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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 151    1
Total shares held : 
16,091,401  
% of shares held : 
13.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  8  
Amount of shares held : 
623,850  
% of shares held change : 
  0.51%  
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 :
11
 310,047
 1.93%
 
Increased Positions :
52
 1,106,930
 6.88%
 
Unchanged Positions :
43
 692,474
 4.3%
 
Decreased Positions :
45
-691,705
-4.3%
 
Closed Positions :
10
-101,422
-0.63%
 
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
   RFG Advisory Group LLC 356 *New 2024-03-31 27,620 $1,008,000 27,620
   BigSur Wealth Management LLC 78 *New 2023-12-31 16,000 $556,000 16,000
   Benchmark Investment Advisors LLC 205 *New 2023-12-31 12,925 $449,000 12,925
   MARINER WEALTH ADVISORS, LLC 2592 *New 2023-12-31 6,455 $224,000 6,455
   Soltis Investment Advisors LLC 285 *New 2024-03-31 5,672 $207,000 5,672
   Schulz Wealth LTD. 56 *New 2024-03-31 5,615 $205,000 5,615
   J P MORGAN CHASE & CO 4280 *New 2024-03-31 4,449 $162,000 4,449
   BROWN BROTHERS HARRIMAN & CO 887 *New 2024-03-31 566 $21,000 566
   Trust Co 270 *New 2024-03-31 382 $14,000 382
   Anfield Capital Management LLC 138 *New 2024-03-31 329 $12,000 329
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2703 *New 2023-12-31 212 $7,000 212

  11 Records found
  1    
  Page 1 of 1
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