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 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
471K+ 3413.47% |
$21.7M - $23.3M
|
485K
$23.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
420K+ 323.09% |
$19.3M - $20.8M
|
550K
$26.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
134KNew |
$6.16M - $6.62M
|
134K
$6.55M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
123K+ 357.71% |
$5.66M - $6.08M
|
157K
$7.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
97.9KNew |
$4.51M - $4.84M
|
97.9K
$4.79M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
95.3K+ 8860.87% |
$4.39M - $4.71M
|
96.4K
$4.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
55.1K+ 17.18% |
$2.54M - $2.73M
|
376K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
38.7KNew |
$1.78M - $1.91M
|
38.7K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
27.4KNew |
$1.26M - $1.36M
|
27.4K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.2K+ 20.93% |
$1.21M - $1.3M
|
151K
$7.41M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
22.5K+ 89.89% |
$1.03M - $1.11M
|
47.5K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
21.1K+ 481.23% |
$970K - $1.04M
|
25.5K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6K+ 35.95% |
$949K - $1.02M
|
78K
$3.81M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.2K+ 13.99% |
$932K - $1M
|
165K
$8.07M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.7KNew |
$771K - $828K
|
16.7K
$819K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.3K+ 107.91% |
$751K - $807K
|
31.5K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.8K+ 21.81% |
$728K - $782K
|
88.3K
$4.32M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13K+ 147.21% |
$598K - $643K
|
21.8K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
12.2KNew |
$560K - $601K
|
12.2K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.9K+ 75.01% |
$548K - $589K
|
27.8K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
11.5K+ 221.41% |
$531K - $570K
|
16.7K
$818K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1K+ 28.25% |
$509K - $547K
|
50.2K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.2KNew |
$471K - $506K
|
10.2K
$500K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
9.53KNew |
$439K - $471K
|
9.53K
$466K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8.2KNew |
$377K - $405K
|
8.2K
$401K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
8.14K+ 3.38% |
$375K - $403K
|
249K
$12.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
6.76K+ 16.81% |
$311K - $334K
|
47K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
6.14K+ 18.3% |
$283K - $304K
|
39.7K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
6K+ 13.71% |
$276K - $297K
|
49.8K
$2.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.69KNew |
$262K - $281K
|
5.69K
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
4.77KNew |
$219K - $236K
|
4.77K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.33KNew |
$199K - $214K
|
4.33K
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.89K+ 13.85% |
$179K - $193K
|
32K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.55K+ 7.23% |
$163K - $175K
|
52.6K
$2.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.33K+ 26.97% |
$153K - $165K
|
15.7K
$766K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.32K+ 30.67% |
$153K - $164K
|
14.1K
$691K
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
3.2K+ 2.94% |
$147K - $158K
|
112K
$5.49M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.16K+ 5.69% |
$146K - $156K
|
58.7K
$2.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.58K+ 12.84% |
$119K - $127K
|
22.7K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.51K+ 91.7% |
$115K - $124K
|
5.24K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.42K+ 34.65% |
$111K - $120K
|
9.41K
$460K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 43.19% |
$84.5K - $90.8K
|
6.09K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.55K+ 21.8% |
$71.1K - $76.4K
|
8.63K
$422K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.44K+ 21.9% |
$66.3K - $71.2K
|
8.02K
$392K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.3K+ 79.08% |
$59.8K - $64.3K
|
2.94K
$144K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
776+ 3.1% |
$35.7K - $38.4K
|
25.8K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
690+ 1.64% |
$31.8K - $34.1K
|
42.8K
$2.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
649+ 4.17% |
$29.9K - $32.1K
|
16.2K
$792K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
475+ 4.49% |
$21.9K - $23.5K
|
11.1K
$541K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
430+ 0.79% |
$19.8K - $21.3K
|
55K
$2.69M
|