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Get Institutions for : 
Innovator S&p 500 Power Buffer Etf - February (PFEB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 133    1
Total shares held : 
 10,103,699  
% of shares held : 
 63.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -32  
Amount of shares held : 
 -499,766  
% of shares held change : 
   -3.16%  
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 :
9
 690,781
 6.84%
 
Increased Positions :
26
 801,944
 7.94%
 
Unchanged Positions :
39
 523,802
 5.18%
 
Decreased Positions :
59
-1,868,101
-18.49%
 
Closed Positions :
8
-124,390
-1.23%
 
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
   Sequoia Financial Advisors LLC 351 - 2024-03-31 51,616 $1,763,000 0
   Castle Rock Wealth Management LLC 50 - 2023-12-31 51,871 $1,691,000 0
   Wealth Alliance 135 - 2024-03-31 34,354 $1,174,000 0
   Apollon Wealth Management LLC 426 - 2024-03-31 33,700 $1,151,000 0
   Sutton Wealth Advisors Inc. 42 - 2023-09-30 30,322 $924,000 0
   DFPG INVESTMENTS INC. 299 - 2023-12-31 23,335 $760,000 0
   Valtinson Bruner Financial Planning LLC 71 - 2024-03-31 15,910 $543,000 0
   Cardinal Point Capital Management ULC 42 - 2024-03-31 15,490 $529,000 0
   Firestone Capital Management 85 - 2024-03-31 14,377 $491,000 0
   Foundry Financial Group Inc. 35 - 2024-03-31 13,700 $468,000 0
   New Republic Capital LLC 81 - 2024-03-31 13,548 $463,000 0
   Alera Investment Advisors LLC 124 - 2024-03-31 13,396 $458,000 0
   Cypress Wealth Services LLC 164 - 2024-03-31 12,053 $412,000 0
   SRS Capital Advisors Inc. 206 - 2023-12-31 10,877 $355,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 348 - 2024-03-31 10,000 $341,000 0
   HARBOUR INVESTMENTS INC. 697 - 2023-12-31 9,498 $310,000 0
   Sunbelt Securities Inc. 446 - 2024-03-31 8,047 $275,000 0
   Fragasso Group Inc. 224 - 2024-03-31 7,688 $263,000 0
   Global Trust Asset Management LLC 147 - 2024-03-31 7,000 $239,000 0
   John W. Brooker & Co. CPAs 71 - 2024-03-31 6,350 $217,000 0
   Castleview Partners LLC 204 - 2024-03-31 4,436 $152,000 0
   HAZLETT BURT & WATSON INC. 197 - 2024-03-31 4,365 $149,000 0
   IFP Advisors Inc 1094 - 2023-12-31 4,335 $142,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 526 - 2024-03-31 3,500 $120,000 0
   Wagner Wealth Management LLC 154 - 2024-03-31 2,000 $68,000 0
   CITY HOLDING CO 368 - 2024-03-31 700 $24,000 0
   BANK OF MONTREAL /CAN/ 3163 - 2023-12-31 500 $16,000 0
   OPTIMUM INVESTMENT ADVISORS 528 - 2024-03-31 250 $9,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 762 - 2023-12-31 259 $8,000 0
   Larson Financial Group LLC 1451 - 2024-03-31 19 $1,000 0
   PROEQUITIES INC. 9080 - 2024-03-31 0 $0 0
  31 Records found
  1    
  Page 1 of 1
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