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 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.01K- 5.53% |
$43K - $46.5K
|
17.2K
$780K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.17K- 5.45% |
$49.7K - $53.7K
|
20.2K
$915K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.2K- 1.32% |
$51.2K - $55.3K
|
89.8K
$4.07M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.33K- 2.46% |
$56.6K - $61.2K
|
52.7K
$2.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.5K- 16.57% |
$64K - $69.1K
|
7.55K
$342K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.97K- 6.62% |
$84.1K - $90.9K
|
27.8K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-1.99K- 22.69% |
$84.7K - $91.5K
|
6.76K
$306K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.71K- 14.41% |
$116K - $125K
|
16.1K
$729K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3.07K- 7.72% |
$131K - $142K
|
36.8K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.82K- 29.89% |
$163K - $176K
|
8.97K
$406K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.09K- 6.76% |
$174K - $188K
|
56.3K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.18K- 14.24% |
$178K - $193K
|
25.2K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.22K- 7.83% |
$180K - $194K
|
49.6K
$2.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.82K- 15.44% |
$206K - $222K
|
26.4K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.61K- 30.59% |
$239K - $259K
|
12.7K
$577K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.91K- 4.73% |
$295K - $318K
|
139K
$6.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.42K- 55.48% |
$317K - $342K
|
5.96K
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-9.51K- 32.09% |
$406K - $438K
|
20.1K
$912K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.9K- 34.44% |
$508K - $549K
|
22.7K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-12.4K- 54.95% |
$528K - $571K
|
10.1K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.2K- 32.95% |
$689K - $745K
|
32.9K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.3K- 9.23% |
$780K - $843K
|
180K
$8.14M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-132K- 84.64% |
$5.63M - $6.09M
|
24K
$1.09M
|