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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

  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
   ROYAL BANK OF CANADA 2069 - 2023-12-31 125,045 $3,915,000 124,534
   ENVESTNET ASSET MANAGEMENT INC 2144 - 2023-12-31 108,424 $3,395,000 5,542
   KFG WEALTH MANAGEMENT LLC 26 - 2024-03-31 76,507 $2,521,000 1,208
   Kestra Advisory Services LLC 858 - 2023-12-31 55,108 $1,726,000 42,138
   Arete Wealth Advisors LLC 189 - 2023-12-31 43,780 $1,371,000 15,665
   BB&T CORP 1440 - 2023-12-31 42,875 $1,343,000 5,050
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2788 - 2024-03-31 25,238 $831,000 7,366
   Garden State Investment Advisory Services LLC 95 - 2023-12-31 17,415 $545,000 1,500
   AE Wealth Management LLC 1606 - 2023-12-31 11,158 $355,000 3,673
   TOWNSQUARE CAPITAL LLC 909 - 2023-12-31 9,793 $307,000 2,594
   Fermata Advisors LLC 192 - 2024-03-31 6,298 $207,000 6,298
   UBS Group AG 6413 - 2023-12-31 115 $4,000 114
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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