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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 69    4
Total shares held : 
 2,568,168  
% of shares held : 
 7.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 779,161  
% of shares held change : 
   2.36%  
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 :
6
 60,929
 2.37%
 
Increased Positions :
15
 1,106,058
 43.07%
 
Unchanged Positions :
25
 287,057
 11.18%
 
Decreased Positions :
23
-309,168
-12.04%
 
Closed Positions :
10
-78,658
-3.06%
 
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
   Fermata Advisors LLC 3 *New 2024-03-31 497,435 $17,958,000 497,435
   Brookstone Capital Management 84 - 2024-03-31 455,125 $16,431,000 442,266
   COMMONWEALTH EQUITY SERVICES LLC. 889 - 2023-12-31 206,253 $7,101,000 -5,585
   Strategic Blueprint LLC 56 - 2024-03-31 164,976 $5,956,000 -9,810
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 43 - 2023-12-31 109,163 $3,758,000 10,350
   Advisor Group Holdings Inc. 1445 - 2023-12-31 101,887 $3,508,000 -19,306
   Berkshire Money Management Inc. 25 - 2023-12-31 80,880 $2,785,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1075 - 2024-03-31 76,182 $2,750,000 -288
   BB&T CORP 1098 - 2023-12-31 78,373 $2,698,000 532
   HANSON MCCLAIN, INC. 267 - 2024-03-31 73,538 $2,655,000 73,529
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1079 - 2024-03-31 40,582 $1,465,000 0
   CENTAURUS FINANCIAL INC. 179 - 2023-12-31 42,312 $1,457,000 -162
   Long Island Wealth Management Inc. 26 - 2023-12-31 42,270 $1,455,000 0
   PFG Advisors 211 *New 2023-12-31 41,456 $1,427,000 41,456
   MULTIFINANCIAL SECURITIES CORP 672 - 2023-12-31 37,330 $1,285,000 -15,237
   Spire Wealth Management 340 - 2024-03-31 33,576 $1,212,000 3
   KFG WEALTH MANAGEMENT LLC 43 - 2024-03-31 32,332 $1,167,000 12,869
   RAYMOND JAMES & ASSOCIATES 2502 - 2024-03-31 31,066 $1,122,000 12,412
   MBL Wealth LLC 80 *New 2024-03-31 30,365 $1,096,000 30,365
   Archer Investment Corp 65 - 2023-12-31 30,861 $1,063,000 -30,458
   Accurate Wealth Management LLC 78 - 2024-03-31 28,974 $1,020,000 2,054
   Arete Wealth Advisors LLC 251 - 2023-12-31 29,160 $1,004,000 29,160
   Compass Advisory Group LLC 35 - 2023-12-31 26,623 $917,000 -5,308
   Continuum Advisory LLC 189 - 2023-12-31 25,849 $890,000 16,894
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 303 *New 2024-03-31 21,726 $784,000 21,726
   Maltin Wealth Management Inc. 63 - 2024-03-31 20,063 $724,000 0
   Southland Equity Partners LLC 77 - 2024-03-31 18,695 $675,000 0
   Chicago Partners Investment Group LLC 397 - 2024-03-31 17,508 $624,000 0
   RFG Advisory Group LLC 458 *New 2024-03-31 17,152 $619,000 17,152
   MONEY CONCEPTS CAPITAL CORP 254 - 2023-12-31 16,895 $582,000 8,448
   TOWNSQUARE CAPITAL LLC 760 - 2023-12-31 15,988 $550,000 3,558
   JT Stratford LLC 174 - 2023-12-31 15,765 $543,000 0
   LPL FINANCIAL CORP 3613 - 2023-12-31 14,247 $491,000 -3,305
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2512 - 2024-03-31 13,551 $489,000 486
   Diligent Investors LLC 178 - 2023-12-31 13,890 $478,000 0
   Delta Investment Management LLC 115 - 2023-12-31 13,554 $467,000 4,747
   VALMARK ADVISERS INC 375 - 2023-12-31 11,720 $404,000 0
   Donald L. Hagan LLC 80 - 2024-03-31 10,787 $389,000 0
