Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Buffer E (BJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJAN) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
212KNew |
$6.97M - $7.51M
|
212K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
212KNew |
$6.97M - $7.51M
|
212K
$10.1M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
68.6K+ 34.07% |
$2.26M - $2.43M
|
270K
$12.9M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
52.8KNew |
$1.74M - $1.87M
|
52.8K
$2.52M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.1KNew |
$1.25M - $1.35M
|
38.1K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30.9KNew |
$1.02M - $1.1M
|
30.9K
$1.48M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
28.7K+ 635.74% |
$942K - $1.02M
|
33.2K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.5K+ 65.96% |
$804K - $867K
|
61.5K
$2.94M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.6K+ 20.64% |
$775K - $835K
|
138K
$6.58M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.6K+ 5.79% |
$775K - $835K
|
431K
$20.6M
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
15.5KNew |
$510K - $549K
|
15.5K
$741K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15.4KNew |
$507K - $546K
|
15.4K
$736K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9.95K+ 95.38% |
$327K - $353K
|
20.4K
$974K
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.51KNew |
$313K - $337K
|
9.51K
$455K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
8.71K+ 73.11% |
$287K - $309K
|
20.6K
$986K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
6.23KNew |
$205K - $221K
|
6.23K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.95KNew |
$196K - $211K
|
5.95K
$284K
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5.89KNew |
$194K - $209K
|
5.89K
$282K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.89K+ 10.7% |
$194K - $209K
|
60.9K
$2.91M
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.78K+ 3.2% |
$190K - $205K
|
186K
$8.9M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5.73KNew |
$189K - $203K
|
5.73K
$274K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.29K+ 17.81% |
$174K - $187K
|
35K
$1.67M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.99K+ 63.52% |
$164K - $177K
|
12.9K
$614K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.62K+ 24.21% |
$152K - $164K
|
23.7K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.41K+ 28.69% |
$145K - $156K
|
19.8K
$946K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
4.06K+ 2.54% |
$133K - $144K
|
164K
$7.82M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.98K+ 12.75% |
$98.1K - $106K
|
26.4K
$1.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.16KNew |
$71K - $76.6K
|
2.16K
$103K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.13K+ 21.29% |
$70K - $75.4K
|
12.1K
$579K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.9K+ 23.14% |
$62.6K - $67.5K
|
10.1K
$484K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.59K+ 187.6% |
$52.3K - $56.3K
|
2.44K
$116K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.26K+ 52.85% |
$41.5K - $44.7K
|
3.65K
$174K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
933+ 0.83% |
$30.7K - $33.1K
|
114K
$5.45M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
800+ 22.86% |
$26.3K - $28.4K
|
4.3K
$205K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
610+ 43.26% |
$20.1K - $21.6K
|
2.02K
$96.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
568+ 8.88% |
$18.7K - $20.1K
|
6.96K
$333K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
277+ 0.64% |
$9.11K - $9.82K
|
43.9K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
200+ 1.9% |
$6.58K - $7.09K
|
10.7K
$512K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
182New |
$5.99K - $6.45K
|
182
$8.7K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
182New |
$5.99K - $6.45K
|
182
$8.7K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$3.29K - $3.54K
|
100
$4.78K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6- 0.02% |
$197 - $213
|
26.2K
$1.25M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-35- 0.29% |
$1.15K - $1.24K
|
11.9K
$570K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-103- 85.83% |
$3.39K - $3.65K
|
17
$812
|
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-120- 0.11% |
$3.95K - $4.25K
|
109K
$5.21M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-278- 52.85% |
$9.14K - $9.85K
|
248
$11.9K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-453- 5.24% |
$14.9K - $16.1K
|
8.2K
$392K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.26K- 7.1% |
$41.4K - $44.7K
|
16.5K
$788K
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.32K- 0.86% |
$43.5K - $46.9K
|
153K
$7.32M
|