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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 142    3
Total shares held : 
11,291,632  
% of shares held : 
9.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -52  
Amount of shares held : 
-1,752,714  
% of shares held change : 
  -1.5%  
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 :
7
 66,096
 0.59%
 
Increased Positions :
20
 1,172,349
 10.38%
 
Unchanged Positions :
46
 953,677
 8.45%
 
Decreased Positions :
69
-2,690,506
-23.83%
 
Closed Positions :
10
-300,653
-2.66%
 
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
   ALLIANCEBERNSTEIN L.P. 440 - 2023-12-31 2,603,925 $86,919,000 -156,384
   COMMONWEALTH EQUITY SERVICES LLC. 524 - 2024-03-31 524,027 $18,089,000 -57,383
   Vantage Financial Partners Ltd. Inc. 8 - 2023-12-31 368,480 $12,300,000 -7,177
   Lineweaver Wealth Advisors LLC 8 - 2024-03-31 336,640 $11,621,000 -6,856
   Strategic Wealth Partners Group LLC 24 - 2024-03-31 231,123 $7,978,000 -11,313
   Brookstone Capital Management 189 - 2024-03-31 187,927 $6,487,000 -57,471
   HIGHTOWER ADVISORS, LLC 919 - 2024-03-31 156,074 $5,392,000 -6,460
   BLAIR WILLIAM & CO/IL 496 - 2024-03-31 132,163 $4,562,000 -2,880
   LINCOLN NATIONAL CORP 182 - 2024-03-31 119,354 $4,120,000 -3,447
   Andina Capital Management LLC 9 - 2024-03-31 113,825 $3,929,000 -8,744
   BKD WEALTH ADVISORS LLC 107 - 2024-03-31 112,274 $3,876,000 -900
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1287 - 2024-03-31 109,879 $3,793,000 -6,286
   Bellwether Advisors LLC 31 - 2024-03-31 108,445 $3,744,000 -11,618
   ENVESTNET ASSET MANAGEMENT INC 2079 - 2023-12-31 111,985 $3,738,000 -13,987
   Southland Equity Partners LLC 24 - 2024-03-31 102,390 $3,535,000 -74
   Weaver Consulting Group 19 - 2024-03-31 99,362 $3,430,000 -760
   AE Wealth Management LLC 737 - 2023-12-31 93,846 $3,173,000 -722,383
   Beacon Pointe Advisors LLC 380 - 2023-12-31 94,482 $3,154,000 -14,662
   InterOcean Capital Group LLC 120 - 2023-12-31 91,447 $3,053,000 -45,056
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1389 - 2024-03-31 84,336 $2,911,000 -91,048
   YARGER WEALTH STRATEGIES LLC 17 - 2024-03-31 83,685 $2,889,000 -47,499
   TOWNSQUARE CAPITAL LLC 348 - 2023-12-31 84,466 $2,819,000 -1,731
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1098 - 2024-03-31 75,883 $2,619,000 -8,872
   FINANCIAL NETWORK 849 - 2023-12-31 76,716 $2,561,000 -5,543
   Strategic Blueprint LLC 122 - 2024-03-31 68,548 $2,366,000 -3,060
   JANNEY MONTGOMERY SCOTT LLC 1108 - 2024-03-31 63,931 $2,207,000 -19,854
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 914 - 2024-03-31 61,934 $2,138,000 -27,482
   Balboa Wealth Partners 24 - 2023-12-31 61,013 $2,037,000 -27,185
   Stratos Wealth Advisors LLC 205 - 2024-03-31 54,463 $1,880,000 -2,515
   KFG WEALTH MANAGEMENT LLC 31 - 2024-03-31 52,552 $1,814,000 -3,203
   Advisory Alpha LLC 119 - 2024-03-31 52,466 $1,811,000 -1,825
   Cape Investment Advisory Inc. 29 - 2023-12-31 43,250 $1,444,000 -140
   Outlook Wealth Advisors LLC 48 - 2024-03-31 39,922 $1,378,000 -296,167
   Resources Investment Advisors Inc. 419 - 2024-03-31 39,338 $1,358,000 -5,690
