Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
79.3KNew |
$2.58M - $2.75M
|
79.3K
$3.41M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
60.9K+ 260.07% |
$1.98M - $2.11M
|
84.3K
$3.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
47.6K+ 12.76% |
$1.55M - $1.65M
|
421K
$18.1M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
41.9KNew |
$1.36M - $1.45M
|
41.9K
$1.8M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.9K+ 23.16% |
$712K - $757K
|
116K
$5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.9K+ 189.59% |
$680K - $722K
|
31.9K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
14.7KNew |
$478K - $508K
|
14.7K
$632K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
13.7KNew |
$446K - $474K
|
13.7K
$589K
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
12.7KNew |
$415K - $441K
|
12.7K
$548K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.6KNew |
$411K - $437K
|
12.6K
$543K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.4KNew |
$370K - $393K
|
11.4K
$489K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11.2K+ 152.24% |
$364K - $387K
|
18.5K
$796K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
9.65KNew |
$314K - $334K
|
9.65K
$415K
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.42KNew |
$307K - $326K
|
9.42K
$406K
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
8.75K+ 29.26% |
$285K - $303K
|
38.7K
$1.66M
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
8.7KNew |
$283K - $301K
|
8.7K
$374K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.51K+ 59.34% |
$245K - $260K
|
20.2K
$868K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.47KNew |
$243K - $258K
|
7.47K
$321K
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
7.4KNew |
$241K - $256K
|
7.4K
$318K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
7.15K+ 55.8% |
$233K - $248K
|
20K
$860K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.58KNew |
$214K - $228K
|
6.58K
$283K
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
6.12KNew |
$199K - $212K
|
6.12K
$263K
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
5.94KNew |
$193K - $206K
|
5.94K
$256K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
5.83K+ 128.84% |
$190K - $202K
|
10.4K
$446K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.74K+ 34.84% |
$154K - $164K
|
18.3K
$790K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.6K+ 10.25% |
$150K - $159K
|
49.5K
$2.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.74K+ 27.78% |
$122K - $130K
|
17.2K
$741K
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.53K+ 13.84% |
$82.4K - $87.6K
|
20.8K
$896K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.46KNew |
$47.4K - $50.4K
|
1.46K
$62.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.43K+ 36.57% |
$46.6K - $49.5K
|
5.34K
$230K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.4KNew |
$45.6K - $48.5K
|
1.4K
$60.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.28K+ 16.54% |
$41.7K - $44.3K
|
9.01K
$388K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.05KNew |
$34.3K - $36.5K
|
1.05K
$45.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
700New |
$22.8K - $24.2K
|
700
$30.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
366+ 0.75% |
$11.9K - $12.7K
|
49.4K
$2.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
324New |
$10.6K - $11.2K
|
324
$13.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
170+ 0.63% |
$5.54K - $5.89K
|
27K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
100New |
$3.26K - $3.46K
|
100
$4.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100New |
$3.26K - $3.46K
|
100
$4.3K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
91New |
$2.96K - $3.15K
|
91
$3.92K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
23+ 0.21% |
$749 - $796
|
11.1K
$478K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-424- 2.9% |
$13.8K - $14.7K
|
14.2K
$611K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.07K- 1.01% |
$34.9K - $37.1K
|
105K
$4.53M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.8KClosed |
$58.6K - $62.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.25KClosed |
$236K - $251K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-9.79K- 25.82% |
$319K - $339K
|
28.1K
$1.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-13.1K- 4.41% |
$427K - $454K
|
284K
$12.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-14.8KClosed |
$481K - $511K
|
0
$0
|