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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Millington Financial Advisors LLC 4 - 2024-03-31 223,157 $6,019,000 206,549
   Sterling Financial Planning Inc. 13 - 2024-03-31 189,597 $5,113,000 33,173
   Steward Partners Investment Advisory LLC 329 - 2023-12-31 152,830 $3,937,000 23,356
   Capasso Planning Partners LLC 13 - 2024-03-31 135,144 $3,645,000 5,083
   Advisor Group Holdings Inc. 1334 - 2024-03-31 121,799 $3,284,000 10,226
   Brookstone Capital Management 290 - 2024-03-31 112,703 $3,040,000 101,635
   Kestra Advisory Services LLC 1195 - 2023-12-31 33,965 $875,000 1,000
   Change Path LLC 386 - 2023-12-31 17,962 $463,000 17,962
   Orion Capital Management LLC 93 - 2024-03-31 10,721 $289,000 1,000
   DHJJ Financial Advisors Ltd. 228 - 2024-03-31 2,685 $72,000 390

  10 Records found
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