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Get Institutions for : 
Innovator Nasdaq-100 Power Buffer Etf - April (NAPR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 73    8
Total shares held : 
1,657,834  
% of shares held : 
1.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -31  
Amount of shares held : 
-638,593  
% of shares held change : 
  -0.71%  
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
 12,898
 0.78%
 
Increased Positions :
10
 62,211
 3.75%
 
Unchanged Positions :
28
 260,374
 15.71%
 
Decreased Positions :
33
-440,372
-26.56%
 
Closed Positions :
10
-273,330
-16.49%
 
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
   Advisor Group Holdings Inc. 614 - 2023-12-31 317,993 $14,145,000 -255,343
   FOCUS Wealth Advisors LLC 4 - 2024-03-31 206,229 $9,385,000 42,014
   COMMONWEALTH EQUITY SERVICES LLC. 1005 - 2023-12-31 130,040 $5,785,000 12,563
   FIRST HEARTLAND CONSULTANTS INC 62 - 2023-12-31 82,461 $3,668,000 -57,971
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1122 - 2024-03-31 55,583 $2,530,000 2,050
   Valtinson Bruner Financial Planning LLC 33 - 2023-12-31 48,448 $2,155,000 -1,467
   Strategic Blueprint LLC 137 - 2024-03-31 46,351 $2,109,000 329
   WealthPlan Investment Management LLC 76 - 2023-12-31 40,705 $1,811,000 -34,877
   Cambridge Advisors Inc. 40 - 2024-03-31 35,777 $1,628,000 0
   PRINCIPAL SECURITIES INC. 293 - 2023-12-31 35,474 $1,578,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1850 - 2024-03-31 30,345 $1,381,000 1,444
   Sugarloaf Wealth Management LLC 44 - 2024-03-31 29,972 $1,364,000 0
   Brookstone Capital Management 425 - 2024-03-31 29,060 $1,323,000 23,153
   AdvisorNet Financial Inc 195 - 2024-03-31 23,963 $1,091,000 -6,697
   FINANCIAL NETWORK 1328 - 2023-12-31 24,015 $1,068,000 -924
   Apollon Wealth Management LLC 455 - 2023-12-31 22,200 $988,000 0
   CENTAURUS FINANCIAL INC. 246 - 2023-12-31 21,064 $937,000 -212
   BCS Wealth Management 80 - 2024-03-31 20,344 $926,000 -1,092
   LPL FINANCIAL CORP 3067 - 2023-12-31 20,782 $924,000 13,421
   WOLVERINE TRADING LLC 481 - 2023-12-31 19,615 $873,000 9,865
   CWM LLC 905 - 2024-03-31 19,171 $872,000 1,204
   Kestra Advisory Services LLC 1206 - 2023-12-31 19,086 $849,000 -10,858
   CoreCap Advisors LLC 268 - 2023-12-31 18,241 $811,000 2,364
   MCCORMACK ADVISORS INTERNATIONAL 495 - 2023-12-31 17,773 $791,000 -47
   M HOLDINGS SECURITIES, INC. 129 - 2023-12-31 17,635 $784,000 -106
   Sequoia Financial Advisors LLC - 2023-12-31 16,562 $737,000 0
   JANNEY MONTGOMERY SCOTT LLC 1646 - 2023-12-31 15,997 $712,000 9,447
   Pillar Wealth Advisors LLC 40 - 2023-12-31 15,620 $695,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3300 - 2023-12-31 15,564 $692,000 -1,260
   Atria Wealth Solutions Inc. 1042 - 2023-12-31 15,027 $668,000 -5,297
   LINCOLN NATIONAL CORP 565 - 2023-12-31 14,988 $667,000 0
   Cypress Wealth Services LLC 117 - 2024-03-31 13,757 $626,000 0
   Cetera Investment Advisers 1379 - 2023-12-31 13,896 $618,000 -1,328
   ADVISORY SERVICES NETWORK, LLC 814 - 2023-12-31 13,575 $604,000 0
   Keystone Wealth Services LLC 113 - 2024-03-31 12,955 $590,000 615
   Visionary Wealth Advisors 299 - 2023-12-31 12,478 $555,000 0
   Arkadios Wealth Advisors - 2023-12-31 11,714 $521,000 -1,373
