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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    4
Total shares held : 
 1,674,786  
% of shares held : 
 41.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -16  
Amount of shares held : 
 -291,585  
% of shares held change : 
   -7.3%  
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 :
2
 13,733
 0.82%
 
Increased Positions :
14
 211,930
 12.65%
 
Unchanged Positions :
15
 146,927
 8.77%
 
Decreased Positions :
26
-397,953
-23.76%
 
Closed Positions :
6
-119,295
-7.12%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 1058 - 2024-03-31 210,873 $5,938,000 -2,615
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 40 - 2024-03-31 129,729 $3,653,000 -8,065
   Advisor Group Holdings Inc. 1488 - 2023-12-31 118,698 $3,257,000 -56,738
   KFG WEALTH MANAGEMENT LLC 25 - 2024-03-31 93,561 $2,635,000 11,695
   Worth Financial Advisory Group LLC 13 - 2023-12-31 95,600 $2,623,000 0
   Comprehensive Financial Consultants Institutional - 2023-12-31 83,565 $2,293,000 -1,903
   Pensionmark Financial Group LLC 94 - 2023-12-31 66,025 $1,812,000 500
   Strategic Blueprint LLC 174 - 2024-03-31 55,680 $1,568,000 -3,321
   Brookstone Capital Management 402 - 2024-03-31 52,394 $1,475,000 -2,581
   BB&T CORP 1391 - 2023-12-31 53,253 $1,461,000 -1,741
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1600 - 2024-03-31 42,498 $1,197,000 -5,274
   MULTIFINANCIAL SECURITIES CORP 770 - 2023-12-31 36,523 $1,002,000 -12,653
   CENTAURUS FINANCIAL INC. 260 - 2023-12-31 31,571 $866,000 -1,320
   Archer Investment Corp 82 - 2023-12-31 28,938 $794,000 -25,604
   Foundations Investment Advisors LLC 377 - 2023-12-31 23,237 $645,000 -3,464
   We Are One Seven LLC 457 - 2023-12-31 21,872 $600,000 1,500
   Delta Investment Management LLC 97 - 2023-12-31 21,178 $581,000 7,254
   BCS Wealth Management 125 - 2024-03-31 18,875 $532,000 0
   CITADEL ADVISORS LLC 3563 - 2023-12-31 18,863 $518,000 1,618
   Your Advocates Ltd. LLP 21 *New 2024-03-31 17,743 $500,000 17,743
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3783 - 2023-12-31 18,009 $494,000 9,581
   Soltis Investment Advisors LLC 204 - 2024-03-31 17,336 $488,000 -3,376
   LPL FINANCIAL CORP 3630 - 2023-12-31 17,582 $482,000 7,765
   MILESTONE ASSET MANAGEMENT LLC 109 - 2024-03-31 16,502 $465,000 -7,089
   TOWNSQUARE CAPITAL LLC 799 - 2023-12-31 16,746 $460,000 1,594
   Arete Wealth Advisors LLC 442 - 2023-12-31 15,443 $424,000 15,443
   ADVISORY SERVICES NETWORK, LLC 973 - 2023-12-31 14,979 $411,000 -2,604
   ENVESTNET ASSET MANAGEMENT INC 3453 - 2023-12-31 13,880 $381,000 -32,791
   Stratos Wealth Advisors LLC 524 - 2024-03-31 12,781 $360,000 0
   Spire Wealth Management 629 - 2024-03-31 12,100 $341,000 0
   MONEY CONCEPTS CAPITAL CORP 327 - 2024-03-31 11,486 $323,000 0
   H D Vest Advisory Services 1204 - 2023-12-31 11,425 $314,000 -16,475
   McAdam LLC 220 - 2024-03-31 11,112 $313,000 0
   AE Wealth Management LLC 1665 - 2023-12-31 11,238 $312,000 -93,965
   OLD MISSION CAPITAL LLC 748 - 2023-12-31 10,685 $293,000 412
   Accurate Wealth Management LLC 218 *New 2024-03-31 10,689 $292,000 10,689
   Kestra Advisory Services LLC 1895 - 2023-12-31 9,943 $273,000 -550
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2902 - 2024-03-31 9,334 $263,000 -2,690
   Outlook Wealth Advisors LLC 233 - 2024-03-31 8,990 $253,000 -1,198
   Cetera Investment Advisers 1880 - 2023-12-31 9,196 $252,000 0
   RFG Advisory Group LLC 660 *New 2024-03-31 8,151 $230,000 8,151
   Steward Partners Investment Advisory LLC 1324 - 2023-12-31 8,227 $226,000 0
   MML INVESTORS SERVICES LLC 2285 - 2023-12-31 7,589 $208,000 7,589
   ROYAL BANK OF CANADA 4639 - 2023-12-31 5,669 $156,000 5,041
   HARBOUR INVESTMENTS INC. 1073 - 2023-12-31 4,233 $116,000 -2,226
   IFP Advisors Inc 1194 - 2023-12-31 3,877 $106,000 0
   PRINCIPAL SECURITIES INC. 1247 - 2023-12-31 2,899 $80,000 0
   DHJJ Financial Advisors Ltd. 218 - 2024-03-31 2,808 $79,000 -3,012
   CWM LLC 2047 - 2024-03-31 2,587 $73,000 582
   UBS Group AG 5157 - 2023-12-31 2,309 $63,000 -271
   Castleview Partners LLC 264 *New 2023-12-31 2,247 $62,000 2,247
   Evergreen Private Wealth LLC 141 - 2024-03-31 816 $23,000 0
   J P MORGAN CHASE & CO 4955 - 2023-12-31 659 $18,000 -82,924
   WELLS FARGO & CO/MN 5084 - 2023-12-31 489 $13,000 0
   Legend Financial Advisors Inc. 139 - 2024-03-31 334 $9,000 0
   Larson Financial Group LLC 1114 - 2023-12-31 201 $6,000 0
   Emerald Investment Partners LLC 439 - 2024-03-31 200 $6,000 0
   SageView Advisory Group LLC 569 - 2023-12-31 133,307 $5,000 122,454
   Integrity Financial Corp /WA 191 - 2024-03-31 114 $3,000 0
   Authentikos Wealth Advisory LLC 133 *Closed 2023-12-31 0 $0 -500
   Kingsview Wealth Management LLC 964 *Closed 2023-12-31 0 $0 -42,322
   VisionPoint Advisory Group LLC 720 *Closed 2023-12-31 0 $0 -2,247
   TriaGen Wealth Management LLC 168 *Closed 2024-03-31 0 $0 -49,148
   PROEQUITIES INC. 9568 - 2023-12-31 0 $0 0
   MERCER GLOBAL ADVISORS INC /ADV 2089 *Closed 2023-12-31 0 $0 -32,400
   HIGHTOWER ADVISORS, LLC 3501 *Closed 2023-12-31 0 $0 -11,716
  66 Records found
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