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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 123    0
Total shares held : 
7,765,990  
% of shares held : 
17.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -50  
Amount of shares held : 
-966,769  
% of shares held change : 
  -2.17%  
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 :
8
 144,476
 1.86%
 
Increased Positions :
11
 558,976
 7.2%
 
Unchanged Positions :
43
 615,757
 7.93%
 
Decreased Positions :
61
-1,555,952
-20.04%
 
Closed Positions :
8
-114,269
-1.47%
 
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
   WPWealth LLP 15 - 2023-12-31 80,218 $2,857,000 0
   VALMARK ADVISERS INC 166 - 2024-03-31 54,759 $2,016,000 0
   Stuart Chaussee & Associates Inc. 11 - 2024-03-31 34,172 $1,258,000 0
   WorthPointe LLC 21 - 2023-12-31 32,435 $1,155,000 0
   Sutton Wealth Advisors Inc. 39 - 2023-09-30 29,975 $1,004,000 0
   Alera Investment Advisors LLC 88 - 2024-03-31 20,910 $770,000 0
   SIGNATUREFD, LLC 441 - 2024-03-31 17,277 $636,000 0
   Visionary Wealth Advisors 308 - 2023-12-31 14,278 $509,000 0
   SRS Capital Advisors Inc. 162 - 2023-12-31 13,071 $466,000 0
   Capital Analysts Inc. 341 - 2023-12-31 11,238 $400,000 0
   Fragasso Group Inc. 183 - 2024-03-31 10,843 $399,000 0
   Pillar Wealth Advisors LLC 54 - 2024-03-31 10,745 $396,000 0
   HARBOUR INVESTMENTS INC. 625 - 2023-12-31 10,765 $383,000 0
   FINANCIAL ARCHITECTS INC 235 - 2023-06-30 11,128 $376,000 0
   Steward Financial Group LLC 52 - 2023-09-30 10,403 $348,000 0
   Clay Northam Wealth Management LLC 62 - 2024-03-31 7,770 $286,000 0
   Cape Investment Advisory Inc. 121 - 2023-12-31 7,100 $253,000 0
   Nikulski Financial Inc. 116 - 2024-03-31 6,350 $234,000 0
   Mutual Advisors LLC 1004 - 2024-03-31 5,788 $213,000 0
   Steward Partners Investment Advisory LLC 1579 - 2023-12-31 3,488 $124,000 0
   Parallel Advisors LLC 1092 - 2024-03-31 3,142 $116,000 0
   Castleview Partners LLC 253 - 2024-03-31 2,721 $100,000 0
   Wagner Wealth Management LLC 145 - 2024-03-31 1,990 $73,000 0
   Integrity Financial Corp /WA 145 - 2024-03-31 1,572 $58,000 0
   Global Trust Asset Management LLC 261 - 2024-03-31 1,430 $53,000 0
   Sunbelt Securities Inc. 1206 - 2024-03-31 300 $11,000 0
   Capital Investment Advisory Services LLC 879 - 2024-03-31 100 $4,000 0
   WOLFF WIESE MAGANA LLC 504 - 2024-03-31 51 $2,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 715 - 2023-12-31 12 $0 0
   TUCKER ASSET MANAGEMENT LLC 1121 - 2023-12-31 9 $0 0
   PROEQUITIES INC. 9082 - 2024-03-31 0 $0 0

  31 Records found
  1    
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