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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    4
Total shares held : 
 1,940,680  
% of shares held : 
 2.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -14  
Amount of shares held : 
 -252,191  
% of shares held change : 
   -0.28%  
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
 62,047
 3.2%
 
Increased Positions :
9
 63,409
 3.27%
 
Unchanged Positions :
16
 210,752
 10.86%
 
Decreased Positions :
19
-315,133
-16.24%
 
Closed Positions :
8
-62,514
-3.22%
 
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
   Tradition Wealth Management LLC 6 - 2023-12-31 791,870 $23,926,000 -20,233
   COMMONWEALTH EQUITY SERVICES LLC. 1604 - 2024-03-31 83,840 $2,537,000 2,256
   Castle Rock Wealth Management LLC 38 - 2023-12-31 65,836 $1,930,000 0
   Advisor Group Holdings Inc. 1901 - 2023-12-31 64,045 $1,883,000 -32,547
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 95 - 2024-03-31 48,298 $1,462,000 -6,918
   OLD MISSION CAPITAL LLC 361 - 2023-12-31 45,133 $1,327,000 34,018
   KFG WEALTH MANAGEMENT LLC 42 - 2024-03-31 40,658 $1,230,000 -1,901
   Kestra Advisory Services LLC 1022 *New 2023-12-31 41,071 $1,208,000 41,071
   HIGHTOWER ADVISORS, LLC 1731 - 2023-12-31 39,019 $1,148,000 -111,733
   BB&T CORP 1513 - 2023-12-31 37,770 $1,111,000 -1,460
   ENVESTNET ASSET MANAGEMENT INC 2864 - 2023-12-31 37,028 $1,089,000 -2,684
   FINANCIAL NETWORK 1326 - 2023-12-31 36,424 $1,071,000 -1,078
   Brookstone Capital Management 483 - 2024-03-31 33,702 $1,020,000 -12,621
   CITADEL ADVISORS LLC 3325 - 2023-12-31 22,390 $658,000 -2
   Strategic Blueprint LLC 373 - 2024-03-31 16,917 $512,000 -5,033
   MML INVESTORS SERVICES LLC 1734 - 2023-12-31 17,260 $508,000 -3,986
   Truadvice LLC 126 - 2023-09-30 17,912 $506,000 -2,375
   LPL FINANCIAL CORP 3631 - 2023-12-31 16,398 $482,000 749
   Wealth Alliance 271 - 2023-12-31 15,703 $462,000 0
   HARBOUR INVESTMENTS INC. 557 - 2023-12-31 15,670 $461,000 0
   Foundations Investment Advisors LLC 451 - 2023-12-31 15,190 $452,000 0
   MILESTONE ASSET MANAGEMENT LLC 112 - 2024-03-31 14,851 $449,000 -339
   We Are One Seven LLC 567 - 2023-12-31 15,100 $444,000 1,500
   Arete Wealth Advisors LLC 434 - 2023-12-31 14,858 $437,000 14,858
   RETIREMENT GUYS FORMULA LLC 104 - 2024-03-31 11,720 $355,000 -9
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4274 - 2023-12-31 11,570 $340,000 4,080
   MONEY CONCEPTS CAPITAL CORP 326 - 2024-03-31 10,974 $332,000 -572
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2826 - 2024-03-31 9,881 $299,000 0
   MULTIFINANCIAL SECURITIES CORP 1439 - 2023-12-31 9,902 $291,000 0
   Steward Partners Investment Advisory LLC 1253 - 2023-12-31 9,194 $270,000 0
   ROYAL BANK OF CANADA 4215 *New 2023-12-31 9,056 $266,000 9,056
   Outlook Wealth Advisors LLC 235 - 2024-03-31 8,067 $244,000 -213,943
   Goss Wealth Management LLC 1630 - 2023-12-31 7,965 $237,000 575
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2895 - 2024-03-31 7,572 $229,000 0
   Allegiance Financial Group Advisory Services LLC - 2024-03-31 7,355 $223,000 0
   Archer Investment Corp 245 - 2023-12-31 4,951 $146,000 -5,238
   Capital Investment Advisory Services LLC 552 - 2024-03-31 3,525 $107,000 0
   ADVISORY SERVICES NETWORK, LLC 1889 *New 2023-12-31 2,039 $60,000 2,039
   Castleview Partners LLC 287 - 2023-12-31 1,794 $53,000 0
   IFP Advisors Inc 1644 - 2023-12-31 1,238 $36,000 -1,435
   Spire Wealth Management 1366 - 2024-03-31 1,050 $32,000 0
   UBS Group AG 5516 - 2023-12-31 1,057 $31,000 1,057
   DHJJ Financial Advisors Ltd. 405 - 2024-03-31 470 $14,000 0
   Larson Financial Group LLC - 2024-03-31 270 $8,000 -544
   Resources Investment Advisors Inc. 1101 *Closed 2023-12-31 0 $0 -8,069
   TOWNSQUARE CAPITAL LLC 1130 *Closed 2023-12-31 0 $0 -8,717
   RETIREMENT PLANNING GROUP 214 *Closed 2024-03-31 0 $0 -8,910
   JANNEY MONTGOMERY SCOTT LLC 2747 *Closed 2024-03-31 0 $0 -7,260
   J P MORGAN CHASE & CO 5887 *Closed 2023-12-31 0 $0 -5,446
   Cornerstone Planning Group LLC 1081 *Closed 2023-12-31 0 $0 -690
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2434 *Closed 2024-03-31 0 $0 -6,971
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Worth Financial Advisory Group LLC *Closed 2024-03-31 0 $0 -29,234
   Kingsview Wealth Management LLC 1021 *Closed 2023-12-31 0 $0 -7,586
  54 Records found
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