Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / US SML CP PWR B
-
Total 13F shares
-
1,632,717
-
Share change
-
-70,308
-
Total reported value
-
$40,766,684
-
Price per share
-
$24.77
-
Number of holders
-
56
-
Value change
-
-$1,726,288
-
Number of buys
-
13
-
Number of sells
-
25
Institutional Holders of INNOVATOR ETFS TRUST - US SML CP PWR B (KJUL) as of Q1 2023
As of 31 Mar 2023,
INNOVATOR ETFS TRUST - US SML CP PWR B (KJUL) was held by
56 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,632,717 shares.
The largest 10 holders included
Tradition Wealth Management, LLC, Maltin Wealth Management, Inc., COMMONWEALTH EQUITY SERVICES, LLC, ADVISOR GROUP HOLDINGS, INC., Marcum Wealth, LLC, AVANTAX ADVISORY SERVICES, INC., FORVIS Wealth Advisors, LLC, Fragasso Group Inc., Global Strategic Investment Solutions, LLC, and Cerity Partners LLC.
This page lists
56
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.