Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Buffer E (BOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BOCT) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
60.4K+ 17.18% |
$2.51M - $2.69M
|
412K
$16.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
47.1K+ 9.75% |
$1.95M - $2.1M
|
530K
$21.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
39.8KNew |
$1.65M - $1.77M
|
39.8K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4K+ 13.66% |
$431K - $463K
|
86.4K
$3.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
7.91K+ 158.57% |
$328K - $352K
|
12.9K
$530K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
7.19K+ 14.99% |
$299K - $321K
|
55.2K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.44K+ 2.49% |
$268K - $287K
|
266K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.84KNew |
$243K - $260K
|
5.84K
$240K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.84K+ 15.44% |
$159K - $171K
|
28.7K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.05K+ 7.03% |
$85.1K - $91.4K
|
31.2K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
679+ 5.73% |
$28.2K - $30.3K
|
12.5K
$515K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
264+ 12.69% |
$11K - $11.8K
|
2.34K
$96.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
57+ 0.65% |
$2.37K - $2.54K
|
8.77K
$361K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-5- 0.02% |
$208 - $223
|
22.3K
$916K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-27- 0.42% |
$1.12K - $1.2K
|
6.38K
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-235- 1.87% |
$9.76K - $10.5K
|
12.3K
$506K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-250- 1.31% |
$10.4K - $11.1K
|
18.8K
$774K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-273- 1.55% |
$11.3K - $12.2K
|
17.3K
$713K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-384- 12.4% |
$15.9K - $17.1K
|
2.71K
$111K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-500- 43.82% |
$20.8K - $22.3K
|
641
$26.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.12K- 2.51% |
$46.6K - $50.1K
|
43.6K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.21K- 10.84% |
$50.1K - $53.8K
|
9.93K
$408K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.41K- 1.85% |
$58.4K - $62.7K
|
74.7K
$3.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.84K- 14.23% |
$118K - $127K
|
17.1K
$703K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-2.98K- 52.16% |
$124K - $133K
|
2.73K
$112K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.02K- 35.36% |
$250K - $268K
|
11K
$453K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.1K- 27.45% |
$1.13M - $1.21M
|
71.8K
$2.95M
|