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Get Institutions for : 
Innovator Nasdaq-100 Power Buffer Etf - April (NAPR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 84    12
Total shares held : 
 2,554,059  
% of shares held : 
 2.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   50  
Amount of shares held : 
 913,843  
% of shares held change : 
   1.02%  
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 :
16
 255,057
 9.99%
 
Increased Positions :
49
 726,850
 28.46%
 
Unchanged Positions :
8
 63,773
 2.5%
 
Decreased Positions :
11
-19,694
-0.77%
 
Closed Positions :
4
-48,370
-1.89%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for period: 3-31-2024 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
   PERSONAL CFO SOLUTIONS LLC 16 *New 2024-06-30 140,327 $6,684,000 140,327
   HANSON MCCLAIN, INC. 331 *New 2024-06-30 41,762 $1,984,000 41,762
   CASTLE WEALTH MANAGEMENT LLC 77 *New 2024-06-30 10,070 $480,000 10,070
   Concurrent Investment Advisors LLC 629 *New 2024-06-30 8,921 $425,000 8,921
   HIGHTOWER ADVISORS, LLC 2423 *New 2024-06-30 8,554 $407,000 8,554
   Kingsview Wealth Management LLC 763 *New 2024-06-30 7,913 $377,000 7,913
   Jacobi Capital Management LLC 391 *New 2024-06-30 6,969 $332,000 6,969
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 378 *New 2024-06-30 6,691 $319,000 6,691
   DAYMARK WEALTH PARTNERS LLC 429 *New 2024-06-30 5,326 $254,000 5,326
   Collaborative Wealth Managment Inc. 141 *New 2024-06-30 5,311 $253,000 5,311
   Foundations Investment Advisors LLC 648 *New 2024-06-30 5,241 $250,000 5,241
   UBS Group AG 4848 *New 2024-06-30 2,595 $124,000 2,595
   Clear Point Advisors Inc. 139 *New 2024-06-30 2,282 $109,000 2,282
   Financial Network Wealth Advisors LLC 237 *New 2024-06-30 1,775 $85,000 1,775
   Anfield Capital Management LLC 105 *New 2024-06-30 1,300 $62,000 1,300
   Capital Investment Advisory Services LLC 939 *New 2024-06-30 20 $1,000 20
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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