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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 33    1
Total shares held : 
 1,509,703  
% of shares held : 
 1.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -37,458  
% of shares held change : 
   -0.04%  
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
 37,281
 2.47%
 
Increased Positions :
10
 44,235
 2.93%
 
Unchanged Positions :
9
 62,392
 4.13%
 
Decreased Positions :
11
-103,364
-6.85%
 
Closed Positions :
2
-15,610
-1.03%
 
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
   FINANCIAL NETWORK 466 - 2023-12-31 211,602 $6,479,000 -5,114
   Feltz Wealth PLAN Inc. 54 - 2023-12-31 193,844 $5,935,000 9,293
   Cetera Investment Advisers 441 - 2023-12-31 160,495 $4,914,000 -486
   Weaver Consulting Group 22 - 2024-03-31 99,060 $3,140,000 -1,042
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1032 - 2024-03-31 93,712 $2,971,000 -18,730
   CENTAURUS FINANCIAL INC. 107 - 2023-12-31 91,077 $2,789,000 -378
   Advisor Group Holdings Inc. 1634 - 2023-12-31 86,923 $2,662,000 -16,868
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 866 - 2024-03-31 78,334 $2,483,000 -11,581
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 32 - 2024-03-31 76,071 $2,411,000 -858
   Snowden Capital Advisors LLC 245 - 2023-12-31 78,651 $2,408,000 -9,065
   Chicago Partners Investment Group LLC 213 - 2024-03-31 61,080 $1,935,000 -94
   Millington Financial Advisors LLC 36 - 2023-12-31 34,140 $1,045,000 5,594
   Kestra Advisory Services LLC 1235 - 2023-12-31 26,119 $800,000 -151
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 77 - 2023-12-31 25,877 $792,000 58
   COMMONWEALTH EQUITY SERVICES LLC. 2412 - 2024-03-31 24,327 $771,000 -86,372
   BANK OF MONTREAL /CAN/ 1944 - 2023-12-31 18,500 $567,000 2,600
   Orion Capital Management LLC 59 - 2023-12-31 18,398 $563,000 3,293
   Visionary Wealth Advisors 333 - 2023-12-31 14,561 $446,000 0
   Steward Partners Investment Advisory LLC 1088 - 2023-12-31 13,185 $404,000 1,883
   Cambridge Advisors Inc. 130 - 2024-03-31 12,555 $398,000 -600
   Evolution Wealth Advisors LLC 90 - 2024-03-31 12,430 $394,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4165 - 2023-12-31 12,082 $370,000 12,082
   CITADEL ADVISORS LLC 3895 - 2023-12-31 11,820 $362,000 -36,716
   Brookstone Capital Management 762 - 2024-03-31 9,301 $295,000 694
   Sunbelt Securities Inc. 440 - 2024-03-31 8,852 $281,000 -10,185
   AE Wealth Management LLC 1837 - 2023-12-31 7,145 $221,000 0
   Diligent Investors LLC 294 *New 2023-12-31 6,800 $208,000 6,800
   Global Trust Asset Management LLC 164 - 2024-03-31 6,015 $191,000 0
   DHJJ Financial Advisors Ltd. 161 - 2024-03-31 4,886 $155,000 0
   First Capital Advisors Group LLC. 197 *New 2023-06-30 3,970 $115,000 3,970
   UBS Group AG 5754 - 2023-12-31 663 $20,000 -2,859
   MORGAN STANLEY 6980 *Closed 2023-12-31 0 $0 -2,000
   Arlington Capital Management Inc. 108 *Closed 2024-03-31 0 $0 -22,719
   HANSON MCCLAIN, INC. 3427 *Closed 2024-03-31 0 $0 -4,189
   Arkadios Wealth Advisors *Closed 2024-03-31 0 $0 -7,762
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   OLD MISSION CAPITAL LLC 1157 *Closed 2023-12-31 0 $0 -13,610
   Caitlin John LLC 850 - 2023-12-31 11 $0 0
  38 Records found
  1    
  Page 1 of 1
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