Purchases and Sales Made in Q1 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
216KNew |
$8.72M - $9.41M
|
216K
$10.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
141K+ 2176.51% |
$5.7M - $6.15M
|
148K
$7.22M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
103KNew |
$4.15M - $4.48M
|
103K
$5.03M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.2K+ 213.76% |
$3.76M - $4.06M
|
137K
$6.68M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
56.1K+ 37.14% |
$2.26M - $2.44M
|
207K
$10.1M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
49.9K+ 28.61% |
$2.01M - $2.17M
|
224K
$11M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.8K+ 10.92% |
$1.93M - $2.08M
|
486K
$23.7M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
43.8KNew |
$1.77M - $1.91M
|
43.8K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
42.2K+ 34.82% |
$1.7M - $1.84M
|
163K
$7.99M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
37.8KNew |
$1.52M - $1.65M
|
37.8K
$1.85M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32.3K+ 384.85% |
$1.3M - $1.41M
|
40.7K
$1.99M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.5K+ 87.39% |
$1.19M - $1.29M
|
63.4K
$3.1M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
27.8K+ 9.44% |
$1.12M - $1.21M
|
323K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.8K+ 148.49% |
$1.12M - $1.21M
|
46.4K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.1K+ 25.68% |
$1.05M - $1.14M
|
128K
$6.25M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.4K+ 400.46% |
$945K - $1.02M
|
29.3K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.9K+ 17.77% |
$884K - $954K
|
145K
$7.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.3K+ 46.5% |
$818K - $883K
|
63.9K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.2KNew |
$813K - $878K
|
20.2K
$985K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.2KNew |
$695K - $750K
|
17.2K
$842K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.4K+ 169.38% |
$662K - $714K
|
26.1K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15.8K+ 2443.41% |
$636K - $686K
|
16.4K
$802K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 29.98% |
$613K - $661K
|
65.8K
$3.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.2KNew |
$531K - $573K
|
13.2K
$643K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9K+ 36.66% |
$479K - $517K
|
44.3K
$2.16M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.7K+ 25.73% |
$470K - $508K
|
57K
$2.78M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
11.6KNew |
$467K - $504K
|
11.6K
$566K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.3KNew |
$456K - $492K
|
11.3K
$553K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
10.1K+ 26.91% |
$405K - $438K
|
47.4K
$2.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
9.78K+ 12.88% |
$394K - $426K
|
85.7K
$4.19M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.81KNew |
$356K - $384K
|
8.81K
$431K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.68KNew |
$350K - $378K
|
8.68K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.47KNew |
$342K - $369K
|
8.47K
$414K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
8.41KNew |
$339K - $366K
|
8.41K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.33K+ 24.65% |
$336K - $363K
|
42.1K
$2.06M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.47K+ 65.02% |
$301K - $325K
|
19K
$926K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
7.34KNew |
$296K - $320K
|
7.34K
$359K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.72K+ 37.25% |
$271K - $293K
|
24.8K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
6.6KNew |
$266K - $287K
|
6.6K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.25K+ 22.43% |
$252K - $272K
|
34.1K
$1.67M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
6.17KNew |
$249K - $268K
|
6.17K
$301K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5.62K+ 114.08% |
$227K - $245K
|
10.6K
$515K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.58KNew |
$225K - $243K
|
5.58K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.9KNew |
$198K - $213K
|
4.9K
$239K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.82KNew |
$194K - $210K
|
4.82K
$235K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.7KNew |
$190K - $205K
|
4.7K
$230K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.65KNew |
$188K - $203K
|
4.65K
$227K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.78K+ 10.23% |
$153K - $165K
|
40.8K
$1.99M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.69K+ 44.72% |
$149K - $161K
|
12K
$584K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.68K+ 24.57% |
$148K - $160K
|
18.7K
$912K
|