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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
   Brookstone Capital Management 84 - 2024-03-31 455,125 $16,431,000 442,266
   COMMONWEALTH EQUITY SERVICES LLC. 804 - 2024-03-31 264,424 $9,546,000 58,171
   Advisor Group Holdings Inc. 967 - 2024-03-31 152,870 $5,519,000 50,983
   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
   Archer Investment Corp 39 - 2024-03-31 54,968 $1,984,000 24,107
   PFG Advisors 181 - 2024-03-31 52,509 $1,896,000 11,053
   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
   LPL FINANCIAL CORP 3037 - 2024-03-31 30,268 $1,093,000 16,021
   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
   Delta Investment Management LLC 73 - 2024-03-31 26,226 $947,000 12,672
   Continuum Advisory LLC 189 - 2023-12-31 25,849 $890,000 16,894
   TOWNSQUARE CAPITAL LLC 760 - 2023-12-31 15,988 $550,000 3,558
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2512 - 2024-03-31 13,551 $489,000 486
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3961 - 2024-03-31 8,865 $320,000 185
   Foundations Investment Advisors LLC 525 - 2023-12-31 9,105 $318,000 42
   MML INVESTORS SERVICES LLC 2266 - 2023-12-31 6,224 $214,000 48
   CWM LLC 1523 - 2024-03-31 5,321 $192,000 467
   PRINCIPAL SECURITIES INC. 1317 - 2024-03-31 2,442 $88,000 224

  22 Records found
  1    
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