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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    3
Total shares held : 
 1,426,063  
% of shares held : 
 15.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 431,810  
% of shares held change : 
   4.8%  
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 :
11
 211,193
 14.81%
 
Increased Positions :
15
 348,671
 24.45%
 
Unchanged Positions :
20
 144,272
 10.12%
 
Decreased Positions :
15
-68,092
-4.77%
 
Closed Positions :
8
-59,962
-4.2%
 
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
   Goss Wealth Management LLC 125 - 2023-12-31 441,197 $18,740,000 259,916
   SMI Advisory Services LLC 7 *New 2024-03-31 348,698 $15,147,000 348,698
   AdvisorNet Financial Inc 25 - 2024-03-31 188,305 $8,206,000 177,245
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 577 - 2024-03-31 165,285 $7,203,000 149,359
   Advisor Group Holdings Inc. 1226 - 2023-12-31 113,992 $4,752,000 -31,230
   MCCORMACK ADVISORS INTERNATIONAL 222 *New 2023-12-31 83,527 $3,482,000 83,527
   RFG Advisory Group LLC 195 *New 2024-03-31 53,638 $2,338,000 53,638
   Diligent Investors LLC 40 - 2023-12-31 44,450 $1,853,000 -1,000
   COMMONWEALTH EQUITY SERVICES LLC. 1725 - 2023-12-31 43,700 $1,822,000 12,239
   My Personal CFO LLC 29 - 2024-03-31 39,000 $1,700,000 0
   Kestra Advisory Services LLC 876 - 2023-12-31 39,820 $1,660,000 19,235
   DHJJ Financial Advisors Ltd. 29 - 2024-03-31 37,836 $1,649,000 4,781
   RAYMOND JAMES & ASSOCIATES 2342 *New 2024-03-31 33,374 $1,454,000 33,374
   Sunbelt Securities Inc. 126 - 2024-03-31 33,339 $1,453,000 5,349
   Strategic Blueprint LLC 206 - 2024-03-31 29,276 $1,276,000 17,606
   Crown Wealth Group LLC *New 2023-12-31 30,300 $1,263,000 30,300
   AE Wealth Management LLC 1090 *New 2023-12-31 27,422 $1,167,000 27,422
   BB&T CORP 1500 - 2023-12-31 27,326 $1,139,000 17,002
   Sugarloaf Wealth Management LLC 58 - 2024-03-31 20,771 $905,000 3,043
   Cetera Investment Advisers 1158 - 2023-12-31 21,467 $895,000 -1,640
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1283 - 2024-03-31 20,330 $886,000 0
   JANNEY MONTGOMERY SCOTT LLC 1500 - 2023-12-31 21,202 $884,000 11,631
   FINANCIAL NETWORK 1499 - 2023-12-31 19,721 $822,000 -3,864
   LPL FINANCIAL CORP 3198 *New 2023-12-31 19,489 $812,000 19,489
   CoreCap Advisors LLC 287 - 2023-12-31 17,503 $730,000 252
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2268 - 2024-03-31 15,870 $692,000 7,506
   PFG Investments LLC 428 *New 2024-03-31 15,773 $687,000 15,773
   Focus Financial Network Inc. 333 - 2024-03-31 14,452 $616,000 0
   LINCOLN NATIONAL CORP 602 - 2023-12-31 14,496 $604,000 0
   CITADEL ADVISORS LLC 3437 - 2023-12-31 14,098 $588,000 8,687
   PFG Advisors 347 *New 2023-12-31 13,393 $558,000 13,393
   CENTAURUS FINANCIAL INC. 343 - 2023-12-31 13,241 $552,000 -520
   M HOLDINGS SECURITIES, INC. 153 - 2023-12-31 12,594 $525,000 0
   Berkshire Money Management Inc. 37 - 2023-12-31 12,055 $503,000 0
   ODonnell Financial Services LLC 30 - 2024-03-31 10,625 $463,000 704
   CASTLE WEALTH MANAGEMENT LLC 79 *New 2023-12-31 11,092 $462,000 11,092
