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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.78MNew |
$73.8M - $79.2M
|
1.78M
$78.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
357K+ 109.49% |
$14.8M - $15.9M
|
683K
$30.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.9K+ 101.6% |
$3.9M - $4.19M
|
186K
$8.21M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
74.2KNew |
$3.08M - $3.31M
|
74.2K
$3.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
60.4K+ 17.18% |
$2.51M - $2.69M
|
412K
$18.2M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
49.7KNew |
$2.06M - $2.21M
|
49.7K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
47.1K+ 9.75% |
$1.95M - $2.1M
|
530K
$23.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
39.8KNew |
$1.65M - $1.77M
|
39.8K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.7KNew |
$1.02M - $1.1M
|
24.7K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
21.6KNew |
$898K - $964K
|
21.6K
$953K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.5KNew |
$852K - $915K
|
20.5K
$904K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4K+ 13.66% |
$431K - $463K
|
86.4K
$3.81M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.93K+ 5.03% |
$371K - $398K
|
186K
$8.21M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.31KNew |
$345K - $370K
|
8.31K
$366K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
7.91K+ 158.57% |
$328K - $352K
|
12.9K
$568K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
7.19K+ 14.99% |
$299K - $321K
|
55.2K
$2.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.44K+ 2.49% |
$268K - $287K
|
266K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.84KNew |
$243K - $260K
|
5.84K
$257K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.41K+ 16.74% |
$183K - $197K
|
30.8K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.84K+ 15.44% |
$159K - $171K
|
28.7K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
3.44KNew |
$143K - $153K
|
3.44K
$152K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.35K+ 424.43% |
$139K - $149K
|
4.14K
$183K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.05K+ 7.03% |
$85.1K - $91.4K
|
31.2K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.42K+ 5.21% |
$58.8K - $63.2K
|
28.6K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.39K+ 2.19% |
$57.6K - $61.8K
|
64.6K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
976+ 2.72% |
$40.5K - $43.5K
|
36.8K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
679+ 5.73% |
$28.2K - $30.3K
|
12.5K
$552K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
674+ 5.85% |
$28K - $30K
|
12.2K
$537K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
264+ 12.69% |
$11K - $11.8K
|
2.34K
$103K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
131+ 0.33% |
$5.44K - $5.84K
|
40.2K
$1.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
57+ 0.65% |
$2.37K - $2.54K
|
8.77K
$387K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50+ 0.03% |
$2.08K - $2.23K
|
185K
$8.13M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-5- 0.02% |
$208 - $223
|
22.3K
$982K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-27- 0.42% |
$1.12K - $1.2K
|
6.38K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-49- 0.64% |
$2.03K - $2.18K
|
7.64K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-124- 0.79% |
$5.15K - $5.53K
|
15.5K
$684K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-128- 0.31% |
$5.32K - $5.7K
|
41.2K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-141- 50.36% |
$5.86K - $6.28K
|
139
$6.13K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-235- 1.86% |
$9.76K - $10.5K
|
12.4K
$546K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-235- 1.87% |
$9.76K - $10.5K
|
12.3K
$543K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-250- 1.31% |
$10.4K - $11.1K
|
18.8K
$830K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-273- 1.55% |
$11.3K - $12.2K
|
17.3K
$764K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-384- 12.4% |
$15.9K - $17.1K
|
2.71K
$120K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-417- 5.53% |
$17.3K - $18.6K
|
7.12K
$314K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-500- 43.82% |
$20.8K - $22.3K
|
641
$28.2K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-632- 2.38% |
$26.2K - $28.2K
|
25.9K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-800- 13.98% |
$33.2K - $35.7K
|
4.92K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.12K- 2.51% |
$46.6K - $50.1K
|
43.6K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.18K- 16.82% |
$49K - $52.6K
|
5.84K
$257K
|