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 106 institutions that hold shares in the stock, with a total of 4.58 Million shares, which have been reported (via 13F filing form) to have a value of $194 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 16, 2024 Q2 2024 |
43,311
shares
|
$1.85 Million
0.82% of portfolio
|
Q2 2024
New holding
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Aug 06, 2024 Q2 2024 |
38,857
shares
|
$1.66 Million
1.2% of portfolio
|
Q2 2024
Added 7.52%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
36,075
shares
|
$1.54 Million
0.05% of portfolio
|
Q2 2024
Added 480.45%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 12, 2024 Q2 2024 |
34,968
shares
|
$1.49 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
33,459
shares
|
$1.43 Million
0.1% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
32,575
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2024
Added 64.4%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
30,405
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2024
Added 7.06%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
29,057
shares
|
$1.24 Million
0.12% of portfolio
|
Q2 2024
Added 196.56%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
25,738
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2024
Added 0.11%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
25,532
shares
|
$1.09 Million
0.87% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
25,514
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2024
Added 362.55%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
23,164
shares
|
$987,249
0.45% of portfolio
|
Q2 2024
Added 19.46%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
22,883
shares
|
$975,273
0.01% of portfolio
|
Q2 2024
Added 88.09%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
22,543
shares
|
$960,782
0.0% of portfolio
|
Q2 2024
Reduced 16.31%
|
|
Berkshire Money Management, Inc.
|
Jul 19, 2024 Q2 2024 |
21,374
shares
|
$910,959
0.12% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 14, 2024 Q2 2024 |
21,231
shares
|
$904,865
0.03% of portfolio
|
Q2 2024
New holding
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
20,170
shares
|
$859,645
0.03% of portfolio
|
Q2 2024
Added 60.54%
|
|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
19,152
shares
|
$816,258
0.11% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2024 Q2 2024 |
18,820
shares
|
$802,108
0.1% of portfolio
|
Q3 2023
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
18,519
shares
|
$789,279
0.02% of portfolio
|
Q2 2024
Added 51.98%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
17,827
shares
|
$759,786
0.08% of portfolio
|
Q1 2024
Added 57.8%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
17,511
shares
|
$746,318
0.04% of portfolio
|
Q2 2024
Added 4.72%
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
16,297
shares
|
$694,578
0.07% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Sugarloaf Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
15,598
shares
|
$664,786
0.14% of portfolio
|
Q1 2023
Added 3.99%
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2024 Q2 2024 |
15,306
shares
|
$652,341
0.66% of portfolio
|
Q2 2024
Added 77.79%
|