Institutional Ownership Innovator U.S. Equity Buffer E (BSEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BSEP). We have compiled data on the 104 institutions that hold shares in the stock, with a total of 3.63 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
6,456
shares
|
$281,933
0.01% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
6,293
shares
|
$274,815
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
5,995
shares
|
$261,801
0.03% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,784
shares
|
$252,587
0.0% of portfolio
|
Q3 2024
Reduced 24.08%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
5,683
shares
|
$248,176
0.02% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,571
shares
|
$243,285
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
5,517
shares
|
$240,927
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
5,233
shares
|
$228,525
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,094
shares
|
$222,454
0.01% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,783
shares
|
$208,873
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
4,745
shares
|
$207,214
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
4,720
shares
|
$206,122
0.02% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
4,248
shares
|
$185,510
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,785
shares
|
$165,290
0.0% of portfolio
|
Q3 2021
Reduced 2.11%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
3,004
shares
|
$131,184
0.04% of portfolio
|
Q2 2024
Reduced 28.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,958
shares
|
$129,175
0.03% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,420
shares
|
$105,681
0.01% of portfolio
|
Q3 2024
Added 49.38%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
2,138
shares
|
$93,366
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,000
shares
|
$87,340
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,904
shares
|
$83,147
0.02% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,778
shares
|
$77,645
0.01% of portfolio
|
Q3 2024
Added 676.42%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,500
shares
|
$65,505
0.0% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,378
shares
|
$60,177
0.01% of portfolio
|
Q3 2024
Reduced 40.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,025
shares
|
$44,761
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$43,670
0.0% of portfolio
|
Q1 2023
New holding
|