Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
372K+ 549.28% |
$15.6M - $17.1M
|
439K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
63.6K+ 822.52% |
$2.67M - $2.93M
|
71.4K
$3.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
59.1K+ 17.17% |
$2.48M - $2.72M
|
403K
$17.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.2K+ 38.98% |
$1.65M - $1.8M
|
140K
$6.19M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.5K+ 69.32% |
$1.19M - $1.31M
|
69.5K
$3.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16.8K+ 16.59% |
$704K - $772K
|
118K
$5.22M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.94KNew |
$417K - $458K
|
9.94K
$440K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
6.78K+ 14.46% |
$285K - $312K
|
53.7K
$2.38M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.91K+ 13.64% |
$248K - $272K
|
49.2K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.67K+ 797.33% |
$238K - $261K
|
6.38K
$282K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.88K+ 1.9% |
$205K - $225K
|
262K
$11.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.81K+ 7.94% |
$75.8K - $83.2K
|
24.6K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.76KNew |
$74K - $81.2K
|
1.76K
$78K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1KNew |
$42K - $46K
|
1K
$44.3K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
978+ 3.61% |
$41K - $45K
|
28.1K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
913+ 19.1% |
$38.3K - $42K
|
5.69K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
499New |
$20.9K - $23K
|
499
$22.1K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
497+ 4.26% |
$20.9K - $22.9K
|
12.2K
$539K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
125+ 1.34% |
$5.25K - $5.75K
|
9.46K
$419K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
104+ 1.55% |
$4.36K - $4.79K
|
6.82K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73New |
$3.06K - $3.36K
|
73
$3.23K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
66+ 1.04% |
$2.77K - $3.04K
|
6.4K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-17- 0.28% |
$713 - $783
|
6.1K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-70- 2.47% |
$2.94K - $3.22K
|
2.76K
$122K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-82- 0.82% |
$3.44K - $3.77K
|
9.94K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-83- 0.66% |
$3.48K - $3.82K
|
12.5K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-99- 1.01% |
$4.16K - $4.56K
|
9.71K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-100- 3.85% |
$4.2K - $4.6K
|
2.5K
$111K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-123- 1.33% |
$5.16K - $5.66K
|
9.11K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-131- 1.91% |
$5.5K - $6.03K
|
6.73K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-150- 0.43% |
$6.3K - $6.9K
|
34.8K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-185- 2.44% |
$7.76K - $8.52K
|
7.41K
$328K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-202- 2.88% |
$8.48K - $9.3K
|
6.81K
$301K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-230- 0.54% |
$9.65K - $10.6K
|
42K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-259- 82.22% |
$10.9K - $11.9K
|
56
$2.48K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-372- 0.64% |
$15.6K - $17.1K
|
57.4K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-545- 3.36% |
$22.9K - $25.1K
|
15.7K
$694K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-572- 2.24% |
$24K - $26.3K
|
25K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-631- 4.14% |
$26.5K - $29K
|
14.6K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-776- 2.16% |
$32.6K - $35.7K
|
35.1K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.03K- 6.36% |
$43K - $47.2K
|
15.1K
$669K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.3K- 11.71% |
$54.6K - $59.8K
|
9.8K
$434K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.45K- 3.19% |
$60.7K - $66.6K
|
43.8K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.75K- 2.12% |
$73.4K - $80.6K
|
80.9K
$3.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.01K- 6.59% |
$84.1K - $92.3K
|
28.4K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.26K- 1.62% |
$94.8K - $104K
|
137K
$6.07M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.37K- 28.7% |
$99.3K - $109K
|
5.88K
$260K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.37K- 10.39% |
$99.4K - $109K
|
20.4K
$904K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.55K- 8.8% |
$107K - $117K
|
26.4K
$1.17M
|