Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.07M+ 8078.29% |
$71.2M - $74.9M
|
2.1M
$93.3M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.71M+ 6104528.5% |
$58.7M - $61.8M
|
1.71M
$76M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
227KNew |
$7.79M - $8.2M
|
227K
$10.1M
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
209KNew |
$7.17M - $7.54M
|
209K
$9.28M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
207KNew |
$7.11M - $7.48M
|
207K
$9.21M
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
164KNew |
$5.65M - $5.94M
|
164K
$7.31M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.9K+ 50.6% |
$2.06M - $2.16M
|
178K
$7.92M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49.4K+ 118.03% |
$1.7M - $1.78M
|
91.2K
$4.06M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
47.4K+ 286.31% |
$1.63M - $1.71M
|
64K
$2.84M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42K+ 43.53% |
$1.44M - $1.52M
|
139K
$6.16M
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
41.9KNew |
$1.44M - $1.51M
|
41.9K
$1.86M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
39.4K+ 246225.0% |
$1.35M - $1.42M
|
39.4K
$1.75M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
35.8KNew |
$1.23M - $1.29M
|
35.8K
$1.59M
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
32.9KNew |
$1.13M - $1.19M
|
32.9K
$1.46M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
32.6KNew |
$1.12M - $1.18M
|
32.6K
$1.45M
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
27.4K+ 6.41% |
$943K - $991K
|
455K
$20.2M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
25.4K+ 846.03% |
$872K - $917K
|
28.4K
$1.26M
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.2KNew |
$866K - $911K
|
25.2K
$1.12M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.4K+ 307.78% |
$735K - $773K
|
28.3K
$1.26M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.2K+ 4.12% |
$660K - $694K
|
485K
$21.6M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
15.4K+ 57.63% |
$529K - $556K
|
42.1K
$1.87M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.3KNew |
$526K - $553K
|
15.3K
$681K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 10.21% |
$520K - $547K
|
163K
$7.27M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15K+ 20.79% |
$515K - $541K
|
87K
$3.87M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14KNew |
$481K - $506K
|
14K
$623K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13.9K+ 32.79% |
$477K - $502K
|
56.2K
$2.5M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$466K - $490K
|
13.6K
$603K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.6K+ 172.0% |
$433K - $455K
|
19.9K
$886K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.7K+ 50.81% |
$402K - $423K
|
34.7K
$1.54M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.5K+ 43.91% |
$397K - $417K
|
37.8K
$1.68M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.7K+ 33.91% |
$368K - $387K
|
42.3K
$1.88M
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
10.7K+ 40.04% |
$367K - $386K
|
37.3K
$1.66M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.4K+ 159.85% |
$357K - $375K
|
16.9K
$751K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.62K+ 77.89% |
$296K - $311K
|
19.7K
$875K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.51KNew |
$292K - $308K
|
8.51K
$378K
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8.45K+ 52.81% |
$290K - $305K
|
24.5K
$1.09M
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.22KNew |
$283K - $297K
|
8.22K
$366K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.18K+ 119.11% |
$281K - $296K
|
15.1K
$670K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8.05K+ 2683.33% |
$277K - $291K
|
8.35K
$371K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.01K+ 39.52% |
$275K - $289K
|
28.3K
$1.26M
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
7.62KNew |
$262K - $276K
|
7.62K
$339K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.55KNew |
$259K - $273K
|
7.55K
$336K
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
7.37K+ 50.0% |
$253K - $266K
|
22.1K
$984K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
7.23KNew |
$248K - $261K
|
7.23K
$321K
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
6.9KNew |
$237K - $249K
|
6.9K
$307K
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.8KNew |
$234K - $246K
|
6.8K
$302K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.38KNew |
$219K - $231K
|
6.38K
$284K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.05KNew |
$208K - $219K
|
6.05K
$269K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.86KNew |
$201K - $212K
|
5.86K
$260K
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.72K+ 2.55% |
$197K - $207K
|
230K
$10.2M
|