Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
BUY
|
- |
155KNew |
$4.61M - $5.31M
|
155K
$6.68M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
62.2K+ 732.4% |
$1.85M - $2.13M
|
70.7K
$3.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.9K+ 124.71% |
$681K - $785K
|
41.3K
$1.78M
|
|
|
Aug 03, 2022
Q2 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
11.4KNew |
$339K - $390K
|
11.4K
$491K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.1KNew |
$330K - $381K
|
11.1K
$478K
|
|
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
10.4KNew |
$308K - $355K
|
10.4K
$446K
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
8.15KNew |
$242K - $279K
|
8.15K
$351K
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.15KNew |
$242K - $279K
|
8.15K
$351K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
7.26KNew |
$216K - $249K
|
7.26K
$312K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.67K+ 21.02% |
$198K - $228K
|
38.4K
$1.65M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.55K+ 32.55% |
$195K - $224K
|
26.7K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.67K+ 41.84% |
$139K - $160K
|
15.8K
$681K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.37KNew |
$70.4K - $81.2K
|
2.37K
$102K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.01K+ 1.46% |
$29.9K - $34.5K
|
69.9K
$3.01M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
846+ 8.75% |
$25.1K - $29K
|
10.5K
$453K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
500+ 4.4% |
$14.9K - $17.1K
|
11.9K
$510K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
500+ 3.89% |
$14.9K - $17.1K
|
13.4K
$575K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
500New |
$14.9K - $17.1K
|
500
$21.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
146+ 0.53% |
$4.34K - $5K
|
27.9K
$1.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
123+ 1.14% |
$3.65K - $4.21K
|
11K
$471K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5- 0.07% |
$149 - $171
|
6.8K
$293K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-34- 0.55% |
$1.01K - $1.16K
|
6.11K
$263K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-55- 0.34% |
$1.63K - $1.88K
|
15.9K
$685K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-91Closed |
$2.7K - $3.12K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-100- 0.13% |
$2.97K - $3.43K
|
74.7K
$3.21M
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-100- 0.49% |
$2.97K - $3.43K
|
20.4K
$877K
|
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-239- 1.88% |
$7.1K - $8.19K
|
12.5K
$537K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-468- 5.61% |
$13.9K - $16K
|
7.87K
$339K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-550- 2.78% |
$16.3K - $18.8K
|
19.2K
$827K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-666- 4.76% |
$19.8K - $22.8K
|
13.3K
$574K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.03K- 62.02% |
$30.5K - $35.2K
|
629
$27.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.13K- 5.32% |
$33.6K - $38.7K
|
20.1K
$865K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.2K- 8.85% |
$35.6K - $41.1K
|
12.4K
$532K
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.31K- 1.25% |
$39K - $45K
|
103K
$4.45M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.39K- 2.81% |
$41.3K - $47.6K
|
48K
$2.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.37KClosed |
$70.4K - $81.2K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.94K- 3.77% |
$117K - $135K
|
101K
$4.33M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4K- 37.7% |
$119K - $137K
|
6.61K
$284K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.34KClosed |
$159K - $183K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-6.12KClosed |
$182K - $209K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.46KClosed |
$251K - $290K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.4KClosed |
$338K - $390K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-12K- 4.03% |
$357K - $412K
|
287K
$12.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-20KClosed |
$593K - $684K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-26K- 12.64% |
$773K - $891K
|
180K
$7.74M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-41.9KClosed |
$1.24M - $1.43M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-205K- 48.65% |
$6.08M - $7.01M
|
216K
$9.3M
|