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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
   We Are One Seven LLC 83 *New 2024-03-31 156,117 $5,636,000 156,117
   Tradition Wealth Management LLC 61 *New 2024-03-31 108,467 $3,916,000 108,467
   Ameritas Advisory Services LLC 277 *New 2024-03-31 44,328 $1,600,000 44,328
   Worth Financial Advisory Group LLC 28 *New 2024-03-31 33,097 $1,195,000 33,097
   MBL Wealth LLC 80 *New 2024-03-31 30,365 $1,096,000 30,365
   JANE STREET GROUP LLC 3201 *New 2024-03-31 24,761 $894,000 24,761
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 303 *New 2024-03-31 21,726 $784,000 21,726
   Kestra Advisory Services LLC 1510 *New 2024-03-31 17,234 $622,000 17,234
   RFG Advisory Group LLC 458 *New 2024-03-31 17,152 $619,000 17,152
   Steward Partners Investment Advisory LLC 1226 *New 2024-03-31 8,768 $317,000 8,768
   WorthPointe LLC 49 *New 2024-03-31 8,269 $299,000 8,269
   Sigma Planning Corp 961 *New 2024-03-31 8,090 $292,000 8,090
   CENTRAL VALLEY ADVISORS LLC 131 *New 2024-03-31 6,467 $233,000 6,467
   Valtinson Bruner Financial Planning LLC 116 *New 2024-03-31 5,695 $206,000 5,695
   Emerald Investment Partners LLC 425 *New 2024-03-31 263 $9,000 263
   Truvestments Capital LLC 643 *New 2024-03-31 27 $1,000 27
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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