Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
327KNew |
$11.8M - $12.2M
|
327K
$15.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
209K+ 240626.44% |
$7.54M - $7.81M
|
209K
$10M
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
79.9KNew |
$2.88M - $2.98M
|
79.9K
$3.83M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
54.5KNew |
$1.96M - $2.03M
|
54.5K
$2.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
49K+ 12.48% |
$1.76M - $1.83M
|
441K
$21.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27K+ 17.15% |
$974K - $1.01M
|
185K
$8.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
25.3KNew |
$911K - $944K
|
25.3K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.2K+ 61.33% |
$693K - $718K
|
50.6K
$2.42M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.5K+ 73.5% |
$665K - $689K
|
43.6K
$2.09M
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
17.2KNew |
$619K - $641K
|
17.2K
$822K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.2KNew |
$584K - $605K
|
16.2K
$776K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.85KNew |
$283K - $293K
|
7.85K
$376K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
6.81KNew |
$245K - $254K
|
6.81K
$326K
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
6.65KNew |
$240K - $248K
|
6.65K
$318K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.63KNew |
$239K - $248K
|
6.63K
$318K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.89K+ 17.69% |
$212K - $220K
|
39.1K
$1.87M
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
5.83KNew |
$210K - $218K
|
5.83K
$279K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.8KNew |
$209K - $217K
|
5.8K
$278K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.74K+ 8.61% |
$171K - $177K
|
59.7K
$2.86M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.58K+ 28.17% |
$93.1K - $96.4K
|
11.8K
$563K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.1K+ 174.67% |
$75.5K - $78.2K
|
3.3K
$158K
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.27K+ 4.58% |
$45.9K - $47.5K
|
29.1K
$1.39M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
875New |
$31.5K - $32.7K
|
875
$41.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
500+ 5.82% |
$18K - $18.7K
|
9.09K
$435K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
290+ 7.95% |
$10.5K - $10.8K
|
3.94K
$189K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
BUY
|
- |
250New |
$9.01K - $9.33K
|
250
$12K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
226+ 75.33% |
$8.15K - $8.44K
|
526
$25.2K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
134New |
$4.83K - $5K
|
134
$6.42K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
87New |
$3.14K - $3.25K
|
87
$4.17K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5Closed |
$180 - $187
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-36- 0.4% |
$1.3K - $1.34K
|
8.95K
$428K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-169- 0.89% |
$6.09K - $6.31K
|
18.8K
$901K
|
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-335- 0.8% |
$12.1K - $12.5K
|
41.8K
$2M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-420- 38.53% |
$15.1K - $15.7K
|
670
$32.1K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-585- 0.96% |
$21.1K - $21.8K
|
60.6K
$2.9M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-700- 3.92% |
$25.2K - $26.1K
|
17.2K
$822K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-800- 9.29% |
$28.8K - $29.9K
|
7.81K
$374K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-889Closed |
$32K - $33.2K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.07K- 19.06% |
$38.4K - $39.8K
|
4.53K
$217K
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.72K- 1.98% |
$62K - $64.2K
|
85.4K
$4.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.97K- 5.87% |
$71.1K - $73.7K
|
31.7K
$1.52M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.16KClosed |
$77.7K - $80.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.2K- 14.59% |
$115K - $119K
|
18.7K
$897K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.08KClosed |
$219K - $227K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-7.9K- 52.16% |
$285K - $295K
|
7.25K
$347K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-8.71KClosed |
$314K - $325K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.89K- 26.37% |
$356K - $369K
|
27.6K
$1.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-10.3K- 23.84% |
$371K - $385K
|
32.9K
$1.58M
|