Purchases and Sales Made in Q2 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
148K+ 203.2% |
$4.32M - $5.06M
|
221K
$9.56M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
60.6KNew |
$1.77M - $2.07M
|
60.6K
$2.62M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
59.1K+ 2629.12% |
$1.72M - $2.02M
|
61.3K
$2.65M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56.1K+ 73.13% |
$1.64M - $1.92M
|
133K
$5.75M
|
|
Aug 03, 2022
Q2 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
50.4KNew |
$1.47M - $1.72M
|
50.4K
$2.18M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
47.2KNew |
$1.38M - $1.61M
|
47.2K
$2.04M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
38.4KNew |
$1.12M - $1.31M
|
38.4K
$1.66M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.1K+ 18.96% |
$1.02M - $1.2M
|
220K
$9.53M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26.5KNew |
$772K - $904K
|
26.5K
$1.14M
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.7K+ 119.59% |
$661K - $774K
|
41.6K
$1.8M
|
|
Aug 12, 2022
Q2 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
22.3KNew |
$651K - $763K
|
22.3K
$966K
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
17.4K+ 46.21% |
$508K - $595K
|
55.1K
$2.38M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.6KNew |
$485K - $568K
|
16.6K
$719K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6KNew |
$454K - $532K
|
15.6K
$673K
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
10.4KNew |
$303K - $355K
|
10.4K
$449K
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10.4KNew |
$303K - $355K
|
10.4K
$449K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
9KNew |
$263K - $307K
|
9K
$389K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.63K+ 12.6% |
$252K - $295K
|
77.1K
$3.34M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.45KNew |
$246K - $289K
|
8.45K
$365K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.85KNew |
$229K - $268K
|
7.85K
$340K
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.83KNew |
$228K - $268K
|
7.83K
$339K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.3KNew |
$213K - $249K
|
7.3K
$316K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.05K+ 59.83% |
$206K - $241K
|
18.8K
$814K
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.51K+ 67.89% |
$161K - $188K
|
13.6K
$589K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.8K+ 22.53% |
$140K - $164K
|
26.1K
$1.13M
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
4K+ 68.25% |
$117K - $137K
|
9.85K
$426K
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.88K+ 57.65% |
$113K - $133K
|
10.6K
$459K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.54K+ 48.65% |
$103K - $121K
|
10.8K
$468K
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.52K+ 16.44% |
$103K - $120K
|
24.9K
$1.08M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.94K+ 17.44% |
$85.6K - $100K
|
19.8K
$855K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.91K+ 2.12% |
$84.9K - $99.5K
|
140K
$6.07M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.6K+ 201.24% |
$75.9K - $88.8K
|
3.89K
$168K
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.38K+ 11.76% |
$69.4K - $81.3K
|
22.6K
$978K
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
2.01K+ 64.55% |
$58.7K - $68.7K
|
5.12K
$222K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.97K+ 26.59% |
$57.6K - $67.4K
|
9.39K
$406K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.48K+ 2.38% |
$43.3K - $50.7K
|
63.9K
$2.76M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.25K+ 8.6% |
$36.4K - $42.6K
|
15.7K
$681K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.15KNew |
$33.6K - $39.3K
|
1.15K
$49.7K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
830New |
$24.2K - $28.4K
|
830
$35.9K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
750New |
$21.9K - $25.6K
|
750
$32.4K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
445+ 4.38% |
$13K - $15.2K
|
10.6K
$458K
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
230+ 0.68% |
$6.71K - $7.86K
|
34K
$1.47M
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
171+ 0.55% |
$4.99K - $5.84K
|
31.5K
$1.36M
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
110+ 0.32% |
$3.21K - $3.76K
|
34.6K
$1.49M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
70New |
$2.04K - $2.39K
|
70
$3.03K
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
30+ 0.27% |
$875 - $1.03K
|
11K
$475K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-17- 0.06% |
$496 - $581
|
30.7K
$1.33M
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-141- 0.13% |
$4.11K - $4.82K
|
108K
$4.69M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-295Closed |
$8.61K - $10.1K
|
0
$0
|