Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / US SML CP PWR B
-
Total 13F shares
-
1,195,725
-
Share change
-
-595,435
-
Total reported value
-
$30,713,602
-
Price per share
-
$25.68
-
Number of holders
-
53
-
Value change
-
-$15,279,296
-
Number of buys
-
15
-
Number of sells
-
28
Institutional Holders of INNOVATOR ETFS TRUST - US SML CP PWR B (KOCT) as of Q3 2023
As of 30 Sep 2023,
INNOVATOR ETFS TRUST - US SML CP PWR B (KOCT) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,195,725 shares.
The largest 10 holders included
Valtinson Bruner Financial Planning LLC, AVANTAX ADVISORY SERVICES, INC., FORVIS Wealth Advisors, LLC, DHJJ Financial Advisors, Ltd., InterOcean Capital Group, LLC, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Beacon Financial Advisory LLC, OSAIC HOLDINGS, INC., and Cetera Advisor Networks LLC.
This page lists
53
institutional shareholders reporting positions in this security
for the Q3 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.