Purchases and Sales Made in Q1 2025 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
123K+ 357.71% |
$5.66M - $6.08M
|
157K
$7.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
97.9KNew |
$4.51M - $4.84M
|
97.9K
$4.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
9.53KNew |
$439K - $471K
|
9.53K
$425K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
8.14K+ 3.38% |
$375K - $403K
|
249K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.69KNew |
$262K - $281K
|
5.69K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.33K+ 26.97% |
$153K - $165K
|
15.7K
$698K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.58K+ 12.84% |
$119K - $127K
|
22.7K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 43.19% |
$84.5K - $90.8K
|
6.09K
$271K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
649+ 4.17% |
$29.9K - $32.1K
|
16.2K
$722K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
397+ 3.65% |
$18.3K - $19.6K
|
11.3K
$503K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
85+ 1.06% |
$3.91K - $4.2K
|
8.07K
$360K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-169- 0.26% |
$7.78K - $8.36K
|
64.4K
$2.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-685- 58.05% |
$31.5K - $33.9K
|
495
$22.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.09K- 13.53% |
$50.3K - $54K
|
6.98K
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.4K- 3.12% |
$110K - $119K
|
74.4K
$3.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.96K- 24.11% |
$136K - $146K
|
9.31K
$415K
|