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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
   Pensionmark Financial Group LLC 378 *Closed 2023-12-31 0 $0 -11,070
   Certified Advisory Corp 268 *Closed 2024-03-31 0 $0 -18,541
   SageView Advisory Group LLC 553 *Closed 2024-03-31 0 $0 -9,070
   ADVISORY SERVICES NETWORK, LLC 2157 *Closed 2024-03-31 0 $0 -4,011
   Emerald Investment Partners LLC 482 *Closed 2024-03-31 0 $0 -4,300
   Meridian Wealth Management LLC 292 *Closed 2024-03-31 0 $0 -7,060
   Kingsview Wealth Management LLC 1044 *Closed 2024-03-31 0 $0 -17,899
   Authentikos Wealth Advisory LLC 345 *Closed 2023-12-31 0 $0 -288
   AYRSHIRE ASSOCIATES INC 662 *Closed 2023-12-31 0 $0 -28,748
   ROYAL BANK OF CANADA 6750 *Closed 2023-12-31 0 $0 -1,735
   OConnor Financial Group LLC 58 *Closed 2024-03-31 0 $0 -41,581

  11 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results