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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 35    2
Total shares held : 
 499,729  
% of shares held : 
 5.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -283,761  
% of shares held change : 
   -3.15%  
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 :
4
 26,547
 5.31%
 
Increased Positions :
5
 37,423
 7.49%
 
Unchanged Positions :
11
 108,697
 21.75%
 
Decreased Positions :
15
-236,153
-47.26%
 
Closed Positions :
6
-111,578
-22.33%
 
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
   Advance Capital Management Inc. 6 *New 2024-03-31 1,128,149 $36,845,000 1,128,149
   Brookstone Capital Management 72 - 2024-03-31 558,394 $18,237,000 547,132
   CENTRAL VALLEY ADVISORS LLC 5 *New 2024-03-31 250,353 $8,177,000 250,353
   KFG WEALTH MANAGEMENT LLC 22 - 2024-03-31 90,548 $2,957,000 61,184
   Advisor Group Holdings Inc. 1895 - 2023-12-31 60,054 $1,898,000 -20,765
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 69 - 2023-12-31 47,965 $1,516,000 -4,421
   Donald L. Hagan LLC 28 *New 2024-03-31 45,807 $1,496,000 45,807
   Berger Financial Group Inc 124 - 2024-03-31 43,855 $1,432,000 -8,578
   Archer Investment Corp 55 - 2023-12-31 41,141 $1,300,000 -4,996
   Spire Wealth Management 366 - 2024-03-31 32,195 $1,051,000 21,808
   BB&T CORP 1541 - 2023-12-31 32,861 $1,038,000 -2,200
   COMMONWEALTH EQUITY SERVICES LLC. 2137 - 2023-12-31 31,670 $1,001,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3180 - 2023-12-31 23,792 $752,000 14,395
   OLD MISSION CAPITAL LLC 572 - 2023-12-31 18,393 $581,000 -761
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2164 - 2024-03-31 17,355 $567,000 4,487
   Ausdal Financial Partners Inc. 260 *New 2024-03-31 16,237 $530,000 16,237
   TOWNSQUARE CAPITAL LLC 807 - 2023-12-31 14,224 $449,000 2,122
   Arete Wealth Advisors LLC 441 - 2023-12-31 13,640 $431,000 13,640
   CITADEL ADVISORS LLC 3796 *New 2023-12-31 12,802 $405,000 12,802
   ENVESTNET ASSET MANAGEMENT INC 3417 - 2023-12-31 12,791 $404,000 -616
   Chicago Partners Investment Group LLC 511 - 2024-03-31 11,649 $374,000 2,856
   RFG Advisory Group LLC 562 *New 2024-03-31 11,153 $364,000 11,153
   BCS Wealth Management 172 - 2024-03-31 10,718 $350,000 0
   RETIREMENT PLANNING GROUP 161 *New 2024-03-31 10,275 $336,000 10,275
   Truadvice LLC 173 - 2023-09-30 9,572 $292,000 0
   BEDEL FINANCIAL CONSULTING INC 180 - 2023-09-30 9,749 $291,000 0
   Visionary Wealth Advisors 397 - 2023-12-31 9,159 $289,000 0
   HIGHTOWER ADVISORS, LLC 2698 - 2023-12-31 8,852 $279,000 -177,220
   MILESTONE ASSET MANAGEMENT LLC 146 - 2024-03-31 8,264 $270,000 0
   Foundations Investment Advisors LLC 570 - 2023-12-31 8,264 $263,000 -6,639
   ROYAL BANK OF CANADA 4235 - 2023-12-31 8,250 $261,000 6,956
   Occidental Asset Management LLC 190 *New 2024-03-31 6,218 $203,000 6,218
   SILVER OAK SECURITIES Inc 456 *New 2023-12-31 6,362 $201,000 6,362
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1552 *New 2023-12-31 5,400 $171,000 5,400
   Castleview Partners LLC 259 *New 2023-12-31 1,983 $63,000 1,983
   ATTICUS WEALTH MANAGEMENT LLC 218 - 2024-03-31 1,940 $63,000 0
   Emerald Investment Partners LLC - 2023-12-31 1,800 $57,000 0
   DHJJ Financial Advisors Ltd. 290 - 2024-03-31 1,220 $40,000 0
   UBS Group AG 5610 - 2023-12-31 817 $26,000 310
   Capital Investment Advisory Services LLC 738 *New 2024-03-31 775 $25,000 775
   HARBOUR INVESTMENTS INC. 1811 - 2023-12-31 725 $23,000 0
   Larson Financial Group LLC 1054 - 2023-12-31 240 $8,000 0
   CGC Financial Services LLC 297 - 2024-03-31 22 $1,000 -54
   CWM LLC 4303 *Closed 2024-03-31 0 $0 -5
   PROEQUITIES INC. 5051 - 2023-12-31 0 $0 0
   VisionPoint Advisory Group LLC 774 *Closed 2023-12-31 0 $0 -1,983
   Bedel Financial Consulting Inc. 250 *Closed 2023-12-31 0 $0 -9,749
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 814 - 2023-12-31 7 $0 0
   Authentikos Wealth Advisory LLC 481 *Closed 2023-12-31 0 $0 -8
   Goss Wealth Management LLC 3830 *Closed 2023-12-31 0 $0 -86,454
  50 Records found
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