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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.22K+ 9.06% |
$162K - $175K
|
50.7K
$2.26M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.77K+ 19.46% |
$145K - $157K
|
23.2K
$1.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
3.26K+ 53.89% |
$125K - $136K
|
9.3K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.76K+ 3945.71% |
$106K - $115K
|
2.83K
$126K
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.72K+ 7.52% |
$105K - $113K
|
38.9K
$1.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2.01K+ 7.06% |
$77.2K - $83.4K
|
30.4K
$1.35M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.9K+ 31.34% |
$73K - $78.9K
|
7.95K
$354K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.78K+ 16.19% |
$68.6K - $74.2K
|
12.8K
$569K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
889+ 2540.0% |
$34.2K - $37K
|
924
$41.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
856+ 6.33% |
$33K - $35.6K
|
14.4K
$640K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
790+ 4.72% |
$30.4K - $32.9K
|
17.5K
$779K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
449New |
$17.3K - $18.7K
|
449
$20K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
218+ 3.3% |
$8.39K - $9.07K
|
6.82K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
40New |
$1.54K - $1.66K
|
40
$1.78K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28+ 0.11% |
$1.08K - $1.16K
|
25.7K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7+ 0.07% |
$270 - $291
|
9.81K
$436K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-14- 0.32% |
$539 - $582
|
4.32K
$192K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-51- 1.38% |
$1.96K - $2.12K
|
3.64K
$162K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-85- 0.52% |
$3.27K - $3.54K
|
16.3K
$725K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-93- 0.27% |
$3.58K - $3.87K
|
35K
$1.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-199- 6.34% |
$7.66K - $8.28K
|
2.94K
$131K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-203- 0.41% |
$7.82K - $8.44K
|
49.7K
$2.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-230- 1.06% |
$8.86K - $9.57K
|
21.4K
$951K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-400- 1.54% |
$15.4K - $16.6K
|
25.5K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-526- 8.91% |
$20.3K - $21.9K
|
5.38K
$239K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-655- 3.31% |
$25.2K - $27.2K
|
19.2K
$852K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.08K- 1.08% |
$41.6K - $45K
|
99.4K
$4.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.18K- 1.07% |
$45.3K - $49K
|
109K
$4.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.6K- 18.83% |
$61.7K - $66.6K
|
6.91K
$307K
|
|
|
Aug 09, 2024
Q2 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-3.8K- 28.36% |
$146K - $158K
|
9.6K
$427K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.39K- 16.31% |
$169K - $183K
|
22.5K
$1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.05K- 42.55% |
$349K - $376K
|
12.2K
$544K
|