   FINANCIAL NETWORK 2062 - 2023-12-31 11,266 $388,000 -2,925
   XML Financial LLC 246 - 2023-12-31 10,458 $360,000 0
   Bedel Financial Consulting Inc. 172 - 2023-12-31 9,708 $334,000 0
   Foundations Investment Advisors LLC 525 - 2023-12-31 9,105 $318,000 42
   Main Street Financial Solutions LLC 402 - 2024-03-31 8,800 $318,000 0
   BEDEL FINANCIAL CONSULTING INC 166 - 2023-09-30 9,708 $316,000 0
   IFP Advisors Inc 730 - 2023-12-31 9,059 $312,000 0
   Koshinski Asset Management Inc. 387 - 2023-12-31 8,980 $309,000 695
   Kingsview Wealth Management LLC 756 - 2023-12-31 8,945 $308,000 -312
   HARBOUR INVESTMENTS INC. 711 - 2023-12-31 8,687 $299,000 -5,059
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4421 - 2023-12-31 8,680 $299,000 8,680
   H D Vest Advisory Services 1235 - 2023-12-31 8,516 $293,000 -2,566
   Prosperity Financial Group Inc. 98 - 2023-12-31 8,009 $276,000 0
   Atria Wealth Solutions Inc. 1648 - 2023-12-31 6,891 $237,000 -67
   CENTRAL VALLEY ADVISORS LLC 131 *New 2024-03-31 6,467 $233,000 6,467
   Visionary Wealth Advisors 439 - 2023-12-31 6,600 $227,000 0
   DHJJ Financial Advisors Ltd. 132 - 2024-03-31 6,263 $226,000 0
   MILESTONE ASSET MANAGEMENT LLC 158 - 2024-03-31 6,100 $220,000 -3,005
   MML INVESTORS SERVICES LLC 2266 - 2023-12-31 6,224 $214,000 48
   BCJ Capital Management LLC 288 *New 2023-12-31 5,904 $203,000 5,904
   Benchmark Investment Advisors LLC 300 *New 2023-12-31 5,904 $203,000 5,904
   CWM LLC 1523 - 2024-03-31 5,321 $192,000 467
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1519 *New 2023-12-31 5,398 $186,000 5,398
   Orion Capital Management LLC 134 - 2023-12-31 5,183 $178,000 0
   MORGAN STANLEY 5646 - 2023-12-31 3,825 $132,000 0
   Sunbelt Securities Inc. 716 - 2024-03-31 2,615 $94,000 0
   PRINCIPAL SECURITIES INC. 1278 - 2023-12-31 2,218 $76,000 0
   ROYAL BANK OF CANADA 5123 *New 2023-12-31 2,101 $72,000 2,101
   Sugarloaf Wealth Management LLC 274 - 2024-03-31 1,700 $61,000 0
   Capital Analysts Inc. 699 - 2023-12-31 1,095 $38,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 393 - 2024-03-31 1,000 $36,000 0
   SRS Capital Advisors Inc. 590 - 2023-12-31 856 $29,000 -72
   SageView Advisory Group LLC 559 - 2023-12-31 1,000,227 $29,000 1,000,227
   Castleview Partners LLC 423 - 2023-12-31 651 $22,000 411
   J P MORGAN CHASE & CO 4931 - 2023-12-31 616 $21,000 -3,248
   BAYSTATE WEALTH MANAGEMENT LLC 650 - 2023-12-31 406 $14,000 0
   NBC SECURITIES INC. 1834 - 2024-03-31 166 $5,000 0
   Larson Financial Group LLC 1356 - 2023-12-31 63 $2,000 0
   Authentikos Wealth Advisory LLC 83 *Closed 2023-12-31 0 $0 -419
   CITADEL ADVISORS LLC 5664 *Closed 2023-12-31 0 $0 -14,760
   VisionPoint Advisory Group LLC 749 *Closed 2023-12-31 0 $0 -411
   OLD MISSION CAPITAL LLC 1103 *Closed 2023-12-31 0 $0 -16,688
   Lee Financial CORP 935 *Closed 2023-12-31 0 $0 -64
   ENVESTNET ASSET MANAGEMENT INC 4193 *Closed 2023-12-31 0 $0 -13,725
   PROEQUITIES INC. 9977 - 2023-12-31 0 $0 0
   Wealth Management Solutions LLC 83 *Closed 2023-09-30 0 $0 -6,434
   UBS Group AG 8616 *Closed 2023-12-31 0 $0 -1,318
   MERCER GLOBAL ADVISORS INC /ADV 2129 *Closed 2023-12-31 0 $0 -10,000
  86 Records found
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