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Get Institutions for : 
Innovator S&p 500 Ultra Buffer Etf - June (UJUN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 41    2
Total shares held : 
 1,551,887  
% of shares held : 
 1.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -199,643  
% of shares held change : 
   -0.22%  
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
 404,925
 26.09%
 
Increased Positions :
8
 40,175
 2.59%
 
Unchanged Positions :
15
 160,516
 10.34%
 
Decreased Positions :
12
-467,972
-30.16%
 
Closed Positions :
8
-176,771
-11.39%
 
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
   BCJ Capital Management LLC 30 - 2023-12-31 319,885 $9,614,000 -2,096
   Benchmark Investment Advisors LLC 30 *New 2023-12-31 319,885 $9,614,000 319,885
   Berger Financial Group Inc 56 - 2024-03-31 175,860 $5,453,000 -260
   COMMONWEALTH EQUITY SERVICES LLC. 1580 - 2024-03-31 84,385 $2,617,000 4,874
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 79 - 2024-03-31 59,091 $1,832,000 -6,091
   Advisor Group Holdings Inc. 2014 - 2023-12-31 55,035 $1,654,000 -23,223
   Brookstone Capital Management 388 - 2024-03-31 53,018 $1,644,000 -15,212
   KFG WEALTH MANAGEMENT LLC 36 - 2024-03-31 48,269 $1,497,000 -17,681
   Castle Rock Wealth Management LLC 65 - 2023-12-31 45,543 $1,362,000 0
   JANE STREET GROUP LLC 3408 *New 2023-12-31 27,201 $818,000 27,201
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1422 - 2024-03-31 21,432 $665,000 -1,530
   LPL FINANCIAL CORP 3443 - 2023-12-31 20,510 $616,000 5,678
   Beacon Pointe Advisors LLC 812 - 2023-12-31 20,335 $611,000 0
   OLD MISSION CAPITAL LLC 580 - 2023-12-31 18,669 $561,000 3,338
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3616 - 2023-12-31 18,457 $555,000 7,123
   ENVESTNET ASSET MANAGEMENT INC 3251 - 2023-12-31 18,374 $552,000 22
   Garden State Investment Advisory Services LLC 100 - 2023-12-31 17,235 $518,000 0
   Arete Wealth Advisors LLC 448 - 2023-12-31 13,898 $418,000 13,898
   PFG Advisors 413 - 2023-12-31 13,098 $394,000 -2,358
   CITADEL ADVISORS LLC 4066 - 2023-12-31 10,216 $307,000 192
   Kestra Advisory Services LLC 1823 *New 2023-12-31 10,142 $305,000 10,142
   ROYAL BANK OF CANADA 4134 - 2023-12-31 9,555 $287,000 9,414
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2730 - 2024-03-31 9,062 $281,000 -98
   Archer Investment Corp 185 - 2023-12-31 9,300 $280,000 -4,958
   Sequoia Financial Advisors LLC 889 - 2024-03-31 8,985 $279,000 0
   Spire Wealth Management 714 - 2024-03-31 8,080 $251,000 0
   Steward Partners Investment Advisory LLC 1293 - 2023-12-31 8,254 $248,000 0
   MONEY CONCEPTS CAPITAL CORP 364 - 2024-03-31 7,231 $224,000 0
   Stratos Wealth Advisors LLC 608 - 2024-03-31 7,117 $221,000 0
   ADVISORY SERVICES NETWORK, LLC 1342 *New 2023-12-31 5,745 $173,000 5,745
   Integrity Financial Corp /WA 129 - 2024-03-31 3,837 $119,000 0
   Emerald Investment Partners LLC 313 - 2024-03-31 3,584 $111,000 0
   OPTIMUM INVESTMENT ADVISORS 294 - 2024-03-31 2,650 $82,000 0
   HARBOUR INVESTMENTS INC. 1407 - 2023-12-31 1,875 $56,000 0
   CWM LLC 2209 - 2024-03-31 1,781 $55,000 0
   DHJJ Financial Advisors Ltd. 353 - 2024-03-31 780 $24,000 -545
   Larson Financial Group LLC - 2024-03-31 181 $6,000 -262
   UBS Group AG 6497 - 2023-12-31 99 $3,000 -1,200
   SageView Advisory Group LLC 573 *New 2023-12-31 34,721 $1,000 34,721
   Kingsview Wealth Management LLC 949 *Closed 2023-12-31 0 $0 -7,621
   Balboa Wealth Partners 241 *Closed 2023-12-31 0 $0 -8,878
   AE Wealth Management LLC 2095 *Closed 2023-12-31 0 $0 -19,288
   J P MORGAN CHASE & CO 5885 *Closed 2023-12-31 0 $0 -52,276
   Cornerstone Planning Group LLC 978 *Closed 2023-12-31 0 $0 -674
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   U.S. Capital Wealth Advisors LLC 676 *Closed 2023-12-31 0 $0 -7,865
   Cypress Wealth Services LLC 265 *Closed 2024-03-31 0 $0 -21,707
  47 Records found
  1    
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