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1577 - 2024-03-31 10,945 $498,000 3,845
   PFG Advisors 366 - 2023-12-31 10,970 $488,000 -6,069
   MULTIFINANCIAL SECURITIES CORP 1145 - 2023-12-31 10,878 $484,000 -757
   Koshinski Asset Management Inc. 293 - 2023-12-31 10,530 $468,000 3,780
   Diligent Investors LLC 185 - 2023-12-31 10,296 $458,000 0
   DHJJ Financial Advisors Ltd. 87 - 2024-03-31 10,010 $456,000 -6,391
   Outlook Wealth Advisors LLC 149 - 2024-03-31 10,001 $455,000 2,201
   Arlington Capital Management Inc. 59 - 2024-03-31 10,001 $455,000 3,155
   Worth Financial Advisory Group LLC 77 - 2023-12-31 9,990 $444,000 0
   Goss Wealth Management LLC 1348 - 2023-12-31 9,582 $430,000 0
   IFP Advisors Inc 632 - 2023-12-31 9,069 $403,000 -550
   Stratos Wealth Advisors LLC 506 - 2024-03-31 8,567 $390,000 -705
   Focus Financial Network Inc. 445 - 2024-03-31 8,291 $368,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 282 - 2023-12-31 8,220 $366,000 0
   BB&T CORP 2228 - 2023-12-31 7,111 $316,000 -6,943
   TOWNSQUARE CAPITAL LLC 899 - 2023-12-31 7,088 $315,000 0
   AE Wealth Management LLC 1679 - 2023-12-31 6,828 $306,000 -5,543
   OLD MISSION CAPITAL LLC 744 - 2023-12-31 6,689 $298,000 -11,113
   CRA Financial Services LLC 185 - 2024-03-31 6,359 $289,000 0
   Sound View Wealth Advisors Group LLC 313 - 2023-12-31 6,156 $274,000 -1,124
   Steward Partners Investment Advisory LLC 1250 - 2023-12-31 6,104 $272,000 0
   GTS SECURITIES LLC 1146 *New 2023-12-31 6,052 $269,000 6,052
   CITADEL ADVISORS LLC 4256 - 2023-12-31 5,452 $243,000 5,452
   BROWN WEALTH MANAGEMENT LLC 77 - 2023-12-31 5,313 $236,000 0
   Nikulski Financial Inc. 117 - 2024-03-31 5,100 $232,000 0
   Cedar Brook Financial Partners LLC 384 *New 2024-03-31 4,989 $227,000 4,989
   H D Vest Advisory Services 1399 - 2023-12-31 5,048 $225,000 -13,556
   FOCUS FINANCIAL NETWORK INC /ADV 662 - 2023-12-31 4,808 $214,000 0
   HARBOUR INVESTMENTS INC. 932 - 2023-12-31 3,699 $165,000 0
   Long Island Wealth Management Inc. 79 - 2023-12-31 3,510 $156,000 0
   Sunbelt Securities Inc. 638 - 2024-03-31 2,874 $131,000 -485
   BLAIR WILLIAM & CO/IL 1477 - 2023-12-31 2,593 $115,000 0
   Capital Analysts Inc. 534 - 2023-12-31 2,160 $96,000 0
   SIGNATUREFD, LLC 1184 - 2023-12-31 1,933 $86,000 0
   COMERICA BANK 2625 - 2023-12-31 1,500 $67,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 518 - 2024-03-31 209 $10,000 0
   PROEQUITIES INC. 1672 - 2023-12-31 236 $10,000 0
   Global Trust Asset Management LLC 364 - 2024-03-31 200 $9,000 0
   MORGAN STANLEY 6999 *Closed 2023-12-31 0 $0 -548
   ACCUVEST GLOBAL ADVISORS 112 *Closed 2023-12-31 0 $0 -22,487
   Feltz Wealth PLAN Inc. 325 *Closed 2023-12-31 0 $0 -38,589
   Sigma Planning Corp 1118 *Closed 2023-12-31 0 $0 -14,254
   NATIONAL ASSET MANAGEMENT, INC. 1473 *Closed 2023-12-31 0 $0 -5,744
   UBS Group AG 8044 *Closed 2023-12-31 0 $0 -1,453
   ENVESTNET ASSET MANAGEMENT INC 4126 *Closed 2023-12-31 0 $0 -19,692
   BANK OF AMERICA CORP /DE/ 6864 *Closed 2023-12-31 0 $0 -734
   RAYMOND JAMES & ASSOCIATES 3962 *Closed 2024-03-31 0 $0 -12,997
   FMR LLC 5511 *Closed 2023-12-31 0 $0 -2

  85 Records found
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