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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    4
Total shares held : 
2,647,322  
% of shares held : 
9.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
636,185  
% of shares held change : 
  2.17%  
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 :
11
 567,960
 21.45%
 
Increased Positions :
14
 296,953
 11.22%
 
Unchanged Positions :
13
 182,901
 6.91%
 
Decreased Positions :
14
-160,204
-6.05%
 
Closed Positions :
7
-68,524
-2.59%
 
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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   IHT Wealth Management LLC 295 *New 2023-12-31 46,539 $1,457,000 46,539
   Continuum Advisory LLC 318 *New 2023-12-31 12,791 $401,000 12,791
   Visionary Wealth Advisors 451 *New 2023-12-31 6,804 $213,000 6,804
   RFG Advisory Group LLC 685 *New 2024-03-31 6,336 $209,000 6,336
   Atlantic Private Wealth LLC 41 *New 2023-12-31 3,500 $110,000 3,500
   Steward Partners Investment Advisory LLC 1674 *New 2023-12-31 3,368 $105,000 3,368
   J P MORGAN CHASE & CO 5116 *New 2024-03-31 165 $5,000 165

  7 Records found
  1    
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