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Get Institutions for : 
Innovator Us Eqty Accelerated 9 Buffer Etf - Jan (XBJA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 31    1
Total shares held : 
 1,811,693  
% of shares held : 
 20.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 113,699  
% of shares held change : 
   1.26%  
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
 152,560
 8.42%
 
Increased Positions :
7
 96,809
 5.34%
 
Unchanged Positions :
10
 77,276
 4.27%
 
Decreased Positions :
11
-96,337
-5.32%
 
Closed Positions :
4
-39,333
-2.17%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   FINANCIAL NETWORK 531 - 2023-12-31 213,545 $5,501,000 -1,362
   Cetera Investment Advisers 468 - 2023-12-31 177,885 $4,582,000 -2,926
   Sterling Financial Planning Inc. 16 - 2023-12-31 156,424 $4,029,000 31,541
   Steward Partners Investment Advisory LLC 329 - 2023-12-31 152,830 $3,937,000 23,356
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 12 - 2023-12-31 144,192 $3,714,000 -963
   Capasso Planning Partners LLC 13 - 2024-03-31 135,144 $3,645,000 5,083
   CENTAURUS FINANCIAL INC. 94 - 2023-12-31 123,515 $3,182,000 -11,378
   Brookstone Capital Management 290 - 2024-03-31 112,703 $3,040,000 101,635
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1048 - 2024-03-31 106,726 $2,878,000 -18,745
   Advisor Group Holdings Inc. 1572 - 2023-12-31 111,573 $2,874,000 -25,694
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 29 - 2024-03-31 93,366 $2,518,000 -509
   Sunbelt Securities Inc. 112 - 2024-03-31 63,362 $1,709,000 -58,958
   COMMONWEALTH EQUITY SERVICES LLC. 2029 - 2024-03-31 49,608 $1,338,000 -96,863
   Snowden Capital Advisors LLC 400 - 2023-12-31 44,445 $1,145,000 -22,550
   Kestra Advisory Services LLC 1195 - 2023-12-31 33,965 $875,000 1,000
   SageView Advisory Group LLC 329 - 2023-12-31 19,938 $523,000 0
   Change Path LLC 386 - 2023-12-31 17,962 $463,000 17,962
   Global Trust Asset Management LLC 106 - 2024-03-31 16,500 $445,000 0
   Millington Financial Advisors LLC 56 - 2023-12-31 16,608 $428,000 8,345
   Epic Trust Investment Advisors LLC 54 - 2024-03-31 14,503 $391,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1785 - 2024-03-31 13,257 $358,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 362 - 2024-03-31 10,000 $258,000 0
   HIGHTOWER ADVISORS, LLC 2775 - 2023-12-31 9,670 $250,000 -2,000
   Orion Capital Management LLC 102 - 2023-12-31 9,721 $250,000 6,521
   Arkadios Wealth Advisors *New 2024-03-31 8,714 $235,000 8,714
   Cape Investment Advisory Inc. 280 - 2023-12-31 2,900 $75,000 -300
   DHJJ Financial Advisors Ltd. 228 - 2024-03-31 2,685 $72,000 390
   BANK OF MONTREAL /CAN/ 2989 - 2023-12-31 2,000 $52,000 -1,250
   HARBOUR INVESTMENTS INC. 2061 - 2023-12-31 451 $12,000 0
   HANSON MCCLAIN, INC. 2570 - 2024-03-31 122 $3,000 -94
   Caitlin John LLC 633 - 2023-12-31 116 $3,000 0
   Sound View Wealth Advisors Group LLC 377 *Closed 2023-12-31 0 $0 -8,953
   Arlington Capital Management Inc. 113 *Closed 2024-03-31 0 $0 -11,431
   Feltz Wealth PLAN Inc. 315 *Closed 2023-12-31 0 $0 -9,970
   Visionary Wealth Advisors 480 *Closed 2023-12-31 0 $0 -20,370
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   MORGAN STANLEY 7699 *Closed 2023-12-31 0 $0 -40
  37 Records found
  1    
  Page 1 of 1
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