Institutional Ownership Innovator U.S. Equity Buffer E (BNOV)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BNOV). We have compiled data on the 90 institutions that hold shares in the stock, with a total of 3.35 Million shares, which have been reported (via 13F filing form) to have a value of $126 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
10,047
shares
|
$376,862
0.17% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
9,947
shares
|
$373,111
0.1% of portfolio
|
Q4 2024
Added 21.68%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
9,731
shares
|
$365,009
0.02% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
9,490
shares
|
$355,969
0.0% of portfolio
|
Q2 2024
Reduced 6.18%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
9,255
shares
|
$347,155
0.06% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
9,102
shares
|
$341,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
8,739
shares
|
$327,799
0.21% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
8,615
shares
|
$323,148
0.01% of portfolio
|
Q3 2024
Reduced 27.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,522
shares
|
$319,660
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
8,059
shares
|
$302,293
0.38% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
7,503
shares
|
$281,437
0.08% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
7,160
shares
|
$268,571
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
6,980
shares
|
$261,819
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
6,930
shares
|
$259,944
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
6,459
shares
|
$242,277
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
6,140
shares
|
$230,311
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
5,893
shares
|
$221,046
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,586
shares
|
$209,530
0.0% of portfolio
|
Q4 2024
Added 69.79%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,370
shares
|
$201,428
0.01% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
5,281
shares
|
$198,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
5,253
shares
|
$197,040
0.07% of portfolio
|
Q4 2024
Reduced 14.07%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
5,142
shares
|
$192,876
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,951
shares
|
$185,712
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,665
shares
|
$174,984
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
4,123
shares
|
$154,653
0.01% of portfolio
|
Q1 2025
Reduced 39.13%
|