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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
   We Are One Seven LLC 163 - 2024-03-31 100,000 $2,816,000 78,128
   KFG WEALTH MANAGEMENT LLC 25 - 2024-03-31 93,561 $2,635,000 11,695
   Pensionmark Financial Group LLC 81 - 2024-03-31 72,125 $2,031,000 6,100
   BB&T CORP 1375 - 2024-03-31 56,273 $1,585,000 3,020
   Kestra Advisory Services LLC 1095 - 2024-03-31 44,954 $1,266,000 35,011
   Delta Investment Management LLC 74 - 2024-03-31 32,486 $915,000 11,308
   LPL FINANCIAL CORP 3261 - 2024-03-31 30,756 $866,000 13,174
   Archer Investment Corp 82 - 2024-03-31 29,494 $831,000 556
   Cetera Investment Advisers 2308 - 2024-03-31 25,873 $729,000 16,677
   Arete Wealth Advisors LLC 308 - 2024-03-31 15,694 $442,000 251
   AE Wealth Management LLC 849 - 2024-03-31 15,496 $436,000 4,258
   ENVESTNET ASSET MANAGEMENT INC 3541 - 2024-03-31 13,909 $392,000 29
   Steward Partners Investment Advisory LLC 1228 - 2024-03-31 11,206 $316,000 2,979
   PRINCIPAL SECURITIES INC. 1309 - 2024-03-31 3,186 $90,000 287
   CWM LLC 2047 - 2024-03-31 2,587 $73,000 582
  15 Records found
  1    
  Page 1 of 1
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