Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
150New |
$4.99K - $5.37K
|
150
$6.66K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
138+ 0.13% |
$4.59K - $4.94K
|
105K
$4.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
129+ 0.26% |
$4.29K - $4.62K
|
50.6K
$2.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100+ 1.03% |
$3.33K - $3.58K
|
9.8K
$435K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-50- 0.56% |
$1.66K - $1.79K
|
8.85K
$393K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-60- 0.11% |
$2K - $2.15K
|
53K
$2.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-114- 61.96% |
$3.79K - $4.08K
|
70
$3.11K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-230- 11.85% |
$7.65K - $8.23K
|
1.71K
$76K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-250- 16.67% |
$8.32K - $8.95K
|
1.25K
$55.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-556- 4.44% |
$18.5K - $19.9K
|
12K
$531K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-602- 11.41% |
$20K - $21.5K
|
4.68K
$208K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-954- 0.93% |
$31.7K - $34.1K
|
102K
$4.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.22K- 11.5% |
$40.7K - $43.8K
|
9.42K
$418K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-2K- 9.32% |
$66.4K - $71.4K
|
19.4K
$862K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.69K- 2.87% |
$89.3K - $96.1K
|
90.9K
$4.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4.31K- 15.0% |
$143K - $154K
|
24.4K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-5.06K- 23.59% |
$168K - $181K
|
16.4K
$728K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11K- 7.01% |
$365K - $392K
|
145K
$6.46M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11.6K- 49.62% |
$386K - $415K
|
11.8K
$523K
|