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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 155    21
Total shares held : 
16,290,335  
% of shares held : 
18.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  70  
Amount of shares held : 
6,697,092  
% of shares held change : 
  7.44%  
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 :
26
 3,344,516
 20.53%
 
Increased Positions :
75
 3,834,936
 23.54%
 
Unchanged Positions :
28
 305,639
 1.88%
 
Decreased Positions :
26
-427,037
-2.62%
 
Closed Positions :
5
-55,323
-0.34%
 
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
   BLAIR WILLIAM & CO/IL 564 - 2024-03-31 89,569 $3,358,000 0
   Wealth Alliance 64 - 2024-03-31 59,516 $2,231,000 0
   Sugarloaf Wealth Management LLC 43 - 2024-03-31 36,741 $1,377,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 177 - 2024-03-31 31,637 $1,187,000 0
   Epic Trust Investment Advisors LLC 13 - 2024-03-31 30,202 $1,132,000 0
   Orion Capital Management LLC 38 - 2024-03-31 27,588 $1,034,000 0
   VALMARK ADVISERS INC 268 - 2024-03-31 26,380 $989,000 0
   Bellwether Advisors LLC 76 - 2024-03-31 24,080 $903,000 0
   Beacon Financial Advisory LLC 63 - 2024-03-31 24,012 $900,000 0
   Resources Investment Advisors Inc. 552 - 2024-03-31 22,900 $859,000 0
   Fragasso Group Inc. 140 - 2024-03-31 18,490 $693,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 355 - 2024-03-31 17,070 $640,000 0
   Clay Northam Wealth Management LLC 34 - 2024-03-31 16,158 $606,000 0
   Compass Advisory Group LLC 55 - 2024-03-31 12,787 $479,000 0
   CENTRAL VALLEY ADVISORS LLC 85 - 2024-03-31 12,476 $468,000 0
   Vishria Bird Financial Group LLC 47 - 2024-03-31 11,224 $421,000 0
   Mutual Advisors LLC 747 - 2024-03-31 11,127 $417,000 0
   Weaver Consulting Group 139 - 2024-03-31 9,168 $344,000 0
   ATTICUS WEALTH MANAGEMENT LLC 92 - 2024-03-31 8,461 $317,000 0
   BCGM Wealth Management LLC 114 - 2024-03-31 8,425 $316,000 0
   Sequoia Financial Advisors LLC 852 - 2024-03-31 8,084 $303,000 0
   McAdam LLC 230 - 2024-03-31 7,867 $295,000 0
   XML Financial LLC 267 - 2023-12-31 7,989 $289,000 0
   AMERICAN ASSET MANAGEMENT INC. 9 - 2024-03-31 6,960 $261,000 0
   Steward Partners Investment Advisory LLC 1274 - 2023-12-31 7,116 $257,000 0
   Apollon Wealth Management LLC 945 - 2024-03-31 6,533 $245,000 0
   MITCHELL CAPITAL MANAGEMENT CO 114 - 2024-03-31 6,440 $241,000 0
   MBL Wealth LLC 178 - 2024-03-31 6,001 $225,000 0
   Oakmont Partners LLC 658 - 2024-03-31 5,700 $214,000 0
   CWM LLC 1786 - 2024-03-31 3,022 $113,000 0
   Sutton Wealth Advisors Inc. 165 - 2023-09-30 3,116 $106,000 0
   Hartland & Co. LLC 615 - 2023-12-31 2,330 $84,000 0
   EverSource Wealth Advisors LLC 708 - 2023-12-31 2,292 $83,000 0
   Wagner Wealth Management LLC 144 - 2024-03-31 2,000 $75,000 0
   DHJJ Financial Advisors Ltd. 253 - 2024-03-31 1,500 $56,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 801 - 2024-03-31 1,000 $37,000 0
   Ronald Blue Trust Inc. 1108 - 2024-03-31 761 $29,000 0
   Spire Wealth Management 1967 - 2024-03-31 107 $4,000 0
   TSFG LLC 694 - 2024-03-31 17 $1,000 0
   PROEQUITIES INC. 8797 - 2024-03-31 0 $0 0

  40 Records found
  1    
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