Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / PREM INC 30 BARR
-
Total 13F shares
-
675,285
-
Share change
-
+65,186
-
Total reported value
-
$16,821,799
-
Price per share
-
$24.90
-
Number of holders
-
20
-
Value change
-
+$1,618,415
-
Number of buys
-
10
-
Number of sells
-
9
Institutional Holders of INNOVATOR ETFS TRUST - PREM INC 30 BARR (JULJ) as of Q1 2024
As of 31 Mar 2024,
INNOVATOR ETFS TRUST - PREM INC 30 BARR (JULJ) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
675,285 shares.
The largest 10 holders included
Bullseye Investment Management, LLC, Foundations Investment Advisors, LLC, Brookstone Capital Management, RPg Family Wealth Advisory, LLC, Kestra Advisory Services, LLC, PRINCIPAL SECURITIES, INC., Pensionmark Financial Group, LLC, KFG WEALTH MANAGEMENT, LLC, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC, and Stratos Wealth Advisors, LLC.
This page lists
20
institutional shareholders reporting positions in this security
for the Q1 2024 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.