Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
124KNew |
$5.77M - $5.97M
|
124K
$6.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.43KNew |
$205K - $212K
|
4.43K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.25KNew |
$197K - $204K
|
4.25K
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.31K+ 20.06% |
$107K - $111K
|
13.8K
$674K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
348+ 38.37% |
$16.1K - $16.7K
|
1.26K
$61.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
105+ 1.58% |
$4.87K - $5.03K
|
6.75K
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
19+ 0.32% |
$881 - $911
|
5.97K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-18- 0.38% |
$835 - $863
|
4.66K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-31- 0.28% |
$1.44K - $1.49K
|
10.9K
$532K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-66- 0.53% |
$3.06K - $3.16K
|
12.3K
$603K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-72- 0.98% |
$3.34K - $3.45K
|
7.28K
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-75- 0.49% |
$3.48K - $3.6K
|
15.1K
$739K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-115- 0.57% |
$5.33K - $5.51K
|
20.1K
$981K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-124- 0.31% |
$5.75K - $5.95K
|
40.2K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-250- 3.79% |
$11.6K - $12K
|
6.35K
$310K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-395- 4.72% |
$18.3K - $18.9K
|
7.98K
$390K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-510- 1.08% |
$23.7K - $24.5K
|
46.5K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-529- 4.97% |
$24.5K - $25.4K
|
10.1K
$495K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.36K- 2.43% |
$63.1K - $65.2K
|
54.6K
$2.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.7K- 30.51% |
$125K - $129K
|
6.15K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.41K- 28.98% |
$251K - $259K
|
13.3K
$648K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-7.1K- 8.46% |
$329K - $341K
|
76.8K
$3.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7.78K- 10.75% |
$361K - $373K
|
64.5K
$3.15M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-21.4K- 13.77% |
$991K - $1.02M
|
134K
$6.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-25.2K- 67.26% |
$1.17M - $1.21M
|
12.3K
$599K
|