Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
103K+ 3505.97% |
$3.54M - $3.68M
|
106K
$4.99M
|
|
Aug 10, 2021
Q2 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
96.4K+ 46.27% |
$3.32M - $3.46M
|
305K
$14.4M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.9K+ 34.45% |
$684K - $713K
|
77.6K
$3.67M
|
|
Jul 23, 2021
Q2 2021
|
Berkshire Money Management, Inc.
|
BUY
|
- |
19.5K+ 7.25% |
$671K - $698K
|
288K
$13.6M
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18.1KNew |
$623K - $649K
|
18.1K
$856K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5K+ 43.81% |
$172K - $179K
|
16.4K
$775K
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.47K+ 8.95% |
$119K - $124K
|
42.2K
$2M
|
|
Aug 03, 2021
Q2 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.35KNew |
$115K - $120K
|
3.35K
$158K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.22K+ 10.01% |
$111K - $115K
|
35.4K
$1.67M
|
|
Jul 29, 2021
Q2 2021
|
Slow Capital, Inc.
|
BUY
|
- |
2.86K+ 7.74% |
$98.6K - $103K
|
39.8K
$1.88M
|
|
Aug 10, 2021
Q2 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
2.82K+ 1.59% |
$97K - $101K
|
180K
$8.5M
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.13K+ 6.42% |
$73.4K - $76.5K
|
35.4K
$1.67M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
1.66KNew |
$57K - $59.3K
|
1.66K
$78.2K
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.04K+ 5.42% |
$35.9K - $37.4K
|
20.3K
$960K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
645New |
$22.2K - $23.1K
|
645
$30.5K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
294+ 4.2% |
$10.1K - $10.5K
|
7.3K
$345K
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
250New |
$8.61K - $8.97K
|
250
$11.8K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
199+ 0.33% |
$6.85K - $7.14K
|
61.2K
$2.89M
|
|
Jul 23, 2021
Q2 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
100+ 0.04% |
$3.44K - $3.59K
|
250K
$11.8M
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-102- 0.29% |
$3.51K - $3.66K
|
34.8K
$1.64M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-250- 2.87% |
$8.61K - $8.97K
|
8.45K
$399K
|
|
Aug 13, 2021
Q2 2021
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-255- 0.59% |
$8.78K - $9.14K
|
42.9K
$2.03M
|
|
Aug 05, 2021
Q2 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-640- 0.73% |
$22K - $23K
|
87.1K
$4.12M
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-681- 7.33% |
$23.4K - $24.4K
|
8.61K
$407K
|
|
Jul 29, 2021
Q2 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-823- 2.07% |
$28.3K - $29.5K
|
39K
$1.84M
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.79K- 7.9% |
$61.8K - $64.3K
|
20.9K
$988K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.04K- 4.06% |
$70.3K - $73.2K
|
48.3K
$2.28M
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.88K- 15.91% |
$133K - $139K
|
20.5K
$969K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.09K- 8.4% |
$141K - $147K
|
44.6K
$2.11M
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.57KClosed |
$226K - $236K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.13K- 4.51% |
$245K - $256K
|
151K
$7.13M
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-9.91KClosed |
$341K - $355K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-13.1K- 46.28% |
$451K - $469K
|
15.2K
$718K
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.7K- 64.3% |
$471K - $491K
|
7.6K
$359K
|
|
Aug 16, 2021
Q2 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-15.9K- 32.09% |
$547K - $570K
|
33.6K
$1.59M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.3K- 11.76% |
$837K - $871K
|
182K
$8.62M
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-26.1K- 8.15% |
$899K - $936K
|
294K
$13.9M
|
|
Aug 13, 2021
Q2 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-95.4KClosed |
$3.29M - $3.42M
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-103K- 97.23% |
$3.54M - $3.68M
|
2.93K
$138K
|
|
Jul 22, 2021
Q2 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-279KClosed |
$9.62M - $10M
|
0
$0
|