Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Buffer E (BSEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BSEP) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67.5K+ 33.14% |
$2.79M - $2.99M
|
271K
$11.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
60.9K+ 17.18% |
$2.51M - $2.69M
|
415K
$18.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.5K+ 7.16% |
$846K - $907K
|
307K
$13.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
20.2KNew |
$835K - $894K
|
20.2K
$880K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17KNew |
$704K - $754K
|
17K
$742K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13K+ 24.48% |
$538K - $576K
|
66.2K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.2KNew |
$503K - $539K
|
12.2K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10.4K+ 259450.0% |
$428K - $459K
|
10.4K
$452K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10K+ 15.47% |
$414K - $444K
|
75K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.64KNew |
$315K - $338K
|
7.64K
$332K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.94K+ 13.73% |
$204K - $218K
|
40.9K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.44K+ 5.98% |
$183K - $196K
|
78.6K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.44K+ 37.25% |
$183K - $196K
|
16.3K
$711K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
4.06KNew |
$168K - $180K
|
4.06K
$177K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.7K+ 448.84% |
$112K - $120K
|
3.3K
$144K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.16K+ 4693.48% |
$89.1K - $95.5K
|
2.21K
$95.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.2K+ 5.9% |
$49.4K - $52.9K
|
21.5K
$935K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
325+ 2.49% |
$13.4K - $14.4K
|
13.4K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
174+ 1.24% |
$7.18K - $7.7K
|
14.2K
$616K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
155+ 0.3% |
$6.4K - $6.86K
|
52.2K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-24- 0.45% |
$991 - $1.06K
|
5.33K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-71- 0.33% |
$2.93K - $3.14K
|
21.2K
$922K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-98- 1.02% |
$4.05K - $4.33K
|
9.48K
$413K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-115- 1.77% |
$4.75K - $5.09K
|
6.38K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-155- 1.12% |
$6.4K - $6.86K
|
13.7K
$595K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-166- 9.34% |
$6.85K - $7.34K
|
1.61K
$70.1K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-206- 6.26% |
$8.5K - $9.11K
|
3.08K
$134K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-302- 2.82% |
$12.5K - $13.4K
|
10.4K
$453K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-302- 2.34% |
$12.5K - $13.4K
|
12.6K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-334- 3.95% |
$13.8K - $14.8K
|
8.13K
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-416- 3.68% |
$17.2K - $18.4K
|
10.9K
$473K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-480- 3.14% |
$19.8K - $21.2K
|
14.8K
$645K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-482- 3.69% |
$19.9K - $21.3K
|
12.6K
$547K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-500- 46.51% |
$20.6K - $22.1K
|
575
$25K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-504- 1.87% |
$20.8K - $22.3K
|
26.4K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-783- 2.29% |
$32.3K - $34.6K
|
33.4K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-854- 6.88% |
$35.3K - $37.8K
|
11.6K
$503K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-889- 8.52% |
$36.7K - $39.3K
|
9.54K
$415K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-975- 2.63% |
$40.2K - $43.1K
|
36.1K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.16K- 4.52% |
$47.8K - $51.3K
|
24.5K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.39K- 14.39% |
$57.3K - $61.4K
|
8.26K
$359K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-1.47K- 2.3% |
$60.5K - $64.8K
|
62.1K
$2.7M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.5K- 21.04% |
$61.9K - $66.3K
|
5.63K
$245K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 4.35% |
$72.4K - $77.5K
|
38.6K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.27K- 16.28% |
$93.8K - $100K
|
11.7K
$508K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.27K- 18.99% |
$135K - $145K
|
13.9K
$607K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.44K- 4.53% |
$142K - $152K
|
72.5K
$3.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.57K- 27.85% |
$189K - $202K
|
11.8K
$515K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.58K- 9.0% |
$189K - $203K
|
46.3K
$2.02M
|