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Get Institutions for : 
Innovator S&p 500 Power Buffer Etf (PJAN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 157    7
Total shares held : 
 13,532,624  
% of shares held : 
 14.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 1,525,980  
% of shares held change : 
   1.66%  
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 :
20
 257,414
 1.9%
 
Increased Positions :
50
 2,112,020
 15.61%
 
Unchanged Positions :
33
 771,188
 5.7%
 
Decreased Positions :
54
-673,875
-4.98%
 
Closed Positions :
13
-169,579
-1.25%
 
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
   LINCOLN NATIONAL CORP 38 - 2024-03-31 760,263 $29,734,000 -24,492
   Advisor Group Holdings Inc. 815 - 2023-12-31 264,361 $9,845,000 -62,928
   CITY HOLDING CO 24 - 2024-03-31 171,100 $6,692,000 -4,865
   ENVESTNET ASSET MANAGEMENT INC 1748 - 2023-12-31 165,088 $6,148,000 -29,098
   MML INVESTORS SERVICES LLC 677 - 2023-12-31 112,983 $4,207,000 -226
   CoreCap Advisors LLC 84 - 2023-12-31 97,287 $3,623,000 -369
   IFP Advisors Inc 155 - 2023-12-31 77,811 $2,898,000 -906
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 28 - 2024-03-31 72,688 $2,843,000 -1,121
   Compass Advisory Group LLC 17 - 2024-03-31 65,930 $2,579,000 -4,135
   AE Wealth Management LLC 826 - 2023-12-31 65,785 $2,491,000 -62,340
   Alera Investment Advisors LLC - 2023-12-31 66,683 $2,483,000 -2,138
   Integrated Wealth Concepts LLC 420 - 2023-12-31 62,139 $2,314,000 -410
   WealthPlan Investment Management LLC 68 - 2023-12-31 60,040 $2,236,000 -40,332
   Resources Investment Advisors Inc. 307 - 2023-12-31 55,189 $2,055,000 -2,494
   Wealth Alliance 70 - 2023-12-31 52,986 $1,973,000 -24
   CENTAURUS FINANCIAL INC. 156 - 2023-12-31 45,226 $1,684,000 -1,133
   Sugarloaf Wealth Management LLC 38 - 2024-03-31 41,230 $1,612,000 -2,135
   Ameritas Advisory Services LLC 240 - 2023-12-31 34,466 $1,284,000 -47,138
   Lineweaver Wealth Advisors LLC 71 - 2024-03-31 29,550 $1,156,000 -1,500
   Chicago Partners Investment Group LLC 292 - 2024-03-31 29,406 $1,138,000 -1,294
   Kathmere Capital Management LLC 103 - 2024-03-31 25,550 $999,000 -27
   Keystone Wealth Services LLC 85 - 2024-03-31 23,718 $928,000 -954
   Koshinski Asset Management Inc. 195 - 2023-12-31 24,588 $916,000 -3,399
   Stratos Wealth Advisors LLC 348 - 2024-03-31 23,149 $905,000 -1,932
   3EDGE Asset Management LP 36 - 2023-12-31 23,571 $878,000 -19,510
   Belpointe Asset Management LLC 239 - 2023-12-31 23,113 $861,000 -3,064
   Bedel Financial Consulting Inc. 83 - 2023-12-31 22,720 $846,000 -229
   ADVISORY SERVICES NETWORK, LLC 696 - 2023-12-31 22,614 $842,000 -17,160
   Schulz Wealth LTD. 23 - 2024-03-31 21,135 $827,000 -5,985
   Sunbelt Securities Inc. 212 - 2024-03-31 20,592 $805,000 -3,273
   Soltis Investment Advisors LLC 159 - 2024-03-31 20,062 $785,000 -5,138
   Retirement Income Solutions Inc 60 - 2024-03-31 19,039 $745,000 -5,410
   Cetera Investment Advisers 1280 - 2023-12-31 19,672 $733,000 -853
   H D Vest Advisory Services 845 - 2023-12-31 18,870 $703,000 -27,602
   My Personal CFO LLC 52 - 2024-03-31 17,894 $700,000 -575
   Feltz Wealth PLAN Inc. 183 - 2023-12-31 17,779 $662,000 -45,184
   InterOcean Capital Group LLC 237 - 2023-12-31 17,771 $662,000 -4,780
   Sterling Financial Planning Inc. 57 - 2023-12-31 16,709 $622,000 -431
   GILL CAPITAL PARTNERS LLC 58 - 2023-12-31 15,973 $595,000 -107,305
   Parkside Investments LLC 73 - 2024-03-31 14,700 $575,000 -325
   Elmwood Wealth Management Inc. 66 - 2023-12-31 15,019 $559,000 -12,580
   Delta Investment Management LLC 110 - 2023-12-31 13,154 $490,000 -107
   New Republic Capital LLC 75 - 2023-12-31 11,964 $446,000 -31
   Firestone Capital Management 82 - 2023-12-31 11,854 $441,000 -3,475
   SAVANT CAPITAL MANAGEMENT INC 646 - 2023-12-31 9,675 $360,000 -1,094
   Evergreen Private Wealth LLC 59 - 2024-03-31 9,081 $355,000 -183,313
   Kingsview Wealth Management LLC 850 - 2023-12-31 6,186 $230,000 -1,596
   HANSON MCCLAIN, INC. 2430 - 2024-03-31 136 $5,000 -98
  48 Records found
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