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 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
625New |
$19.8K - $21K
|
625
$24.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
619New |
$19.6K - $20.8K
|
619
$24.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
283+ 45.72% |
$8.98K - $9.49K
|
902
$35.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
166New |
$5.27K - $5.57K
|
166
$6.49K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
46+ 270.59% |
$1.46K - $1.54K
|
63
$2.46K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
36+ 0.17% |
$1.14K - $1.21K
|
21.5K
$841K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-95- 1.48% |
$3.01K - $3.19K
|
6.34K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-125- 1.77% |
$3.97K - $4.19K
|
6.95K
$272K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-132- 0.4% |
$4.19K - $4.43K
|
32.6K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-226- 0.51% |
$7.17K - $7.58K
|
43.7K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-235- 1.9% |
$7.45K - $7.88K
|
12.1K
$474K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-475- 2.27% |
$15.1K - $15.9K
|
20.5K
$800K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-487- 1.5% |
$15.4K - $16.3K
|
32.1K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-625- 2.52% |
$19.8K - $21K
|
24.2K
$945K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-684- 2.16% |
$21.7K - $22.9K
|
31K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1K- 12.5% |
$31.7K - $33.6K
|
7K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.11K- 5.48% |
$35.2K - $37.2K
|
19.2K
$749K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.64K- 7.6% |
$83.8K - $88.7K
|
32.2K
$1.26M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.53K- 26.39% |
$239K - $253K
|
21K
$821K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.9K- 23.61% |
$346K - $366K
|
35.3K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.8K- 73.09% |
$944K - $999K
|
11K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.03M- 96.73% |
$64.4M - $68.1M
|
68.7K
$2.69M
|