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 103 institutions that hold shares in the stock, with a total of 4.59 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
14,386
shares
|
$622,338
0.01% of portfolio
|
Q2 2024
Added 6.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
13,589
shares
|
$587,860
0.0% of portfolio
|
Q2 2024
Added 267.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
13,394
shares
|
$579,424
0.02% of portfolio
|
Q4 2023
Added 8.69%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
13,216
shares
|
$571,724
0.17% of portfolio
|
Q2 2024
Added 150.83%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
12,798
shares
|
$553,641
0.05% of portfolio
|
Q2 2024
Added 16.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
12,223
shares
|
$528,766
0.0% of portfolio
|
Q2 2024
Reduced 42.55%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
11,758
shares
|
$508,651
0.57% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
10,947
shares
|
$473,567
0.32% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
10,676
shares
|
$461,843
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
10,675
shares
|
$461,800
0.04% of portfolio
|
Q3 2024
Added 34.28%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
9,807
shares
|
$424,250
0.01% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Castellan Group
Louisville, KY |
Aug 09, 2024 Q2 2024 |
9,600
shares
|
$415,296
0.2% of portfolio
|
Q2 2024
Reduced 28.36%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
9,533
shares
|
$412,397
0.12% of portfolio
|
Q2 2024
Added 79.6%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
9,333
shares
|
$403,745
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
9,304
shares
|
$402,491
0.17% of portfolio
|
Q2 2024
Added 53.89%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,264
shares
|
$400,760
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,850
shares
|
$382,851
0.01% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
8,343
shares
|
$360,918
0.01% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
7,675
shares
|
$332,020
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
7,555
shares
|
$326,829
0.12% of portfolio
|
Q3 2024
Reduced 35.48%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,427
shares
|
$321,292
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
7,000
shares
|
$302,820
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
6,905
shares
|
$298,710
0.09% of portfolio
|
Q2 2024
Reduced 18.83%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
6,817
shares
|
$294,903
0.0% of portfolio
|
Q2 2024
Added 3.3%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
6,731
shares
|
$291,183
0.02% of portfolio
|
Q2 2024
New holding
|