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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
   CENTAURUS FINANCIAL INC. 786 *Closed 2024-03-31 0 $0 -42,312
   TOWNSQUARE CAPITAL LLC 1269 *Closed 2024-03-31 0 $0 -15,988
   Foundations Investment Advisors LLC 704 *Closed 2024-03-31 0 $0 -9,105
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3437 *Closed 2024-03-31 0 $0 -5,398
   Benchmark Investment Advisors LLC 237 *Closed 2024-03-31 0 $0 -5,904
   SageView Advisory Group LLC 800 *Closed 2024-03-31 0 $0 -1,000,227
   Wealth Management Solutions LLC 83 *Closed 2023-09-30 0 $0 -6,434

  7 Records found
  1    
  Page 1 of 1
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