Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.1KNew |
$810K - $857K
|
16.1K
$860K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.05KNew |
$454K - $480K
|
9.05K
$482K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.64KNew |
$383K - $405K
|
7.64K
$407K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
6.52KNew |
$327K - $346K
|
6.52K
$348K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.78K+ 105.59% |
$240K - $253K
|
9.3K
$496K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.2K+ 1.21% |
$211K - $223K
|
352K
$18.7M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.26K+ 30.86% |
$164K - $173K
|
13.8K
$736K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.68K+ 3.01% |
$134K - $142K
|
91.8K
$4.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.91K+ 0.77% |
$95.8K - $101K
|
251K
$13.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
577+ 0.57% |
$29K - $30.6K
|
102K
$5.44M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
131+ 0.1% |
$6.57K - $6.95K
|
131K
$7M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
75+ 1.22% |
$3.76K - $3.98K
|
6.23K
$332K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8- 0.13% |
$402 - $424
|
6.17K
$329K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-12- 0.64% |
$602 - $637
|
1.85K
$98.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
SELL
|
- |
-40- 0.18% |
$2.01K - $2.12K
|
22.5K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-61- 0.37% |
$3.06K - $3.24K
|
16.4K
$874K
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-98- 0.36% |
$4.92K - $5.2K
|
27.2K
$1.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-100- 1.57% |
$5.02K - $5.31K
|
6.27K
$334K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
SELL
|
- |
-100- 0.75% |
$5.02K - $5.31K
|
13.3K
$708K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-112- 1.74% |
$5.62K - $5.94K
|
6.32K
$337K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-130- 11.5% |
$6.52K - $6.9K
|
1K
$53.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-200- 2.01% |
$10K - $10.6K
|
9.75K
$520K
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-200- 0.18% |
$10K - $10.6K
|
113K
$6.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-251- 0.69% |
$12.6K - $13.3K
|
35.9K
$1.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-262- 0.91% |
$13.1K - $13.9K
|
28.7K
$1.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-300- 3.01% |
$15.1K - $15.9K
|
9.66K
$515K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-380- 0.6% |
$19.1K - $20.2K
|
63.5K
$3.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-430- 0.78% |
$21.6K - $22.8K
|
54.6K
$2.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-476- 4.51% |
$23.9K - $25.3K
|
10.1K
$538K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-480- 1.02% |
$24.1K - $25.5K
|
46.5K
$2.48M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-600- 9.76% |
$30.1K - $31.8K
|
5.55K
$296K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-624- 0.38% |
$31.3K - $33.1K
|
164K
$8.74M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-642- 2.3% |
$32.2K - $34.1K
|
27.2K
$1.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-992- 1.93% |
$49.8K - $52.6K
|
50.4K
$2.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.11K- 8.55% |
$55.9K - $59K
|
11.9K
$635K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.21K- 2.56% |
$60.5K - $63.9K
|
45.9K
$2.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.59K- 31.31% |
$180K - $190K
|
7.87K
$419K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.33K- 9.71% |
$368K - $389K
|
68.2K
$3.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-82.3K- 87.22% |
$4.13M - $4.37M
|
12.1K
$643K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-121K- 71.18% |
$6.08M - $6.42M
|
49K
$2.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-383K- 58.54% |
$19.2M - $20.3M
|
272K
$14.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-485K- 94.54% |
$24.3M - $25.7M
|
28K
$1.49M
|