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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
   Castle Rock Wealth Management LLC 65 - 2023-12-31 45,543 $1,362,000 0
   Beacon Pointe Advisors LLC 812 - 2023-12-31 20,335 $611,000 0
   Garden State Investment Advisory Services LLC 100 - 2023-12-31 17,235 $518,000 0
   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
   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
   PROEQUITIES INC. 5600 - 2024-03-31 0 $0 0
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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