Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator Russell 2000 Power Buffer Etf - January (KJAN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    10
Total shares held : 
 4,390,106  
% of shares held : 
 48.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 1,612,311  
% of shares held change : 
   17.91%  
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 :
17
 1,340,090
 30.53%
 
Increased Positions :
17
 760,809
 17.33%
 
Unchanged Positions :
26
 469,610
 10.7%
 
Decreased Positions :
25
-317,844
-7.24%
 
Closed Positions :
7
-170,744
-3.89%
 
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
   SMI Advisory Services LLC 32 - 2024-03-31 109,616 $3,835,000 -486,975
   AdvisorNet Financial Inc 62 - 2024-03-31 106,061 $3,751,000 -156
   BKD WEALTH ADVISORS LLC 176 - 2024-03-31 46,087 $1,630,000 -6,481
   FINANCIAL NETWORK 1099 - 2023-12-31 45,209 $1,551,000 -8,090
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 335 - 2024-03-31 19,239 $680,000 -100
   ENVESTNET ASSET MANAGEMENT INC 3158 - 2023-12-31 19,163 $657,000 -7,951
   MULTIFINANCIAL SECURITIES CORP 1067 - 2023-12-31 16,168 $555,000 -170
   Koshinski Asset Management Inc. 323 - 2024-03-31 13,685 $484,000 -9,520
   Resources Investment Advisors Inc. 836 - 2024-03-31 10,576 $374,000 -583
   CoreCap Advisors LLC 424 - 2023-12-31 9,753 $335,000 -569
   Valtinson Bruner Financial Planning LLC 93 - 2024-03-31 8,654 $306,000 -1,288
   TFB Advisors LLC 200 - 2024-03-31 8,760 $300,000 -2,405
   Collaborative Wealth Managment Inc. 142 - 2024-03-31 6,595 $233,000 -4,629
   Alera Investment Advisors LLC 153 - 2024-03-31 6,506 $230,000 -1,731
   InterOcean Capital Group LLC 422 - 2023-12-31 6,170 $212,000 -1,800
   STEPHENS INC /AR/ 1070 - 2023-12-31 6,030 $207,000 -600
   HARBOUR INVESTMENTS INC. 1159 - 2023-12-31 2,702 $93,000 -238
   UBS Group AG 5829 - 2023-12-31 513 $18,000 -1,427
   J P MORGAN CHASE & CO 6256 - 2024-03-31 2,604 $0 -3,697
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us