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 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
397+ 3.65% |
$18.3K - $19.6K
|
11.3K
$552K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
315+ 1.35% |
$14.5K - $15.6K
|
23.6K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
310+ 2.34% |
$14.3K - $15.3K
|
13.6K
$663K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
212+ 1.29% |
$9.76K - $10.5K
|
16.6K
$812K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
210+ 2.09% |
$9.67K - $10.4K
|
10.3K
$502K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
103+ 1.72% |
$4.74K - $5.09K
|
6.08K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
100+ 0.82% |
$4.6K - $4.95K
|
12.3K
$599K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
90+ 0.89% |
$4.14K - $4.45K
|
10.2K
$499K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
85+ 1.06% |
$3.91K - $4.2K
|
8.07K
$394K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
17+ 0.42% |
$783 - $841
|
4.03K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-10- 0.02% |
$460 - $495
|
46.5K
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-41- 1.9% |
$1.89K - $2.03K
|
2.12K
$104K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-63- 0.97% |
$2.9K - $3.12K
|
6.44K
$315K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-123- 0.41% |
$5.66K - $6.08K
|
29.9K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-138- 1.06% |
$6.35K - $6.82K
|
12.9K
$633K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-169- 0.26% |
$7.78K - $8.36K
|
64.4K
$3.15M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-191- 1.57% |
$8.79K - $9.44K
|
12K
$587K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-218- 0.56% |
$10K - $10.8K
|
38.5K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-355- 2.16% |
$16.3K - $17.6K
|
16.1K
$785K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-382- 5.66% |
$17.6K - $18.9K
|
6.37K
$311K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-523- 16.98% |
$24.1K - $25.9K
|
2.56K
$125K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-685- 58.05% |
$31.5K - $33.9K
|
495
$24.2K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-750- 10.16% |
$34.5K - $37.1K
|
6.63K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-761- 96.21% |
$35K - $37.6K
|
30
$1.47K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-832- 6.0% |
$38.3K - $41.1K
|
13K
$637K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.02K- 8.25% |
$47.1K - $50.6K
|
11.4K
$557K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.09K- 13.53% |
$50.3K - $54K
|
6.98K
$341K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.4K- 3.12% |
$110K - $119K
|
74.4K
$3.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.96K- 24.11% |
$136K - $146K
|
9.31K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-3.13K- 23.89% |
$144K - $155K
|
9.96K
$487K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.45K- 5.57% |
$343K - $368K
|
126K
$6.18M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.71K- 7.97% |
$447K - $480K
|
112K
$5.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-245K- 73.25% |
$11.3M - $12.1M
|
89.6K
$4.38M
|