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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
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 95 - 2024-03-31 48,298 $1,462,000 -6,918
   KFG WEALTH MANAGEMENT LLC 42 - 2024-03-31 40,658 $1,230,000 -1,901
   Advisor Group Holdings Inc. 2139 - 2024-03-31 40,413 $1,223,000 -23,632
   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
   Truadvice LLC 126 - 2023-09-30 17,912 $506,000 -2,375
   MILESTONE ASSET MANAGEMENT LLC 112 - 2024-03-31 14,851 $449,000 -339
   Wealth Alliance 313 - 2024-03-31 13,703 $415,000 -2,000
   RETIREMENT GUYS FORMULA LLC 104 - 2024-03-31 11,720 $355,000 -9
   MONEY CONCEPTS CAPITAL CORP 326 - 2024-03-31 10,974 $332,000 -572
   Outlook Wealth Advisors LLC 235 - 2024-03-31 8,067 $244,000 -213,943
   Archer Investment Corp 277 - 2024-03-31 4,010 $121,000 -941
   IFP Advisors Inc 1644 - 2023-12-31 1,238 $36,000 -1,435
   Larson Financial Group LLC 1092 - 2024-03-31 270 $8,000 -544
  19 Records found
  1    
  Page 1 of 1
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