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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
   RAYMOND JAMES & ASSOCIATES 1351 - 2024-03-31 220,853 $7,039,000 -302
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 28 - 2024-03-31 164,808 $5,252,000 -9,299
   Delta Investment Management LLC 22 - 2024-03-31 128,340 $4,090,000 -63,351
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 729 - 2024-03-31 121,549 $3,874,000 -4,085
   CENTAURUS FINANCIAL INC. 149 - 2024-03-31 62,110 $1,979,000 -806
   COMMONWEALTH EQUITY SERVICES LLC. 1790 - 2024-03-31 61,174 $1,950,000 -54,334
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1299 - 2024-03-31 59,351 $1,891,000 -2,495
   Brookstone Capital Management 374 - 2024-03-31 53,604 $1,708,000 -460,753
   OLD MISSION CAPITAL LLC 273 - 2024-03-31 49,525 $1,578,000 -32,578
   Advisor Group Holdings Inc. 2180 - 2024-03-31 36,871 $1,175,000 -23,603
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2463 - 2024-03-31 33,685 $1,074,000 -21,116
   Arete Wealth Advisors LLC 240 - 2024-03-31 25,038 $798,000 -488
   ENVESTNET ASSET MANAGEMENT INC 3315 - 2024-03-31 18,295 $583,000 -219,138
   FINANCIAL NETWORK 1859 - 2024-03-31 17,508 $558,000 -166
   HANSON MCCLAIN, INC. 566 - 2024-03-31 14,101 $449,000 -81,526
   RETIREMENT GUYS FORMULA LLC 101 - 2024-03-31 13,092 $417,000 -2
   ALTFEST L J & CO INC 222 - 2024-03-31 11,874 $378,000 -1,653
   Emerald Investment Partners LLC 228 - 2024-03-31 10,326 $329,000 -5,452
   Berger Financial Group Inc 269 - 2024-03-31 9,809 $313,000 -112
   JANNEY MONTGOMERY SCOTT LLC 2308 - 2024-03-31 9,629 $307,000 -1,800
   Archer Investment Corp 200 - 2024-03-31 8,057 $257,000 -444
   Comprehensive Financial Consultants Institutional 141 - 2024-03-31 7,890 $251,000 -40,079
   Accurate Wealth Management LLC 255 - 2024-03-31 7,289 $228,000 -1,071
   DHJJ Financial Advisors Ltd. 604 - 2024-03-31 40 $1,000 -1,950

  24 Records found
  1    
  Page 1 of 1
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