Innovator Int Dev Power BuffIOCTETF

13F holders, Q1 2024 (March 31)
55holders
$28.97avg. 13F price*

At the end of Q1 2024, 55 institutions reported holding Innovator Int Dev Power Buff (IOCT) in their 13F filings. The largest holders were Global Strategic Investment Solutions, LLC ($23.7M), IFP Advisors, Inc ($11.2M) and NewEdge Advisors, LLC ($6.0M).

Company
Innovator Int Dev Power Buff
CUSIP
45782C631
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 55Q1 2024Q2 2024: 56Q2 2024Q3 2024: 54Q3 2024Q4 2024: 67Q4 2024Q1 2025: 82Q1 2025Q2 2025: 75Q2 2025Q3 2025: 76Q3 2025Q4 2025: 104Q4 2025Q1 2026: 101Q1 2026Q2 2026: 98Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions9$3.2M
Exits4$1.6M

Ownership 55 holders

Global Strategic Investment Solutions, LLC 2.77% Reduce -15.7% 819,600 $23.7M
IFP Advisors, Inc 0.49% Reduce -7.1% 387,056 $11.2M
NewEdge Advisors, LLC 0.05% Reduce -13.3% 208,356 $6.0M
Commonwealth Equity Services, LLC 0.01% Add +2.8% 168,576 $4.9M
WPWealth LLP 1.16% Reduce -0.0% 155,870 $4.5M
Osaic Holdings, Inc. 0.01% Reduce -2.2% 103,306 $3.0M
Forvis Mazars Wealth Advisors, LLC 0.07% Reduce -13.0% 90,647 $2.6M
Susquehanna International Group, LLP 0.00% Add +346.3% 73,855 $2.1M
Captrust Financial Advisors 0.01% Reduce -0.1% 72,674 $2.1M
Lantz Financial LLC 0.58% Reduce -0.8% 61,973 $1.8M
Cwm, LLC 0.01% Add +4.6% 37,838 $1.1M
Old Mission Capital LLC 0.03% New 37,164 $1.1M
Berger Financial Group, Inc 0.07% Reduce -3.1% 29,052 $840K
InterOcean Capital Group, LLC 0.02% No change 25,930 $750K
Envestnet Asset Management Inc. 0.00% Reduce -9.4% 25,256 $730K
Cetera Investment Advisers 0.00% New 25,191 $729K
HighTower Advisors, LLC 0.00% Reduce -9.2% 23,881 $692K
Pillar Wealth Advisors, LLC 0.49% No change 22,246 $643K
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.1% 21,568 $624K
Avantax Advisory Services, Inc. 0.01% Reduce -0.6% 21,150 $612K
First Commonwealth Financial Corp 0.14% No change 18,784 $543K
Raymond James Financial Services Advisors, Inc. 0.00% Add +9.2% 18,521 $536K
Corrado Advisors, LLC 0.32% Reduce -0.3% 17,063 $493K
Lincoln National Corp. 0.01% Reduce -8.1% 16,569 $479K
Tradition Wealth Management, LLC 0.04% Reduce -1.0% 15,377 $445K
BCS Wealth Management 0.12% Reduce -9.4% 13,290 $384K
Claro Advisors Inc. 0.07% Reduce -10.7% 12,923 $374K
Townsquare Capital LLC 0.01% No change 12,334 $357K
Allen Capital Group, LLC 0.05% No change 11,883 $344K
Kestra Advisory Services, LLC 0.00% New 11,795 $341K
D.B. Root & Company, LLC 0.11% Reduce -25.0% 11,684 $338K
Cypress Financial Planning LLC 0.15% Add +20.9% 11,549 $334K
Brown Wealth Management, LLC 0.13% No change 10,661 $308K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -19.7% 10,621 $307K
LPL Financial LLC 0.00% Reduce -3.3% 9,675 $280K
Trek Financial, LLC 0.02% Reduce -13.6% 8,935 $258K
Arq Wealth Advisors, LLC 0.11% New 8,905 $258K
SageView Advisory Group, LLC 0.01% Reduce -85.4% 4,355 $251K
Diligent Investors, LLC 0.06% Reduce -2.4% 8,294 $240K
Arlington Capital Management, Inc. 0.19% Reduce -1.1% 7,708 $223K
First Heartland Consultants, Inc. 0.02% New 7,196 $208K
MAI Capital Management 0.00% New 7,034 $203K
Atria Wealth Solutions, Inc. 0.00% New 6,937 $201K
Sunbelt Securities, Inc. 0.02% No change 5,507 $159K
JPMorgan Chase & Co. 0.00% New 5,361 $155K
Global Trust Asset Management, LLC 0.04% No change 3,000 $87K
CoreCap Advisors, LLC 0.00% New 2,385 $69K
Harbour Investments, Inc. 0.00% No change 2,261 $65K
Blue Bell Private Wealth Management, LLC 0.01% No change 2,049 $59K
Capital Analysts, LLC 0.00% No change 1,765 $51K
Sugarloaf Wealth Management, LLC 0.01% No change 1,500 $43K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -16.3% 1,030 $30K
AdvisorNet Financial, Inc 0.00% No change 959 $28K
UBS Group AG 0.00% Reduce -41.0% 633 $18K
Clear Point Advisors Inc. 0.00% No change 11 $318

"% of holder's portfolio" is IOCT's weight in each manager's 13F, not the share of Innovator Int Dev Power Buff the manager owns.