Purchases and Sales Made in Q2 2024 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 2024. 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 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
371K+ 4538.58% |
$14.3M - $15.4M
|
379K
$16.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
269KNew |
$10.4M - $11.2M
|
269K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
167K+ 478.86% |
$6.42M - $6.94M
|
202K
$8.98M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
166KNew |
$6.39M - $6.9M
|
166K
$7.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
155KNew |
$5.99M - $6.47M
|
155K
$6.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
109K+ 1807.91% |
$4.2M - $4.53M
|
115K
$5.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
90.4K+ 1101.72% |
$3.48M - $3.76M
|
98.6K
$4.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
82.7KNew |
$3.18M - $3.44M
|
82.7K
$3.68M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
74.5KNew |
$2.87M - $3.1M
|
74.5K
$3.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68.7K+ 68.96% |
$2.64M - $2.86M
|
168K
$7.49M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
62.9K+ 187.94% |
$2.42M - $2.62M
|
96.3K
$4.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
43.3KNew |
$1.67M - $1.8M
|
43.3K
$1.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.2K+ 68.15% |
$1.47M - $1.59M
|
94.3K
$4.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
37.8K+ 114.8% |
$1.46M - $1.57M
|
70.8K
$3.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36K+ 9.34% |
$1.38M - $1.5M
|
421K
$18.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.9K+ 480.45% |
$1.15M - $1.24M
|
36.1K
$1.61M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
24K+ 40.44% |
$925K - $999K
|
83.4K
$3.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23.5K+ 10.77% |
$903K - $976K
|
241K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.7K+ 13.55% |
$876K - $946K
|
191K
$8.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.8K+ 57.69% |
$840K - $907K
|
59.6K
$2.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
21.2KNew |
$817K - $883K
|
21.2K
$945K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20K+ 362.55% |
$770K - $832K
|
25.5K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
19.3K+ 196.56% |
$741K - $801K
|
29.1K
$1.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.8K+ 29.02% |
$685K - $740K
|
79.1K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.8K+ 64.4% |
$491K - $531K
|
32.6K
$1.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
11.2KNew |
$430K - $465K
|
11.2K
$498K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.7K+ 88.09% |
$413K - $446K
|
22.9K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7KNew |
$411K - $444K
|
10.7K
$475K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.89K+ 267.57% |
$381K - $411K
|
13.6K
$605K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.33KNew |
$359K - $388K
|
9.33K
$416K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
9.26KNew |
$357K - $385K
|
9.26K
$412K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
8.19K+ 3.44% |
$315K - $340K
|
246K
$11M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.95K+ 150.83% |
$306K - $331K
|
13.2K
$588K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.61K+ 60.54% |
$293K - $316K
|
20.2K
$898K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
7KNew |
$270K - $291K
|
7K
$312K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.73KNew |
$259K - $280K
|
6.73K
$300K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
6.7K+ 77.79% |
$258K - $279K
|
15.3K
$681K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.33K+ 51.98% |
$244K - $263K
|
18.5K
$824K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.12KNew |
$236K - $254K
|
6.12K
$272K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.48K+ 12.58% |
$211K - $228K
|
49K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
5.44KNew |
$209K - $226K
|
5.44K
$242K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.34K+ 118.5% |
$205K - $222K
|
9.84K
$438K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
5.25KNew |
$202K - $218K
|
5.25K
$234K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5KNew |
$193K - $208K
|
5K
$223K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.99KNew |
$192K - $207K
|
4.99K
$222K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.85KNew |
$187K - $202K
|
4.85K
$216K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.65K+ 35.33% |
$179K - $194K
|
17.8K
$794K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.58K+ 64.12% |
$176K - $190K
|
11.7K
$521K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.43KNew |
$170K - $184K
|
4.43K
$197K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
4.23K+ 79.6% |
$163K - $176K
|
9.53K
$424K
|