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 |
---|---|---|---|---|---|---|---|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
164+ 1.22% |
$6.37K - $7.41K
|
13.6K
$636K
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
33+ 38.82% |
$1.28K - $1.49K
|
118
$5.54K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3- 0.04% |
$117 - $136
|
6.81K
$320K
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-11- 0.16% |
$427 - $497
|
6.72K
$316K
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-25- 0.34% |
$972 - $1.13K
|
7.39K
$347K
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-32- 0.2% |
$1.24K - $1.45K
|
15.6K
$734K
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-83- 0.91% |
$3.23K - $3.75K
|
9.02K
$423K
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-111- 0.32% |
$4.31K - $5.02K
|
34.7K
$1.63M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-210- 3.29% |
$8.16K - $9.49K
|
6.17K
$290K
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-248- 0.43% |
$9.64K - $11.2K
|
57.1K
$2.68M
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-340- 7.0% |
$13.2K - $15.4K
|
4.51K
$212K
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-457- 1.83% |
$17.8K - $20.7K
|
24.5K
$1.15M
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-488- 2.42% |
$19K - $22.1K
|
19.7K
$925K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-512- 3.87% |
$19.9K - $23.1K
|
12.7K
$596K
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-571- 4.69% |
$22.2K - $25.8K
|
11.6K
$544K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-622- 1.16% |
$24.2K - $28.1K
|
52.8K
$2.48M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-930- 3.0% |
$36.1K - $42K
|
30K
$1.41M
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.09K- 4.46% |
$42.4K - $49.3K
|
23.4K
$1.1M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.27K- 10.17% |
$49.5K - $57.6K
|
11.2K
$528K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.53K- 6.21% |
$59.3K - $69K
|
23K
$1.08M
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-2K- 26.32% |
$77.7K - $90.4K
|
5.6K
$263K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.57K- 9.72% |
$99.9K - $116K
|
23.9K
$1.12M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.65K- 35.08% |
$103K - $120K
|
4.91K
$230K
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.08K- 16.37% |
$120K - $139K
|
15.7K
$739K
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-22.2K- 5.51% |
$864K - $1M
|
381K
$17.9M
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-48.5K- 67.98% |
$1.89M - $2.19M
|
22.8K
$1.07M
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-71K- 60.22% |
$2.76M - $3.21M
|
46.9K
$2.2M
|