Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.22MNew |
$36.6M - $39.2M
|
1.22M
$50.8M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
102K+ 38.4% |
$3.07M - $3.29M
|
368K
$15.4M
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
40.6K+ 73.39% |
$1.22M - $1.31M
|
96K
$4.01M
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
32.1K+ 11.15% |
$966K - $1.03M
|
320K
$13.4M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.4K+ 84.04% |
$886K - $947K
|
64.4K
$2.69M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
29.1K+ 2425.08% |
$877K - $937K
|
30.3K
$1.27M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.5K+ 119.07% |
$797K - $852K
|
48.7K
$2.03M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20.5KNew |
$616K - $659K
|
20.5K
$854K
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
16KNew |
$482K - $515K
|
16K
$668K
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
12.7KNew |
$381K - $408K
|
12.7K
$529K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
9.41KNew |
$283K - $303K
|
9.41K
$393K
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.57KNew |
$258K - $276K
|
8.57K
$358K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.57KNew |
$228K - $244K
|
7.57K
$316K
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.78KNew |
$204K - $218K
|
6.78K
$283K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.23KNew |
$188K - $201K
|
6.23K
$260K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.49KNew |
$165K - $177K
|
5.49K
$229K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4.58KNew |
$138K - $148K
|
4.58K
$192K
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.27K+ 20.97% |
$129K - $137K
|
24.6K
$1.03M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.09KNew |
$123K - $132K
|
4.09K
$171K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.59K+ 34.89% |
$108K - $116K
|
13.9K
$580K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.35K+ 8.83% |
$101K - $108K
|
41.2K
$1.72M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3.32K+ 6.55% |
$99.8K - $107K
|
53.9K
$2.25M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.3K+ 13.18% |
$69.3K - $74.1K
|
19.8K
$825K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.1KNew |
$63.2K - $67.5K
|
2.1K
$87.6K
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.84K+ 0.94% |
$55.5K - $59.4K
|
197K
$8.25M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.73K+ 3.85% |
$52.2K - $55.8K
|
46.7K
$1.95M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.67K+ 13.13% |
$50.4K - $53.9K
|
14.4K
$602K
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.26K+ 1.56% |
$37.8K - $40.4K
|
81.9K
$3.42M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
577+ 0.35% |
$17.4K - $18.6K
|
165K
$6.91M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
265+ 1.19% |
$7.98K - $8.54K
|
22.5K
$939K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
88+ 0.69% |
$2.65K - $2.83K
|
12.8K
$534K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10New |
$301 - $322
|
10
$418
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10New |
$301 - $322
|
10
$418
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6New |
$181 - $193
|
6
$251
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-11- 0.15% |
$331 - $354
|
7.25K
$303K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-100- 1.26% |
$3.01K - $3.22K
|
7.86K
$329K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-727- 7.11% |
$21.9K - $23.4K
|
9.5K
$397K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-759- 55.85% |
$22.9K - $24.4K
|
600
$25.1K
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-821- 9.05% |
$24.7K - $26.4K
|
8.25K
$345K
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.35K- 4.87% |
$40.6K - $43.4K
|
26.3K
$1.1M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.5K- 10.41% |
$45.2K - $48.3K
|
12.9K
$539K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.7K- 89.97% |
$51.1K - $54.6K
|
189
$7.9K
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.83K- 11.64% |
$55.1K - $59K
|
13.9K
$581K
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.62K- 2.69% |
$78.9K - $84.4K
|
94.9K
$3.96M
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.77K- 22.8% |
$114K - $121K
|
12.8K
$533K
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4K- 26.69% |
$120K - $129K
|
11K
$459K
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-4.21K- 18.38% |
$127K - $135K
|
18.7K
$780K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.75K- 14.9% |
$143K - $153K
|
27.1K
$1.13M
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7.07K- 13.49% |
$213K - $228K
|
45.3K
$1.89M
|