   Cetera Investment Advisers 983 - 2023-12-31 36,842 $1,230,000 -1,244
   Chicago Partners Investment Group LLC 289 - 2024-03-31 33,660 $1,164,000 -1,624
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 63 - 2024-03-31 31,460 $1,086,000 -241
   BROWN WEALTH MANAGEMENT LLC 37 - 2023-12-31 31,267 $1,044,000 -1,717
   BCS Wealth Management 71 - 2024-03-31 29,865 $1,031,000 -2,477
   THOROUGHBRED FINANCIAL SERVICES LLC 203 - 2024-03-31 27,508 $949,000 -1,997
   HARBOUR INVESTMENTS INC. 386 - 2023-12-31 26,986 $901,000 -37
   ARS Wealth Advisors Group LLC 72 - 2023-12-31 24,552 $820,000 -1,491
   Pinnacle Wealth Management Group Inc. 38 - 2024-03-31 22,980 $793,000 -2,300
   Patriot Financial Group Insurance Agency LLC 184 - 2024-03-31 22,751 $785,000 -715
   AXXCESS WEALTH MANAGEMENT LLC 406 - 2023-12-31 23,464 $783,000 -18,845
   BENJAMIN F. EDWARDS & COMPANY INC. 555 - 2024-03-31 22,687 $783,000 -25,603
   CRA Financial Services LLC 103 - 2024-03-31 20,195 $697,000 -1,425
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 331 - 2024-03-31 19,964 $689,000 -650
   Cypress Wealth Services LLC 107 - 2024-03-31 19,826 $684,000 -3,283
   Spire Wealth Management 488 - 2024-03-31 16,863 $582,000 -117
   Pensionmark Financial Group LLC 202 - 2023-12-31 17,252 $576,000 -400
   IFP Advisors Inc 523 - 2023-12-31 17,121 $571,000 -1,042
   Sutton Wealth Advisors Inc. 59 - 2023-09-30 18,196 $570,000 -318
   Goss Wealth Management LLC 1222 - 2023-12-31 16,357 $546,000 -134,223
   BECK CAPITAL MANAGEMENT LLC 94 - 2023-12-31 15,999 $534,000 -1,541
   DHJJ Financial Advisors Ltd. 77 - 2024-03-31 15,159 $523,000 -2,301
   NATIONAL ASSET MANAGEMENT, INC. 790 - 2023-12-31 15,557 $519,000 -2,300
   Nikulski Financial Inc. 89 - 2024-03-31 13,370 $462,000 -75
   GILL CAPITAL PARTNERS LLC 71 - 2024-03-31 12,257 $424,000 -1,602
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 126 - 2024-03-31 11,996 $414,000 -34
   Valtinson Bruner Financial Planning LLC 86 - 2024-03-31 11,265 $389,000 -265
   Feltz Wealth PLAN Inc. 232 - 2024-03-31 10,577 $365,000 -2,344
   Kingsview Wealth Management LLC 775 - 2024-03-31 9,756 $337,000 -50
   BCJ Capital Management LLC 226 - 2023-12-31 10,003 $334,000 -300
   MCCORMACK ADVISORS INTERNATIONAL 848 - 2024-03-31 9,680 $334,000 -7,119
   Elmwood Wealth Management Inc. 89 - 2023-12-31 9,800 $327,000 -1,650
   Betterment LLC 306 - 2024-03-31 9,220 $318,000 -114
   Visionary Wealth Advisors 396 - 2023-12-31 8,691 $290,000 -660
   ADVISORY SERVICES NETWORK, LLC 1177 - 2024-03-31 8,046 $278,000 -556
   Sequoia Financial Advisors LLC 924 - 2024-03-31 7,543 $260,000 -8,421
   Frisch Financial Group Inc. 119 - 2023-12-31 6,252 $209,000 -1,785
   Firestone Capital Management 139 - 2024-03-31 6,005 $207,000 -4,784
   OPTIMUM INVESTMENT ADVISORS 402 - 2024-03-31 1,000 $35,000 -1,000
   BANK OF MONTREAL /CAN/ 3143 - 2023-12-31 600 $20,000 -1,000
   Larson Financial Group LLC 1167 - 2024-03-31 167 $6,000 -396
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 822 - 2023-12-31 0 $0 -379

  76 Records found
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