Purchases and Sales Made in Q2 2025 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 2025. 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 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
2.22MNew |
$86.2M - $100M
|
2.22M
$104M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.04MNew |
$40.2M - $46.8M
|
1.04M
$48.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
537K+ 3197.06% |
$20.9M - $24.3M
|
554K
$26M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
188K+ 98.44% |
$7.3M - $8.49M
|
379K
$17.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
46.6K+ 2238.7% |
$1.81M - $2.1M
|
48.6K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
42.9K+ 31.31% |
$1.67M - $1.94M
|
180K
$8.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.8K+ 9.74% |
$1.66M - $1.93M
|
482K
$22.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.3K+ 59.22% |
$1.45M - $1.69M
|
100K
$4.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28.3KNew |
$1.1M - $1.28M
|
28.3K
$1.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.6KNew |
$839K - $976K
|
21.6K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.9K+ 67.53% |
$619K - $720K
|
39.5K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.5K+ 11.08% |
$602K - $700K
|
155K
$7.29M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.4K+ 10.79% |
$598K - $696K
|
158K
$7.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15.3KNew |
$594K - $691K
|
15.3K
$718K
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
12.9KNew |
$500K - $581K
|
12.9K
$604K
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
11.9KNew |
$462K - $537K
|
11.9K
$558K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
11K+ 13.6% |
$427K - $497K
|
91.9K
$4.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.5K+ 7.96% |
$409K - $475K
|
143K
$6.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
10KNew |
$389K - $452K
|
10K
$470K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
9.78KNew |
$380K - $442K
|
9.78K
$459K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
9.01K+ 94.51% |
$350K - $407K
|
18.5K
$870K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.89KNew |
$345K - $402K
|
8.89K
$417K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8.88K+ 20.25% |
$345K - $401K
|
52.7K
$2.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
8.39K+ 3.2% |
$326K - $379K
|
271K
$12.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7.7KNew |
$299K - $348K
|
7.7K
$361K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
7.46K+ 131.13% |
$290K - $337K
|
13.2K
$618K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.51KNew |
$253K - $294K
|
6.51K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
6.42KNew |
$250K - $290K
|
6.42K
$302K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.48K+ 55.17% |
$213K - $248K
|
15.4K
$724K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.39K+ 7.76% |
$209K - $244K
|
74.9K
$3.52M
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
4.65KNew |
$181K - $210K
|
4.65K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.61K+ 2.05% |
$140K - $163K
|
179K
$8.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.78K+ 18.43% |
$108K - $126K
|
17.9K
$840K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.56K+ 4.77% |
$99.5K - $116K
|
56.2K
$2.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.55K+ 6.44% |
$98.9K - $115K
|
42K
$1.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.43K+ 16.67% |
$94.6K - $110K
|
17K
$800K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.1K+ 210100.0% |
$81.6K - $94.9K
|
2.1K
$98.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2K+ 4.07% |
$77.9K - $90.6K
|
51.2K
$2.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.81K+ 8.83% |
$70.1K - $81.6K
|
22.2K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.5K+ 5.3% |
$58.4K - $68K
|
29.9K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.37K+ 22.46% |
$53.2K - $61.9K
|
7.47K
$351K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06K+ 118.67% |
$41K - $47.7K
|
1.94K
$91.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
776+ 2.77% |
$30.2K - $35.1K
|
28.8K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
706+ 7.21% |
$27.4K - $31.9K
|
10.5K
$493K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
572+ 14.79% |
$22.2K - $25.8K
|
4.44K
$208K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
531+ 17.28% |
$20.6K - $24K
|
3.6K
$169K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
406+ 6.35% |
$15.8K - $18.3K
|
6.8K
$319K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
326+ 4.78% |
$12.7K - $14.7K
|
7.15K
$335K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
276+ 3.27% |
$10.7K - $12.5K
|
8.72K
$410K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
170New |
$6.61K - $7.68K
|
170
$7.98K
|