Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2021
Q2 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
146K+ 75.6% |
$4.43M - $4.64M
|
340K
$14.7M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99.2K+ 58.11% |
$3M - $3.14M
|
270K
$11.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
92.4KNew |
$2.79M - $2.93M
|
92.4K
$4M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51.1K+ 333.93% |
$1.55M - $1.62M
|
66.4K
$2.87M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.7K+ 37.18% |
$1.53M - $1.6M
|
187K
$8.08M
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
37.1KNew |
$1.12M - $1.18M
|
37.1K
$1.61M
|
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
23.9K+ 2825.97% |
$724K - $758K
|
24.8K
$1.07M
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.3KNew |
$706K - $740K
|
23.3K
$1.01M
|
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
20.4K+ 96.32% |
$616K - $645K
|
41.5K
$1.79M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
17K+ 13.61% |
$515K - $539K
|
142K
$6.15M
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.8KNew |
$356K - $373K
|
11.8K
$509K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4K+ 96.94% |
$344K - $361K
|
23.1K
$1M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.3KNew |
$340K - $357K
|
11.3K
$487K
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.2KNew |
$310K - $324K
|
10.2K
$443K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2KNew |
$307K - $322K
|
10.2K
$439K
|
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.5KNew |
$257K - $269K
|
8.5K
$368K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.13K+ 41.45% |
$246K - $258K
|
27.7K
$1.2M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.44K+ 44.06% |
$225K - $236K
|
24.3K
$1.05M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
7.28KNew |
$220K - $231K
|
7.28K
$315K
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.06KNew |
$214K - $224K
|
7.06K
$305K
|
|
|
Jul 13, 2021
Q2 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.63KNew |
$200K - $210K
|
6.63K
$287K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.48K+ 7.48% |
$166K - $174K
|
78.8K
$3.41M
|
|
|
Aug 09, 2021
Q2 2021
|
Orion Capital Management LLC
|
BUY
|
- |
5.41KNew |
$164K - $172K
|
5.41K
$234K
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.33K+ 91.17% |
$161K - $169K
|
11.2K
$484K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.85K+ 8.44% |
$147K - $154K
|
62.3K
$2.69M
|
|
|
Jul 23, 2021
Q2 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.49K+ 5.84% |
$136K - $142K
|
81.4K
$3.52M
|
|
|
Jul 21, 2021
Q2 2021
|
Bcs Wealth Management
|
BUY
|
- |
3.29K+ 42.25% |
$99.5K - $104K
|
11.1K
$479K
|
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.43K+ 15.1% |
$73.3K - $76.8K
|
18.5K
$800K
|
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.3KNew |
$69.4K - $72.7K
|
2.3K
$99.3K
|
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.22K+ 6.31% |
$67.2K - $70.4K
|
37.5K
$1.62M
|
|
|
Aug 03, 2021
Q2 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.6KNew |
$48.4K - $50.7K
|
1.6K
$69.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
1.29KNew |
$39.1K - $40.9K
|
1.29K
$55.9K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
971+ 4.08% |
$29.4K - $30.8K
|
24.8K
$1.07M
|
|
|
Aug 05, 2021
Q2 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
855+ 2.59% |
$25.9K - $27.1K
|
33.8K
$1.46M
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
750New |
$22.7K - $23.8K
|
750
$32.4K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
750New |
$22.7K - $23.8K
|
750
$32.4K
|
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
565New |
$17.1K - $17.9K
|
565
$24.4K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
409New |
$12.4K - $13K
|
409
$17.7K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
400New |
$12.1K - $12.7K
|
400
$17.3K
|
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
68+ 0.31% |
$2.06K - $2.15K
|
21.7K
$939K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-146- 1.07% |
$4.42K - $4.63K
|
13.5K
$585K
|
|
|
Aug 10, 2021
Q2 2021
|
Xml Financial, LLC
|
SELL
|
- |
-417- 0.32% |
$12.6K - $13.2K
|
130K
$5.62M
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-718- 4.9% |
$21.7K - $22.7K
|
13.9K
$603K
|
|
|
Jul 28, 2021
Q2 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.42K- 1.47% |
$73.3K - $76.8K
|
163K
$7.03M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.2K- 6.2% |
$248K - $260K
|
124K
$5.36M
|