Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
172K+ 25.17% |
$6.62M - $7.82M
|
855K
$41.1M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.7K+ 17.14% |
$835K - $986K
|
148K
$7.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
20.9KNew |
$803K - $948K
|
20.9K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
18.6K+ 85.9% |
$715K - $844K
|
40.2K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17K+ 28.97% |
$653K - $771K
|
75.5K
$3.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
7.51K+ 26.16% |
$289K - $341K
|
36.2K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.48K+ 8.66% |
$288K - $340K
|
93.9K
$4.51M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.96KNew |
$191K - $225K
|
4.96K
$238K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.59KNew |
$177K - $209K
|
4.59K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.05K+ 40.23% |
$156K - $184K
|
14.1K
$678K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.66K+ 8.51% |
$102K - $121K
|
33.9K
$1.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.9K+ 27.62% |
$73.1K - $86.3K
|
8.77K
$421K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.59K+ 2.88% |
$61.3K - $72.3K
|
56.8K
$2.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.5K+ 30.52% |
$57.8K - $68.3K
|
6.42K
$308K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.32K+ 3.59% |
$50.8K - $60K
|
38.1K
$1.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
710+ 0.99% |
$27.3K - $32.3K
|
72.5K
$3.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
458+ 1.6% |
$17.6K - $20.8K
|
29.1K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
296+ 0.74% |
$11.4K - $13.5K
|
40.1K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
264+ 7.67% |
$10.2K - $12K
|
3.71K
$178K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
258+ 1.06% |
$9.93K - $11.7K
|
24.5K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
170+ 26.52% |
$6.55K - $7.73K
|
811
$38.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-18- 1.18% |
$693 - $818
|
1.5K
$72.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-22- 0.26% |
$847 - $1K
|
8.44K
$405K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-35- 0.44% |
$1.35K - $1.59K
|
7.98K
$383K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-41- 0.54% |
$1.58K - $1.86K
|
7.6K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-118- 0.95% |
$4.54K - $5.36K
|
12.3K
$590K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-120- 0.3% |
$4.62K - $5.45K
|
40.1K
$1.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-181- 2.06% |
$6.97K - $8.23K
|
8.59K
$413K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-235- 3.3% |
$9.05K - $10.7K
|
6.89K
$331K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-308- 1.78% |
$11.9K - $14K
|
17K
$818K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-375- 1.68% |
$14.4K - $17K
|
21.9K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-376- 1.58% |
$14.5K - $17.1K
|
23.5K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-377- 1.14% |
$14.5K - $17.1K
|
32.7K
$1.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-385- 2.06% |
$14.8K - $17.5K
|
18.3K
$878K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-558- 0.21% |
$21.5K - $25.4K
|
265K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-561- 4.6% |
$21.6K - $25.5K
|
11.6K
$559K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-842- 6.72% |
$32.4K - $38.3K
|
11.7K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-920- 1.42% |
$35.4K - $41.8K
|
63.7K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.04K- 1.03% |
$39.9K - $47.1K
|
99.3K
$4.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.48K- 6.16% |
$95.5K - $113K
|
37.8K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.62K- 6.36% |
$101K - $119K
|
38.5K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-3.05K- 17.8% |
$117K - $139K
|
14.1K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.17K- 10.3% |
$122K - $144K
|
27.6K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.63K- 7.3% |
$140K - $165K
|
46K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.67K- 19.34% |
$141K - $167K
|
15.3K
$734K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.39K- 39.83% |
$169K - $199K
|
6.63K
$318K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.77K- 13.23% |
$222K - $262K
|
37.8K
$1.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.59K- 10.17% |
$292K - $345K
|
67.1K
$3.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.6K- 61.92% |
$408K - $481K
|
6.51K
$313K
|