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 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.21K- 10.84% |
$50.1K - $53.8K
|
9.93K
$477K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.3K- 3.13% |
$54K - $57.9K
|
40.3K
$1.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.41K- 1.85% |
$58.4K - $62.7K
|
74.7K
$3.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.84K- 14.23% |
$118K - $127K
|
17.1K
$822K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-2.98K- 52.16% |
$124K - $133K
|
2.73K
$131K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.51K- 25.87% |
$146K - $157K
|
10.1K
$483K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.63K- 7.33% |
$192K - $206K
|
58.5K
$2.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.02K- 35.36% |
$250K - $268K
|
11K
$529K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.02K- 7.4% |
$333K - $357K
|
100K
$4.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.1K- 27.45% |
$1.13M - $1.21M
|
71.8K
$3.45M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.8K- 54.32% |
$1.2M - $1.28M
|
24.2K
$1.16M
|