   CRA Financial Services LLC 131 - 2024-03-31 10,585 $461,000 2,860
   Arlington Capital Management Inc. 58 - 2024-03-31 10,482 $457,000 1,540
   IFP Advisors Inc 642 - 2023-12-31 9,459 $394,000 464
   Collaborative Wealth Managment Inc. 99 - 2023-12-31 9,169 $382,000 0
   Ambassador Advisors LLC 135 *New 2023-12-31 8,470 $362,000 8,470
   HIGHTOWER ADVISORS, LLC 2528 - 2023-12-31 8,469 $353,000 2,160
   ENVESTNET ASSET MANAGEMENT INC 3537 - 2023-12-31 7,919 $330,000 -9,923
   Keystone Wealth Services LLC 160 - 2024-03-31 7,583 $330,000 1,740
   Brookstone Capital Management 726 - 2024-03-31 7,335 $320,000 7,335
   Long Island Wealth Management Inc. 63 - 2023-12-31 7,434 $310,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 567 - 2023-12-31 7,405 $309,000 0
   RETIREMENT GUYS FORMULA LLC 109 - 2024-03-31 6,869 $299,000 -50,063
   FOUNDERS FINANCIAL SECURITIES LLC 323 *New 2024-03-31 6,812 $297,000 6,812
   Pensionmark Financial Group LLC 309 - 2023-12-31 6,277 $297,000 24
   BCS Wealth Management 190 *New 2024-03-31 6,414 $280,000 6,414
   Main Street Financial Solutions LLC 429 - 2024-03-31 6,300 $275,000 0
   CAPTRUST FINANCIAL ADVISORS 2162 - 2023-12-31 6,601 $275,000 0
   KINGSWOOD WEALTH ADVISORS LLC 516 *New 2024-03-31 6,042 $263,000 6,042
   Arete Wealth Advisors LLC 598 *New 2023-12-31 5,913 $247,000 5,913
   Stratos Wealth Advisors LLC 593 *New 2024-03-31 5,424 $236,000 5,424
   Comprehensive Financial Consultants Institutional - 2023-12-31 5,490 $229,000 -25
   MULTIFINANCIAL SECURITIES CORP 1596 - 2023-12-31 5,116 $213,000 -245
   Compass Advisory Group LLC 68 - 2023-12-31 5,075 $212,000 0
   Pillar Wealth Advisors LLC 64 - 2023-12-31 5,062 $211,000 0
   Optimist Retirement Group LLC 68 - 2023-12-31 5,012 $209,000 0
   HARBOUR INVESTMENTS INC. 1043 - 2023-12-31 3,033 $126,000 -127
   Global Trust Asset Management LLC 200 - 2024-03-31 2,900 $126,000 0
   PRINCIPAL SECURITIES INC. 1152 - 2023-12-31 2,539 $106,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 289 - 2024-03-31 1,834 $80,000 0
   HANSON MCCLAIN, INC. 1182 *New 2024-03-31 1,498 $65,000 1,498
   Capital Analysts Inc. 601 *New 2023-12-31 1,537 $64,000 1,537
   NBC SECURITIES INC. 1294 - 2024-03-31 729 $31,000 600
   Steward Partners Investment Advisory LLC 2250 - 2023-12-31 637 $27,000 -80
   US BANCORP 3064 - 2023-12-31 433 $18,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1011 - 2023-12-31 300 $13,000 0
   Sutton Wealth Advisors Inc. 442 - 2023-09-30 260 $11,000 0
   MORGAN STANLEY 6450 - 2023-12-31 220 $9,000 0
   Snowden Capital Advisors LLC 1122 *Closed 2023-12-31 0 $0 -14,672
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6125 *Closed 2023-12-31 0 $0 -5,383
   PROEQUITIES INC. 5075 - 2023-12-31 0 $0 0
   Leading Edge Financial Planning LLC 66 *Closed 2023-12-31 0 $0 -7,328
   OLD MISSION CAPITAL LLC 1169 *Closed 2023-12-31 0 $0 -13,987
   UBS Group AG 8573 *Closed 2023-12-31 0 $0 -1,684
   H D Vest Advisory Services 1640 *Closed 2023-12-31 0 $0 -8,334
  80 Records found
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