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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
700+ 1.81% |
$20.8K - $23K
|
39.3K
$1.89M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
590New |
$17.5K - $19.4K
|
590
$28.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
375+ 4.9% |
$11.2K - $12.3K
|
8.02K
$385K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
88+ 1.93% |
$2.62K - $2.89K
|
4.64K
$223K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
46+ 0.23% |
$1.37K - $1.51K
|
20.4K
$980K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-2- 10.0% |
$59.5 - $65.6
|
18
$864
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-305- 1.56% |
$9.07K - $10K
|
19.2K
$924K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-600- 8.26% |
$17.8K - $19.7K
|
6.66K
$320K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1K- 3.96% |
$29.7K - $32.8K
|
24.2K
$1.16M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.2K- 8.79% |
$35.7K - $39.3K
|
12.4K
$597K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.28K- 12.2% |
$38.2K - $42.1K
|
9.24K
$444K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.48K- 2.03% |
$44K - $48.5K
|
71.5K
$3.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.94K- 4.33% |
$57.6K - $63.5K
|
42.7K
$2.05M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.76K- 2.76% |
$82.1K - $90.6K
|
97.4K
$4.68M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.22K- 11.0% |
$95.9K - $106K
|
26.1K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.8K- 31.38% |
$113K - $125K
|
8.31K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.97K- 29.3% |
$118K - $130K
|
9.57K
$460K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.22K- 12.53% |
$244K - $270K
|
57.4K
$2.76M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-54.3KClosed |
$1.61M - $1.78M
|
0
$0
|