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Get Institutions for : 
Innovator S&p 500 Ultra Buffer Etf - February (UFEB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 43    0
Total shares held : 
 2,588,135  
% of shares held : 
 28.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -9  
Amount of shares held : 
 1,524,014  
% of shares held change : 
   16.93%  
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
 212,978
 8.23%
 
Increased Positions :
10
 1,443,897
 55.79%
 
Unchanged Positions :
12
 42,790
 1.65%
 
Decreased Positions :
19
-83,755
-3.24%
 
Closed Positions :
2
-49,106
-1.9%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Brookstone Capital Management 81 - 2024-03-31 539,511 $16,614,000 493,357
   Stratos Wealth Advisors LLC 53 - 2024-03-31 247,848 $7,632,000 -2,165
   Soltis Investment Advisors LLC *New 2023-12-31 212,632 $6,264,000 212,632
   BB&T CORP 978 - 2023-12-31 122,503 $3,609,000 -679
   Advisor Group Holdings Inc. 1580 - 2023-12-31 97,231 $2,864,000 -28,443
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 71 - 2023-12-31 50,832 $1,498,000 -5,061
   COMMONWEALTH EQUITY SERVICES LLC. 1857 - 2023-12-31 49,800 $1,467,000 670
   KFG WEALTH MANAGEMENT LLC 41 - 2024-03-31 41,152 $1,267,000 6,939
   OLD MISSION CAPITAL LLC 408 - 2023-12-31 37,129 $1,094,000 21,562
   Alera Investment Advisors LLC - 2023-12-31 36,031 $1,061,000 -70
   MML INVESTORS SERVICES LLC 1454 - 2023-12-31 28,894 $851,000 -186
   ENVESTNET ASSET MANAGEMENT INC 3057 - 2023-12-31 26,671 $786,000 -867
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1361 - 2024-03-31 23,940 $737,000 2,116
   HIGHTOWER ADVISORS, LLC 2041 - 2023-12-31 23,113 $681,000 11,785
   CITADEL ADVISORS LLC 3310 - 2023-12-31 22,755 $670,000 1,218
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 363 *New 2024-03-31 20,069 $618,000 20,069
   Spire Wealth Management 479 - 2024-03-31 19,627 $605,000 19,082
   Goss Wealth Management LLC 1231 - 2023-12-31 18,226 $540,000 0
   MULTIFINANCIAL SECURITIES CORP 1188 - 2023-12-31 15,303 $451,000 -91
   Arete Wealth Advisors LLC 425 - 2023-12-31 15,191 $448,000 15,191
   Castle Rock Wealth Management LLC 157 - 2023-12-31 14,027 $412,000 0
   Berger Financial Group Inc 233 *New 2024-03-31 12,920 $398,000 12,920
   TOWNSQUARE CAPITAL LLC 868 - 2023-12-31 11,910 $351,000 1,310
   CENTRAL VALLEY ADVISORS LLC 105 *New 2024-03-31 11,000 $339,000 11,000
   Fermata Advisors LLC 152 *New 2024-03-31 10,819 $333,000 10,819
   RFG Advisory Group LLC 589 *New 2024-03-31 10,760 $331,000 10,760
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2657 - 2024-03-31 10,099 $311,000 -160
   CREATIVE PLANNING 2056 - 2023-12-31 10,570 $311,000 7,600
   Cetera Investment Advisers 1798 - 2023-12-31 9,688 $285,000 -2,855
   HARBOUR INVESTMENTS INC. 776 - 2023-12-31 8,489 $250,000 0
   FC Advisory LLC 90 *New 2024-03-31 7,974 $246,000 7,974
   LPL FINANCIAL CORP 4215 - 2023-12-31 7,728 $228,000 -1,401
   Chicago Partners Investment Group LLC 657 - 2024-03-31 7,432 $226,000 0
   MILESTONE ASSET MANAGEMENT LLC 160 - 2024-03-31 7,063 $218,000 -104
   Foundations Investment Advisors LLC 620 - 2023-12-31 7,129 $213,000 -1,120
   OxenFree Capital LLC 40 *New 2024-03-31 6,592 $203,000 6,592
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3063 *New 2024-03-31 6,598 $203,000 6,598
   ROYAL BANK OF CANADA 4666 - 2023-12-31 5,128 $151,000 4,863
   KISTLERTIFFANY COMPANIES, LLC 424 - 2023-06-30 2,970 $83,000 0
   DHJJ Financial Advisors Ltd. 227 - 2024-03-31 2,350 $72,000 0
   Archer Investment Corp 337 - 2023-12-31 2,310 $68,000 -7,027
   UBS Group AG 5188 - 2023-12-31 2,015 $59,000 1,522
   SageView Advisory Group LLC 556 - 2023-12-31 1,378,176 $46,000 1,378,176
   Sugarloaf Wealth Management LLC 372 - 2024-03-31 800 $25,000 0
   ADVISORY SERVICES NETWORK, LLC 2819 *New 2023-12-31 346 $10,000 346
   Larson Financial Group LLC 1055 - 2023-12-31 259 $8,000 0
   SRS Capital Advisors Inc. 801 - 2023-12-31 280 $8,000 -80
   BLAIR WILLIAM & CO/IL 1706 - 2023-12-31 231 $7,000 0
   AdvisorNet Financial Inc 1432 - 2024-03-31 150 $5,000 0
   Global Trust Asset Management LLC 417 - 2024-03-31 50 $2,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 685 - 2023-12-31 7 $0 0
   CWM LLC 4304 *Closed 2024-03-31 0 $0 -6
   PROEQUITIES INC. 4633 - 2023-12-31 0 $0 0
   Authentikos Wealth Advisory LLC 485 *Closed 2023-12-31 0 $0 -9
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6595 *Closed 2023-12-31 0 $0 -49,097
  55 Records found
  1    
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