTH EQUITY SERVICES LLC. 3398 - 2024-03-31 10,081 $251,000 -3,995
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4766 *New 2023-12-31 8,844 $220,000 8,844
   Cetera Investment Advisers 1979 *New 2023-12-31 8,740 $218,000 8,740
   IFP Advisors Inc 1114 *New 2023-12-31 5,395 $134,000 5,395
   Orion Capital Management LLC 312 *New 2023-12-31 925 $23,000 925
   Advisor Group Holdings Inc. 5502 *New 2023-12-31 625 $16,000 625
   HARBOUR INVESTMENTS INC. 2116 - 2023-12-31 440 $11,000 0
   Sunbelt Securities Inc. 1238 - 2024-03-31 380 $9,000 0
   UBS Group AG 6891 *New 2023-12-31 45 $1,000 45
   PROEQUITIES INC. - 2024-03-31 0 $0 0

  21 Records found
  1    
  Page 1 of 1
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