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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 32    4
Total shares held : 
1,091,134  
% of shares held : 
12.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
520,141  
% of shares held change : 
  5.78%  
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 :
3
 51,929
 4.76%
 
Increased Positions :
11
 630,342
 57.77%
 
Unchanged Positions :
7
 69,236
 6.35%
 
Decreased Positions :
11
-58,622
-5.37%
 
Closed Positions :
7
-103,508
-9.49%
 
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 100 - 2023-12-31 29,082 $916,000 0
   ATTICUS WEALTH MANAGEMENT LLC 53 - 2024-03-31 21,778 $712,000 0
   LPL FINANCIAL CORP 4109 - 2024-03-31 9,148 $299,000 0
   Soltis Investment Advisors LLC 258 - 2024-03-31 8,353 $273,000 0
   Lakeridge Wealth Management LLC 120 - 2024-03-31 6,881 $225,000 0
   CENTAURUS FINANCIAL INC. - 2024-03-31 4,525 $148,000 0
   DHJJ Financial Advisors Ltd. 258 - 2024-03-31 1,608 $53,000 0
   HARBOUR INVESTMENTS INC. 1460 - 2023-12-31 1,593 $50,000 0
   PROEQUITIES INC. 9087 - 2024-03-31 0 $0 0

  9 Records found
  1    
  Page 1 of 1
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