Institutional Ownership Innovator U.S. Equity Buffer E (BMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAY). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 2.42 Million shares, which have been reported (via 13F filing form) to have a value of $99.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,294
shares
|
$176,011
0.01% of portfolio
|
Q4 2023
Reduced 31.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,909
shares
|
$119,239
0.0% of portfolio
|
Q2 2024
Added 55.81%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,640
shares
|
$108,213
0.0% of portfolio
|
Q2 2023
Added 3.94%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
1,629
shares
|
$66,772
0.04% of portfolio
|
Q3 2022
Reduced 33.48%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,497
shares
|
$61,362
0.0% of portfolio
|
Q4 2024
Reduced 25.04%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
930
shares
|
$38,120
0.02% of portfolio
|
Q2 2024
Reduced 37.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
750
shares
|
$30,742
0.0% of portfolio
|
Q3 2024
Reduced 90.96%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
634
shares
|
$25,987
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
400
shares
|
$16,396
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
272
shares
|
$11,149
0.01% of portfolio
|
Q3 2024
Added 180.41%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
198
shares
|
$8,116
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
109
shares
|
$4,467
0.0% of portfolio
|
Q3 2024
Added 319.23%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
26
shares
|
$1,065
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|