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 92 institutions that hold shares in the stock, with a total of 3.47 Million shares, which have been reported (via 13F filing form) to have a value of $139 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,951
shares
|
$199,822
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,665
shares
|
$188,279
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,742
shares
|
$151,027
0.0% of portfolio
|
Q3 2024
Reduced 44.5%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,919
shares
|
$117,810
0.02% of portfolio
|
Q4 2022
Added 629.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,725
shares
|
$109,981
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,714
shares
|
$109,537
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,575
shares
|
$103,927
0.0% of portfolio
|
Q3 2022
Added 63.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
2,300
shares
|
$92,828
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,370
shares
|
$55,293
0.0% of portfolio
|
Q4 2024
Added 34.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,324
shares
|
$53,436
0.0% of portfolio
|
Q4 2024
Reduced 83.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,100
shares
|
$44,396
0.0% of portfolio
|
Q1 2020
Reduced 82.36%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$40,360
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,000
shares
|
$40,360
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
680
shares
|
$27,444
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
220
shares
|
$8,879
0.0% of portfolio
|
Q3 2022
Reduced 91.26%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|