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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-74- 1.34% |
$3.33K - $3.53K
|
5.44K
$258K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-105- 23.7% |
$4.72K - $5.01K
|
338
$16K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-117- 16.3% |
$5.26K - $5.58K
|
601
$28.5K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-146- 14.36% |
$6.57K - $6.96K
|
871
$41.2K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-160- 50.0% |
$7.2K - $7.63K
|
160
$7.57K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-174- 0.22% |
$7.83K - $8.3K
|
78.5K
$3.72M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-212- 1.66% |
$9.54K - $10.1K
|
12.5K
$593K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-228- 2.99% |
$10.3K - $10.9K
|
7.4K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-255- 50.0% |
$11.5K - $12.2K
|
255
$12.1K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-293- 11.18% |
$13.2K - $14K
|
2.33K
$110K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-354- 3.28% |
$15.9K - $16.9K
|
10.4K
$494K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-371- 4.66% |
$16.7K - $17.7K
|
7.58K
$359K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-481- 8.63% |
$21.6K - $22.9K
|
5.09K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-500- 6.31% |
$22.5K - $23.8K
|
7.43K
$352K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-500- 5.68% |
$22.5K - $23.8K
|
8.3K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-651- 2.8% |
$29.3K - $31K
|
22.6K
$1.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-694- 4.47% |
$31.2K - $33.1K
|
14.8K
$702K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-797- 16.2% |
$35.9K - $38K
|
4.12K
$195K
|
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.08K- 11.01% |
$48.6K - $51.5K
|
8.73K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.11K- 26.54% |
$49.8K - $52.7K
|
3.06K
$145K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.74K- 7.29% |
$78.5K - $83.2K
|
22.2K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.75K- 27.97% |
$78.6K - $83.3K
|
4.5K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.87K- 4.95% |
$83.9K - $88.9K
|
35.8K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.95K- 10.31% |
$87.6K - $92.9K
|
16.9K
$802K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.24K- 7.24% |
$101K - $107K
|
28.7K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.08K- 50.17% |
$273K - $290K
|
6.04K
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.1K- 31.44% |
$275K - $291K
|
13.3K
$630K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.65K- 36.28% |
$299K - $317K
|
11.7K
$553K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.95K- 50.81% |
$313K - $332K
|
6.73K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.1K- 43.05% |
$1.13M - $1.2M
|
33.2K
$1.57M
|