Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
526K+ 738.66% |
$15.6M - $17.3M
|
597K
$25.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
334K+ 208.84% |
$9.92M - $10.9M
|
493K
$21.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
76.6KNew |
$2.28M - $2.51M
|
76.6K
$3.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
66.2K+ 88.74% |
$1.97M - $2.17M
|
141K
$6.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
60.2KNew |
$1.79M - $1.97M
|
60.2K
$2.59M
|
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
60KNew |
$1.78M - $1.97M
|
60K
$2.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
59.7K+ 3.45% |
$1.77M - $1.96M
|
1.79M
$77.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
57.5KNew |
$1.71M - $1.89M
|
57.5K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
51.5KNew |
$1.53M - $1.69M
|
51.5K
$2.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
40.2K+ 75.07% |
$1.2M - $1.32M
|
93.8K
$4.04M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
39.2K+ 312.47% |
$1.17M - $1.29M
|
51.8K
$2.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.3K+ 117.14% |
$1.14M - $1.26M
|
71K
$3.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
32.2K+ 202.85% |
$957K - $1.06M
|
48.1K
$2.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
27.6KNew |
$821K - $906K
|
27.6K
$1.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.1K+ 11.91% |
$510K - $562K
|
161K
$6.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
17.1KNew |
$510K - $562K
|
17.1K
$738K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
16.9KNew |
$501K - $553K
|
16.9K
$726K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16.4K+ 11.48% |
$487K - $537K
|
159K
$6.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.3KNew |
$425K - $469K
|
14.3K
$616K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.9KNew |
$413K - $455K
|
13.9K
$597K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$407K - $449K
|
13.7K
$590K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.3K+ 29.32% |
$394K - $435K
|
58.5K
$2.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.1K+ 60.42% |
$391K - $431K
|
34.9K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
12.1KNew |
$360K - $398K
|
12.1K
$522K
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.8KNew |
$350K - $386K
|
11.8K
$506K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$323K - $356K
|
10.9K
$468K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
10.1KNew |
$300K - $331K
|
10.1K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.51K+ 86.25% |
$253K - $279K
|
18.4K
$791K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.44KNew |
$251K - $277K
|
8.44K
$363K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.31K+ 118.37% |
$247K - $273K
|
15.3K
$660K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.21KNew |
$244K - $269K
|
8.21K
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.88KNew |
$234K - $258K
|
7.88K
$339K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.58KNew |
$225K - $249K
|
7.58K
$326K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
7.3KNew |
$217K - $239K
|
7.3K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
6.85KNew |
$204K - $225K
|
6.85K
$295K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.82KNew |
$203K - $224K
|
6.82K
$294K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.49KNew |
$193K - $213K
|
6.49K
$279K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
6.15K+ 3.31% |
$183K - $202K
|
192K
$8.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.9K+ 10.49% |
$175K - $193K
|
62.1K
$2.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.51K+ 163.36% |
$164K - $181K
|
8.88K
$382K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.08K+ 10.17% |
$151K - $167K
|
55K
$2.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4.47KNew |
$133K - $147K
|
4.47K
$192K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.1K+ 20.39% |
$122K - $134K
|
24.2K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
3.94KNew |
$117K - $129K
|
3.94K
$170K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.1K+ 3.13% |
$92.1K - $102K
|
102K
$4.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.96K+ 1.02% |
$58.3K - $64.3K
|
193K
$8.32M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.62KNew |
$48.1K - $53K
|
1.62K
$69.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.45K+ 13.2% |
$43.2K - $47.6K
|
12.5K
$536K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.19K+ 2.24% |
$35.5K - $39.1K
|
54.3K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
820New |
$24.4K - $26.9K
|
820
$35.3K
|