Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
123K+ 1400.54% |
$5.58M - $5.95M
|
132K
$6.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.74K+ 10.37% |
$442K - $471K
|
104K
$4.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.2KNew |
$191K - $203K
|
4.2K
$202K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.56K+ 30.49% |
$162K - $172K
|
15.2K
$732K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.76KNew |
$125K - $134K
|
2.76K
$133K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.23K+ 0.84% |
$101K - $108K
|
267K
$12.8M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.14K+ 2.84% |
$51.5K - $55K
|
41.2K
$1.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
574+ 4.93% |
$26K - $27.8K
|
12.2K
$586K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
290+ 4.38% |
$13.2K - $14K
|
6.92K
$332K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13+ 0.04% |
$590 - $629
|
33.9K
$1.63M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-100- 0.48% |
$4.54K - $4.84K
|
20.8K
$997K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1K- 10.38% |
$45.4K - $48.4K
|
8.64K
$415K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.13K- 2.0% |
$51.4K - $54.9K
|
55.7K
$2.67M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.21K- 1.8% |
$54.8K - $58.5K
|
65.9K
$3.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.33K- 18.45% |
$60.2K - $64.3K
|
5.87K
$282K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.47K- 3.66% |
$66.6K - $71.1K
|
38.6K
$1.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.29K- 18.58% |
$104K - $111K
|
10K
$482K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.69K- 14.73% |
$122K - $130K
|
15.6K
$748K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-14.2K- 68.83% |
$646K - $690K
|
6.45K
$310K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-540K- 63.16% |
$24.5M - $26.2M
|
315K
$15.1M
|