Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / PREM INC 30 BARR
-
Total 13F shares
-
610,099
-
Share change
-
+9,758
-
Total reported value
-
$15,225,677
-
Price per share
-
$24.90
-
Number of holders
-
21
-
Value change
-
+$240,849
-
Number of buys
-
12
-
Number of sells
-
5
Institutional Holders of INNOVATOR ETFS TRUST - PREM INC 30 BARR (JULJ) as of Q4 2023
As of 31 Dec 2023,
INNOVATOR ETFS TRUST - PREM INC 30 BARR (JULJ) was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
610,099 shares.
The largest 10 holders included
Bullseye Investment Management, LLC, Brookstone Capital Management, RPg Family Wealth Advisory, LLC, Kestra Advisory Services, LLC, PRINCIPAL SECURITIES, INC., KFG WEALTH MANAGEMENT, LLC, Pensionmark Financial Group, LLC, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC, Stratos Wealth Advisors, LLC, and Atria Wealth Solutions, Inc..
This page lists
21
institutional shareholders reporting positions in this security
for the Q4 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.