Purchases and Sales Made in Q2 2023 in Innovator U.S. Equity Buffer E (BJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUN) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.47MNew |
$46.5M - $49.2M
|
1.47M
$57.3M
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
271K+ 3521.12% |
$8.6M - $9.1M
|
279K
$10.9M
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
211KNew |
$6.69M - $7.07M
|
211K
$8.24M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
107K+ 76.23% |
$3.38M - $3.57M
|
246K
$9.63M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
91.8K+ 132.98% |
$2.91M - $3.08M
|
161K
$6.29M
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
74.9KNew |
$2.38M - $2.51M
|
74.9K
$2.93M
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
46.4KNew |
$1.47M - $1.56M
|
46.4K
$1.82M
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
26KNew |
$826K - $873K
|
26K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.6KNew |
$781K - $826K
|
24.6K
$963K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
24.5KNew |
$776K - $821K
|
24.5K
$957K
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
21.9KNew |
$695K - $735K
|
21.9K
$856K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21KNew |
$668K - $706K
|
21K
$823K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21K+ 20.81% |
$667K - $706K
|
122K
$4.77M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.9KNew |
$664K - $702K
|
20.9K
$818K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19.8K+ 238.69% |
$627K - $663K
|
28K
$1.1M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
16.9KNew |
$536K - $567K
|
16.9K
$661K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.5K+ 64.13% |
$523K - $553K
|
42.2K
$1.65M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.4K+ 82.18% |
$520K - $550K
|
36.3K
$1.42M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
15.3KNew |
$487K - $515K
|
15.3K
$600K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15K+ 165.2% |
$476K - $503K
|
24.1K
$942K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.2K+ 204.66% |
$419K - $443K
|
19.7K
$769K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.3KNew |
$327K - $346K
|
10.3K
$403K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.6K+ 101.02% |
$273K - $289K
|
17.1K
$669K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.36KNew |
$265K - $281K
|
8.36K
$327K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8.35K+ 9.24% |
$265K - $280K
|
98.7K
$3.86M
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
7.93KNew |
$251K - $266K
|
7.93K
$310K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.88K+ 52.38% |
$250K - $264K
|
22.9K
$897K
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
7.68KNew |
$244K - $258K
|
7.68K
$300K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
7.62KNew |
$242K - $256K
|
7.62K
$298K
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.3KNew |
$200K - $211K
|
6.3K
$246K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.03KNew |
$191K - $202K
|
6.03K
$236K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5.38KNew |
$171K - $180K
|
5.38K
$210K
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
5.11K+ 22.91% |
$162K - $171K
|
27.4K
$1.07M
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.1K+ 71.6% |
$162K - $171K
|
12.2K
$478K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.27K+ 6.0% |
$135K - $143K
|
75.4K
$2.95M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.05K+ 51.58% |
$128K - $136K
|
11.9K
$465K
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.02K+ 10.57% |
$128K - $135K
|
42.1K
$1.65M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.02K+ 6.08% |
$127K - $135K
|
70K
$2.74M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.65K+ 39.51% |
$116K - $123K
|
12.9K
$505K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.5KNew |
$111K - $117K
|
3.5K
$137K
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.87K+ 42.71% |
$91K - $96.3K
|
9.59K
$375K
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.53KNew |
$80.2K - $84.8K
|
2.53K
$98.8K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.22KNew |
$70.3K - $74.3K
|
2.22K
$86.6K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.16K+ 45.94% |
$68.5K - $72.4K
|
6.86K
$268K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.8K+ 20.21% |
$57.1K - $60.4K
|
10.7K
$418K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.05K+ 133.93% |
$33.3K - $35.2K
|
1.83K
$71.7K
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
982+ 12.25% |
$31.1K - $32.9K
|
9K
$352K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
898+ 9.15% |
$28.5K - $30.1K
|
10.7K
$419K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
800+ 35.87% |
$25.4K - $26.8K
|
3.03K
$118K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
792+ 1.54% |
$25.1K - $26.6K
|
52.2K
$2.04M
|