Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
154K+ 950.21% |
$6.55M - $7.73M
|
170K
$8.69M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
27.9KNew |
$1.19M - $1.4M
|
27.9K
$1.42M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.24K+ 1727.1% |
$393K - $464K
|
9.78K
$500K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.73K+ 3.74% |
$201K - $237K
|
131K
$6.7M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.52K+ 3.59% |
$150K - $177K
|
101K
$5.18M
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.41K+ 76.44% |
$103K - $121K
|
5.57K
$284K
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.55K+ 3.12% |
$66.1K - $77.9K
|
51.3K
$2.62M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.13KNew |
$48.1K - $56.7K
|
1.13K
$57.7K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06K+ 36.11% |
$45.3K - $53.4K
|
4.01K
$205K
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
387+ 1.5% |
$16.5K - $19.4K
|
26.2K
$1.34M
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
77+ 1.27% |
$3.28K - $3.87K
|
6.15K
$314K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-28- 0.18% |
$1.19K - $1.41K
|
15.6K
$799K
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-32- 0.07% |
$1.36K - $1.61K
|
46.5K
$2.37M
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-43- 0.45% |
$1.83K - $2.16K
|
9.49K
$485K
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-150- 0.66% |
$6.39K - $7.53K
|
22.5K
$1.15M
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-185- 0.67% |
$7.88K - $9.29K
|
27.3K
$1.39M
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-437- 0.49% |
$18.6K - $21.9K
|
89.1K
$4.56M
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-534- 0.83% |
$22.7K - $26.8K
|
63.8K
$3.26M
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-535- 5.1% |
$22.8K - $26.9K
|
9.95K
$508K
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-553- 7.92% |
$23.5K - $27.8K
|
6.43K
$328K
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-725- 6.43% |
$30.9K - $36.4K
|
10.6K
$540K
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-767- 9.51% |
$32.7K - $38.5K
|
7.3K
$373K
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.1K- 15.15% |
$46.9K - $55.3K
|
6.17K
$315K
|