Institutional Ownership Innovator U.S. Equity Buffer E (BAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BAPR). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 4.57 Million shares, which have been reported (via 13F filing form) to have a value of $191 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
420,938
shares
|
$17.6 Million
0.03% of portfolio
|
Q2 2024
Added 9.34%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
378,879
shares
|
$15.8 Million
0.3% of portfolio
|
Q2 2024
Added 4538.58%
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
269,420
shares
|
$11.3 Million
1.76% of portfolio
|
Q2 2024
New holding
|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
246,432
shares
|
$10.3 Million
3.82% of portfolio
|
Q2 2024
Added 3.44%
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
241,350
shares
|
$10.1 Million
0.13% of portfolio
|
Q2 2024
Added 10.77%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
201,733
shares
|
$8.44 Million
0.02% of portfolio
|
Q2 2024
Added 478.86%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
190,641
shares
|
$7.97 Million
0.01% of portfolio
|
Q2 2024
Added 13.55%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
168,288
shares
|
$7.04 Million
0.02% of portfolio
|
Q2 2024
Added 68.96%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
165,966
shares
|
$6.94 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
155,458
shares
|
$6.5 Million
0.35% of portfolio
|
Q2 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
115,066
shares
|
$4.81 Million
0.01% of portfolio
|
Q2 2024
Added 1807.91%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
109,335
shares
|
$4.57 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
99,419
shares
|
$4.16 Million
2.22% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
98,625
shares
|
$4.13 Million
1.48% of portfolio
|
Q2 2024
Added 1101.72%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
94,273
shares
|
$3.94 Million
0.01% of portfolio
|
Q2 2024
Added 68.15%
|
|
My Personal Cfo, LLC
|
Jul 25, 2024 Q2 2024 |
83,420
shares
|
$3.49 Million
1.97% of portfolio
|
Q2 2024
Added 40.44%
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
82,688
shares
|
$3.46 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
79,138
shares
|
$3.31 Million
0.0% of portfolio
|
Q2 2024
Added 29.02%
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
74,494
shares
|
$3.12 Million
0.83% of portfolio
|
Q2 2024
New holding
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
70,770
shares
|
$2.96 Million
0.21% of portfolio
|
Q2 2024
Added 114.8%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
59,640
shares
|
$2.49 Million
0.01% of portfolio
|
Q2 2024
Added 57.69%
|
|
Maltin Wealth Management, Inc.
|
Jul 12, 2024 Q2 2024 |
51,899
shares
|
$2.17 Million
1.3% of portfolio
|
Q1 2024
Reduced 5.78%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
50,745
shares
|
$2.12 Million
0.23% of portfolio
|
Q2 2024
Added 9.06%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
49,724
shares
|
$2.08 Million
0.45% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
49,012
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2024
Added 12.58%
|