Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Buffer E (BAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BAPR) during Q1 2023. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY BUFFER E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
188KNew |
$5.82M - $6.32M
|
188K
$8.43M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123K+ 61.18% |
$3.81M - $4.14M
|
325K
$14.6M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
63.9K+ 30.44% |
$1.97M - $2.14M
|
274K
$12.3M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
33.6K+ 143.95% |
$1.04M - $1.13M
|
56.9K
$2.55M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
27.4KNew |
$847K - $920K
|
27.4K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
18.1KNew |
$560K - $608K
|
18.1K
$811K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.2KNew |
$501K - $545K
|
16.2K
$726K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.1K+ 7.24% |
$373K - $406K
|
179K
$8.01M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
9.2KNew |
$284K - $309K
|
9.2K
$412K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.73KNew |
$270K - $293K
|
8.73K
$391K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.3KNew |
$195K - $211K
|
6.3K
$282K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.77K+ 15.11% |
$116K - $126K
|
28.7K
$1.28M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
3.34K+ 7.08% |
$103K - $112K
|
50.5K
$2.26M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.93K+ 34.64% |
$90.4K - $98.2K
|
11.4K
$509K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.36KNew |
$72.9K - $79.2K
|
2.36K
$106K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.18KNew |
$67.3K - $73.1K
|
2.18K
$97.5K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.07K+ 13.1% |
$63.9K - $69.5K
|
17.9K
$800K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.79K+ 16.74% |
$55.4K - $60.1K
|
12.5K
$559K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.76K+ 2.83% |
$54.3K - $59K
|
63.7K
$2.85M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.16K+ 13.54% |
$35.7K - $38.8K
|
9.7K
$434K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
657+ 5.54% |
$20.3K - $22K
|
12.5K
$561K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
598+ 3.99% |
$18.5K - $20.1K
|
15.6K
$698K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
242New |
$7.48K - $8.12K
|
242
$10.8K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$3.09K - $3.36K
|
100
$4.48K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
70New |
$2.16K - $2.35K
|
70
$3.13K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8+ 0.11% |
$247 - $268
|
7.04K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-8- 0.41% |
$247 - $268
|
1.94K
$86.9K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29- 0.03% |
$896 - $973
|
103K
$4.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-55- 0.45% |
$1.7K - $1.85K
|
12.1K
$541K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-58- 0.19% |
$1.79K - $1.95K
|
30.9K
$1.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-302- 1.05% |
$9.33K - $10.1K
|
28.4K
$1.27M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-368- 1.13% |
$11.4K - $12.4K
|
32.2K
$1.44M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-546- 2.68% |
$16.9K - $18.3K
|
19.8K
$887K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-621- 2.82% |
$19.2K - $20.8K
|
21.4K
$958K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.15K- 86.21% |
$35.5K - $38.6K
|
184
$8.24K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.18K- 3.42% |
$36.5K - $39.6K
|
33.4K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.29K- 5.65% |
$39.9K - $43.4K
|
21.6K
$967K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.42K- 1.33% |
$43.7K - $47.5K
|
105K
$4.7M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 2.54% |
$45.6K - $49.5K
|
56.5K
$2.53M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.51K- 4.51% |
$77.4K - $84.1K
|
53.1K
$2.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2.74K- 1.4% |
$84.7K - $92K
|
194K
$8.67M
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.46K- 24.55% |
$107K - $116K
|
10.6K
$476K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.83K- 20.42% |
$149K - $162K
|
18.8K
$841K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6.2K- 6.45% |
$192K - $208K
|
89.9K
$4.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.26K- 6.26% |
$193K - $210K
|
93.6K
$4.19M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-7.25K- 50.88% |
$224K - $243K
|
7K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.5K- 66.51% |
$541K - $588K
|
8.82K
$395K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.2K- 15.72% |
$901K - $979K
|
156K
$7M
|