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 |
---|---|---|---|---|---|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
6,817
shares
|
$290,540
0.0% of portfolio
|
Q2 2024
Added 3.3%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
6,731
shares
|
$286,875
0.02% of portfolio
|
Q2 2024
New holding
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
6,117
shares
|
$260,706
0.02% of portfolio
|
Q2 2024
New holding
|
|
Souders Financial Advisors
|
Aug 28, 2024 Q2 2024 |
5,857
shares
|
$249,625
0.04% of portfolio
|
Q1 2024
New holding
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
5,733
shares
|
$244,340
0.06% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
Bullseye Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
5,437
shares
|
$231,724
0.34% of portfolio
|
Q2 2024
New holding
|
|
Bellwether Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
5,376
shares
|
$229,125
0.05% of portfolio
|
Q2 2024
Reduced 8.91%
|
|
Cra Financial Services, LLC
|
Jul 11, 2024 Q2 2024 |
5,248
shares
|
$223,669
0.05% of portfolio
|
Q2 2024
New holding
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
5,002
shares
|
$213,185
0.01% of portfolio
|
Q2 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
4,989
shares
|
$212,631
0.0% of portfolio
|
Q2 2024
New holding
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
4,854
shares
|
$206,877
0.09% of portfolio
|
Q2 2024
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
4,427
shares
|
$188,678
0.14% of portfolio
|
Q2 2024
New holding
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
4,320
shares
|
$184,118
0.1% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Integrity Financial Corp
|
Jul 30, 2024 Q2 2024 |
3,922
shares
|
$167,155
0.11% of portfolio
|
Q4 2023
Reduced 16.11%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,642
shares
|
$155,222
0.0% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
2,942
shares
|
$125,388
0.09% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
2,832
shares
|
$120,699
0.01% of portfolio
|
Q2 2024
Added 3945.71%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
1,600
shares
|
$68,192
0.03% of portfolio
|
Q1 2024
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
1,356
shares
|
$57,792
0.0% of portfolio
|
Q1 2024
New holding
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,300
shares
|
$55,406
0.0% of portfolio
|
Q3 2022
Added 23.81%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
1,250
shares
|
$53,275
0.0% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
924
shares
|
$39,380
0.0% of portfolio
|
Q2 2024
Added 2540.0%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
600
shares
|
$25,572
0.0% of portfolio
|
Q2 2023
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
449
shares
|
$19,136
0.0% of portfolio
|
Q2 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
315
shares
|
$13,425
0.0% of portfolio
|
Q1 2024
New holding
|