Purchases and Sales Made in Q1 2021 in Innovator U.S. Equity Buffer E (BJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUL) during Q1 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 |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
158K+ 937.92% |
$4.71M - $4.9M
|
175K
$7.63M
|
|
May 13, 2021
Q1 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
111K+ 164.78% |
$3.3M - $3.43M
|
178K
$7.76M
|
|
May 10, 2021
Q1 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
24.8KNew |
$739K - $768K
|
24.8K
$1.08M
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18.7KNew |
$557K - $579K
|
18.7K
$814K
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
BUY
|
- |
10.9K+ 26.04% |
$324K - $337K
|
52.6K
$2.29M
|
|
May 04, 2021
Q1 2021
|
Acas, LLC
|
BUY
|
- |
8.47KNew |
$252K - $262K
|
8.47K
$369K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.93KNew |
$147K - $153K
|
4.93K
$215K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.3K+ 5.84% |
$38.7K - $40.3K
|
23.6K
$1.03M
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 0.26% |
$1.49K - $1.55K
|
18.8K
$821K
|
|
Apr 23, 2021
Q1 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-91- 1.62% |
$2.71K - $2.82K
|
5.52K
$240K
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-137Closed |
$4.08K - $4.24K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-369- 0.81% |
$11K - $11.4K
|
45.4K
$1.98M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-604- 4.31% |
$18K - $18.7K
|
13.4K
$585K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-744- 0.59% |
$22.2K - $23K
|
125K
$5.43M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.37KClosed |
$40.9K - $42.5K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.42KClosed |
$42.3K - $44K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.9K- 12.19% |
$56.6K - $58.8K
|
13.7K
$596K
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.1K- 12.57% |
$62.6K - $65K
|
14.6K
$636K
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.72K- 19.26% |
$81.1K - $84.3K
|
11.4K
$497K
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.37K- 29.86% |
$220K - $228K
|
17.3K
$755K
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.65KClosed |
$228K - $237K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.4KClosed |
$339K - $352K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.5KClosed |
$403K - $419K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-16.1KClosed |
$481K - $500K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-32KClosed |
$953K - $990K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-173K- 48.22% |
$5.15M - $5.36M
|
186K
$8.09M
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-188K- 99.97% |
$5.6M - $5.82M
|
59
$2.57K
|