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Get Institutions for : 
Innovator S&p 500 Ultra Buffer Etf (UJUL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    2
Total shares held : 
3,960,979  
% of shares held : 
4.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -17  
Amount of shares held : 
-910,614  
% of shares held change : 
  -1.01%  
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 :
5
 162,064
 4.09%
 
Increased Positions :
11
 1,399,408
 35.33%
 
Unchanged Positions :
16
 132,473
 3.34%
 
Decreased Positions :
26
-2,264,599
-57.17%
 
Closed Positions :
7
-207,487
-5.24%
 
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
   Chicago Partners Investment Group LLC 312 - 2024-03-31 32,647 $1,034,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 319 - 2024-03-31 17,500 $558,000 0
   Spire Wealth Management 511 - 2024-03-31 15,700 $500,000 0
   Bedel Financial Consulting Inc. 144 - 2024-03-31 13,783 $439,000 0
   MONEY CONCEPTS CAPITAL CORP 317 - 2024-03-31 11,494 $366,000 0
   Steward Partners Investment Advisory LLC 1175 - 2024-03-31 11,464 $365,000 0
   SMITH SHELLNUT WILSON LLC /ADV 115 - 2024-03-31 7,531 $240,000 0
   Castleview Partners LLC 205 - 2024-03-31 4,784 $152,000 0
   MORGAN STANLEY 5730 - 2024-03-31 3,500 $112,000 0
   Sugarloaf Wealth Management LLC 223 - 2024-03-31 3,358 $107,000 0
   Capital Investment Advisory Services LLC 569 - 2024-03-31 3,000 $96,000 0
   BANK OF MONTREAL /CAN/ 2970 - 2024-03-31 2,000 $64,000 0
   SRS Capital Advisors Inc. 993 - 2024-03-31 98 $3,000 0
   Larson Financial Group LLC 1360 - 2024-03-31 71 $2,000 0
   J P MORGAN CHASE & CO 5525 - 2024-03-31 7 $0 0
   PROEQUITIES INC. 8773 - 2024-03-31 0 $0 0

  16 Records found
  1    
  Page 1 of 1
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