Institutional Ownership Innovator U.S. Equity Buffer E (BOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BOCT). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 3.63 Million shares, which have been reported (via 13F filing form) to have a value of $156 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
10,119
shares
|
$435,521
0.18% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
9,637
shares
|
$414,776
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
8,772
shares
|
$377,546
0.18% of portfolio
|
Q3 2024
Added 46.2%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
8,222
shares
|
$353,874
0.02% of portfolio
|
Q3 2024
Reduced 29.81%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
8,220
shares
|
$353,788
0.0% of portfolio
|
Q3 2024
Added 22.01%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,189
shares
|
$309,414
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,093
shares
|
$305,282
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,015
shares
|
$301,925
0.0% of portfolio
|
Q4 2023
Reduced 12.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
6,896
shares
|
$296,803
0.01% of portfolio
|
Q3 2024
Added 129.94%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
6,833
shares
|
$294,092
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
6,507
shares
|
$280,061
0.0% of portfolio
|
Q3 2024
Reduced 26.45%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
6,212
shares
|
$267,364
0.1% of portfolio
|
Q3 2024
Reduced 72.17%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
5,665
shares
|
$243,821
0.28% of portfolio
|
Q3 2023
Reduced 7.36%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
5,124
shares
|
$220,536
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,036
shares
|
$216,749
0.01% of portfolio
|
Q4 2023
Added 1.82%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
4,987
shares
|
$214,640
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
4,933
shares
|
$212,316
0.05% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
3,096
shares
|
$133,251
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,596
shares
|
$111,731
0.0% of portfolio
|
Q3 2023
Added 139.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,449
shares
|
$105,404
0.0% of portfolio
|
Q4 2023
Added 51.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,396
shares
|
$103,123
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,081
shares
|
$89,566
0.01% of portfolio
|
Q3 2024
Reduced 66.62%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,436
shares
|
$61,805
0.07% of portfolio
|
Q1 2022
Reduced 1.31%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,141
shares
|
$49,108
0.0% of portfolio
|
Q1 2024
Reduced 44.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,110
shares
|
$47,774
0.0% of portfolio
|
Q3 2022
New holding
|