Purchases and Sales Made in Q1 2025 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 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
349K+ 161.98% |
$14.9M - $16.1M
|
564K
$25.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
250KNew |
$10.7M - $11.5M
|
250K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
186KNew |
$7.94M - $8.58M
|
186K
$8.43M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
88.1KNew |
$3.76M - $4.06M
|
88.1K
$3.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
58.7K+ 17.18% |
$2.5M - $2.7M
|
400K
$18.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56KNew |
$2.39M - $2.58M
|
56K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
50.3KNew |
$2.15M - $2.32M
|
50.3K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.7K+ 32.77% |
$927K - $1M
|
88K
$3.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.1KNew |
$472K - $510K
|
11.1K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.57KNew |
$365K - $395K
|
8.57K
$388K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7.32K+ 29.19% |
$312K - $337K
|
32.4K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
6.9K+ 14.82% |
$294K - $318K
|
53.4K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.71KNew |
$244K - $263K
|
5.71K
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.61K+ 2.17% |
$239K - $258K
|
264K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.75K+ 561.41% |
$74.5K - $80.5K
|
2.06K
$93.2K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.18K+ 7356.25% |
$50.2K - $54.2K
|
1.19K
$54K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.04K+ 2.61% |
$44.5K - $48.1K
|
41.1K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
768+ 2.78% |
$32.8K - $35.4K
|
28.4K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
596+ 5.12% |
$25.4K - $27.5K
|
12.2K
$554K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
478New |
$20.4K - $22K
|
478
$21.7K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
420New |
$17.9K - $19.4K
|
420
$19K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
280+ 0.81% |
$11.9K - $12.9K
|
34.9K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
119+ 0.54% |
$5.08K - $5.48K
|
22K
$998K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
105+ 238.64% |
$4.48K - $4.84K
|
149
$6.75K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
100+ 1.46% |
$4.27K - $4.61K
|
6.94K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-13- 0.1% |
$554 - $599
|
12.9K
$587K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-16- 3.11% |
$682 - $737
|
498
$22.6K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-27- 0.21% |
$1.15K - $1.24K
|
12.7K
$577K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-40- 0.29% |
$1.71K - $1.84K
|
13.9K
$630K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-42- 4.49% |
$1.79K - $1.94K
|
893
$40.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-67- 0.79% |
$2.86K - $3.09K
|
8.38K
$380K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-84- 22.4% |
$3.58K - $3.87K
|
291
$13.2K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-91- 1.43% |
$3.88K - $4.19K
|
6.27K
$284K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-141- 3.41% |
$6.01K - $6.5K
|
4K
$181K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-150- 1.96% |
$6.4K - $6.91K
|
7.52K
$341K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-157- 2.38% |
$6.7K - $7.24K
|
6.45K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-171- 2.04% |
$7.29K - $7.88K
|
8.21K
$372K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-214- 2.4% |
$9.13K - $9.86K
|
8.72K
$395K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-222- 2.77% |
$9.47K - $10.2K
|
7.79K
$353K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-272- 7.05% |
$11.6K - $12.5K
|
3.59K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-362- 4.61% |
$15.4K - $16.7K
|
7.5K
$340K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-524- 4.2% |
$22.3K - $24.2K
|
12K
$542K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-555- 1.48% |
$23.7K - $25.6K
|
37.1K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-623- 7.62% |
$26.6K - $28.7K
|
7.55K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-690- 1.36% |
$29.4K - $31.8K
|
49.9K
$2.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-800- 28.42% |
$34.1K - $36.9K
|
2.02K
$91.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-878- 14.68% |
$37.4K - $40.5K
|
5.1K
$231K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-907- 0.52% |
$38.7K - $41.8K
|
174K
$7.88M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 3.41% |
$42.7K - $46.1K
|
28.3K
$1.28M
|