Purchases and Sales Made in Q2 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
97.8K+ 370.94% |
$3.41M - $3.69M
|
124K
$5.93M
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
93.3K+ 34.57% |
$3.26M - $3.52M
|
363K
$17.4M
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
75.9KNew |
$2.65M - $2.86M
|
75.9K
$3.63M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
62.2KNew |
$2.17M - $2.35M
|
62.2K
$2.97M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
35.7KNew |
$1.25M - $1.35M
|
35.7K
$1.71M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.1KNew |
$666K - $719K
|
19.1K
$911K
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$461K - $498K
|
13.2K
$631K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10.7K+ 52.56% |
$374K - $404K
|
31.1K
$1.49M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10K+ 16.27% |
$349K - $378K
|
71.5K
$3.42M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.38KNew |
$328K - $354K
|
9.38K
$448K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.88K+ 75.88% |
$310K - $335K
|
20.6K
$983K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.8KNew |
$307K - $332K
|
8.8K
$420K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.75KNew |
$270K - $292K
|
7.75K
$370K
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7.23KNew |
$252K - $273K
|
7.23K
$345K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.8KNew |
$202K - $219K
|
5.8K
$277K
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.35KNew |
$187K - $202K
|
5.35K
$256K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.33K+ 6.33% |
$186K - $201K
|
89.6K
$4.28M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.49KNew |
$122K - $131K
|
3.49K
$167K
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.47K+ 6.57% |
$121K - $131K
|
56.3K
$2.69M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.22K+ 17.29% |
$77.6K - $83.8K
|
15.1K
$720K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.13K+ 21.29% |
$74.3K - $80.3K
|
12.1K
$579K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
643+ 26.4% |
$22.4K - $24.3K
|
3.08K
$147K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
493+ 0.81% |
$17.2K - $18.6K
|
61.4K
$2.93M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
481+ 1.84% |
$16.8K - $18.1K
|
26.7K
$1.28M
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
395+ 0.26% |
$13.8K - $14.9K
|
154K
$7.34M
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
299+ 13.02% |
$10.4K - $11.3K
|
2.6K
$124K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-9- 0.04% |
$314 - $339
|
24.2K
$1.15M
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-78- 0.6% |
$2.72K - $2.94K
|
12.9K
$619K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-135- 0.33% |
$4.71K - $5.09K
|
41.2K
$1.97M
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-240- 1.36% |
$8.38K - $9.05K
|
17.4K
$831K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-247- 1.04% |
$8.62K - $9.32K
|
23.5K
$1.12M
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-357- 3.52% |
$12.5K - $13.5K
|
9.77K
$467K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-450- 4.2% |
$15.7K - $17K
|
10.3K
$490K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-472- 1.24% |
$16.5K - $17.8K
|
37.6K
$1.8M
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-500- 8.41% |
$17.5K - $18.9K
|
5.45K
$260K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-647- 1.34% |
$22.6K - $24.4K
|
47.7K
$2.28M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-806- 14.06% |
$28.1K - $30.4K
|
4.93K
$236K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-830- 10.13% |
$29K - $31.3K
|
7.37K
$352K
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.15K- 1.38% |
$40.1K - $43.3K
|
81.9K
$3.91M
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.53K- 9.25% |
$53.2K - $57.5K
|
15K
$715K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.81K- 21.12% |
$98K - $106K
|
10.5K
$501K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.94K- 25.81% |
$103K - $111K
|
8.46K
$404K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.04K- 15.78% |
$106K - $114K
|
16.2K
$774K
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-3.36K- 13.72% |
$117K - $127K
|
21.1K
$1.01M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.79K- 3.32% |
$132K - $143K
|
110K
$5.26M
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.84K- 2.06% |
$134K - $145K
|
182K
$8.72M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.54K- 3.3% |
$159K - $171K
|
133K
$6.37M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.55K- 10.37% |
$159K - $172K
|
39.3K
$1.88M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.82K- 13.79% |
$168K - $182K
|
30.1K
$1.44M
|