Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Buffer E (BMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAR) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
140KNew |
$6.29M - $6.66M
|
140K
$6.61M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
56.9K+ 17.17% |
$2.56M - $2.72M
|
388K
$18.4M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
45.5K+ 110.69% |
$2.05M - $2.17M
|
86.6K
$4.1M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
31.7K+ 8.26% |
$1.42M - $1.51M
|
415K
$19.6M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.1K+ 143.48% |
$1.4M - $1.49M
|
52.9K
$2.5M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
25.1K+ 319.77% |
$1.13M - $1.19M
|
32.9K
$1.56M
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
21.3KNew |
$957K - $1.01M
|
21.3K
$1.01M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2K+ 100.97% |
$955K - $1.01M
|
42.2K
$2M
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
20.4KNew |
$916K - $971K
|
20.4K
$963K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.5KNew |
$699K - $741K
|
15.5K
$736K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.6K+ 49.48% |
$613K - $650K
|
41.2K
$1.95M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.1K+ 14.57% |
$587K - $623K
|
103K
$4.86M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12.3KNew |
$551K - $585K
|
12.3K
$580K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.2K+ 10.19% |
$549K - $582K
|
132K
$6.25M
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
10.4K+ 59.01% |
$468K - $496K
|
28K
$1.33M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10KNew |
$450K - $477K
|
10K
$474K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.58K+ 125.1% |
$431K - $457K
|
17.2K
$816K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
9.22K+ 32.09% |
$415K - $440K
|
38K
$1.8M
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9.01K+ 34.1% |
$405K - $430K
|
35.4K
$1.68M
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
8.68K+ 103.29% |
$390K - $414K
|
17.1K
$808K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.35KNew |
$376K - $398K
|
8.35K
$395K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.71KNew |
$347K - $368K
|
7.71K
$365K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.58KNew |
$341K - $361K
|
7.58K
$359K
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.35KNew |
$331K - $351K
|
7.35K
$348K
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.6KNew |
$297K - $315K
|
6.6K
$312K
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
6.04KNew |
$272K - $288K
|
6.04K
$286K
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
5.7K+ 11.44% |
$256K - $272K
|
55.5K
$2.63M
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.26K+ 42.06% |
$237K - $251K
|
17.8K
$841K
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.23K+ 22.47% |
$235K - $249K
|
28.5K
$1.35M
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.68K+ 13.48% |
$211K - $223K
|
39.4K
$1.86M
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.54KNew |
$204K - $217K
|
4.54K
$215K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.35K+ 19.8% |
$196K - $207K
|
26.3K
$1.25M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.29KNew |
$193K - $205K
|
4.29K
$203K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.29K+ 9.15% |
$193K - $205K
|
51.2K
$2.42M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.68K+ 2.67% |
$166K - $176K
|
142K
$6.7M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.72K+ 11.13% |
$122K - $129K
|
27.1K
$1.28M
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.48KNew |
$66.5K - $70.5K
|
1.48K
$70K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.26K+ 12.68% |
$56.7K - $60.1K
|
11.2K
$530K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
681+ 1.55% |
$30.6K - $32.5K
|
44.7K
$2.12M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
518+ 9.85% |
$23.3K - $24.7K
|
5.78K
$273K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
510New |
$22.9K - $24.3K
|
510
$24.1K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
337+ 3.0% |
$15.2K - $16.1K
|
11.6K
$548K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
326+ 1.6% |
$14.7K - $15.5K
|
20.7K
$982K
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
313+ 3.01% |
$14.1K - $14.9K
|
10.7K
$507K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
235+ 1.73% |
$10.6K - $11.2K
|
13.8K
$655K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
180New |
$8.1K - $8.58K
|
180
$8.52K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
160+ 100.0% |
$7.2K - $7.63K
|
320
$15.1K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
62+ 0.93% |
$2.79K - $2.96K
|
6.71K
$318K
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
32+ 0.41% |
$1.44K - $1.53K
|
7.82K
$370K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
20+ 0.02% |
$900 - $954
|
115K
$5.45M
|