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Get Institutions for : 
Innovator 20+ Year Treasury Bd 9 Buffer Etf - Jul (TBJL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 12    0
Total shares held : 
 3,876,721  
% of shares held : 
 43.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -167,639  
% of shares held change : 
   -1.86%  
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 :
1
 500
 0.01%
 
Increased Positions :
4
 7,697
 0.2%
 
Unchanged Positions :
3
 2,000
 0.05%
 
Decreased Positions :
4
-162,304
-4.19%
 
Closed Positions :
1
-13,532
-0.35%
 
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
   ALTFEST L J & CO INC 1 - 2024-03-31 2,341,707 $46,647,000 26,337
   GRADIENT INVESTMENTS LLC 47 - 2024-03-31 1,262,019 $25,139,000 -37,781
   Arlington Capital Management Inc. 13 - 2024-03-31 119,457 $2,380,000 69,746
   Diligent Investors LLC 52 - 2023-12-31 82,410 $1,665,000 -826
   Advisor Group Holdings Inc. 2377 - 2023-12-31 56,485 $1,141,000 6,057
   COMMONWEALTH EQUITY SERVICES LLC. 2106 - 2023-12-31 51,717 $1,045,000 558
   Cetera Investment Advisers 1664 - 2023-12-31 17,905 $362,000 806
   UBS Group AG 5866 - 2023-12-31 823 $17,000 276
   Steward Partners Investment Advisory LLC 2683 *New 2023-12-31 500 $10,000 500
   MORGAN STANLEY 6678 - 2023-12-31 153 $3,000 0
   HANSON MCCLAIN, INC. 3426 *Closed 2024-03-31 0 $0 -1,847
   PROEQUITIES INC. 9261 - 2023-12-31 0 $0 0
   OLD MISSION CAPITAL LLC 1257 *Closed 2023-12-31 0 $0 -13,532
  13 Records found
  1    
  Page 1 of 1
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