Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
8.75KNew |
$379K - $397K
|
8.75K
$398K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.69KNew |
$333K - $349K
|
7.69K
$350K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
6.61KNew |
$286K - $300K
|
6.61K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
252+ 1.01% |
$10.9K - $11.4K
|
25.2K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
105+ 0.86% |
$4.55K - $4.77K
|
12.3K
$558K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27- 0.42% |
$1.17K - $1.23K
|
6.37K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-130- 0.6% |
$5.63K - $5.9K
|
21.4K
$972K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-132- 1.12% |
$5.72K - $6K
|
11.6K
$529K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-150- 1.46% |
$6.5K - $6.81K
|
10.1K
$461K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-154- 0.1% |
$6.67K - $6.99K
|
156K
$7.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-327- 3.73% |
$14.2K - $14.9K
|
8.45K
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-336- 6.36% |
$14.6K - $15.3K
|
4.95K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-434- 1.24% |
$18.8K - $19.7K
|
34.6K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-846- 2.78% |
$36.7K - $38.4K
|
29.6K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-965- 2.91% |
$41.8K - $43.8K
|
32.2K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.81K- 5.49% |
$78.5K - $82.3K
|
31.2K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.91K- 4.56% |
$82.8K - $86.8K
|
40K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.46K- 16.47% |
$107K - $112K
|
12.5K
$567K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.55K- 5.57% |
$154K - $161K
|
60.3K
$2.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.88K- 13.41% |
$168K - $176K
|
25.1K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26.2K- 74.55% |
$1.13M - $1.19M
|
8.93K
$406K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-46.6K- 53.91% |
$2.02M - $2.12M
|
39.8K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-63.5K- 91.15% |
$2.75M - $2.88M
|
6.16K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-362K- 96.58% |
$15.7M - $16.4M
|
12.8K
$582K
|