Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Innovator S&p 500 Ultra Buffer Etf (UOCT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    6
Total shares held : 
1,727,546  
% of shares held : 
46.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  19  
Amount of shares held : 
354,417  
% of shares held change : 
  9.5%  
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 :
9
 110,520
 6.4%
 
Increased Positions :
21
 278,807
 16.14%
 
Unchanged Positions :
16
 149,356
 8.65%
 
Decreased Positions :
8
-33,804
-1.96%
 
Closed Positions :
3
-1,106
-0.06%
 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ADVISORY SERVICES NETWORK, LLC 1552 *Closed 2024-03-31 0 $0 -2,821
   H D Vest Advisory Services 1631 *Closed 2024-03-31 0 $0 -6,419
   Authentikos Wealth Advisory LLC 148 *Closed 2023-12-31 0 $0 -466
   Lee Financial CORP 856 *Closed 2023-12-31 0 $0 -200
   V Wealth ManagementLLC 301 *Closed 2023-09-30 0 $0 -15,961
   SageView Advisory Group LLC 802 *Closed 2024-03-31 0 $0 -7,471

  6 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results