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 108 institutions that hold shares in the stock, with a total of 7.76 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
499
shares
|
$23,423
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
170
shares
|
$7,979
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
167
shares
|
$7,838
0.0% of portfolio
|
Q3 2024
Reduced 28.63%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
150
shares
|
$7,041
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
118
shares
|
$5,538
0.0% of portfolio
|
Q2 2025
Added 38.82%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
100
shares
|
$4,694
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
39
shares
|
$1,830
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|