Purchases and Sales Made in Q2 2023 in Innovator U.S. Equity Buffer E (BSEP)

BSEP Quotes by TradingView

This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BSEP) during Q2 2023. 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
Aug 14, 2023 Q2 2023
Belpointe Asset Management LLC

BUY
 -
47.1K
+ 1242.78%
$1.5M - $1.62M
50.9K $2.44M
Aug 03, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
38.9K
New
$1.24M - $1.34M
38.9K $1.87M
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
23K
New
$732K - $793K
23K $1.11M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
15.3K
+ 209.1%
$486K - $527K
22.6K $1.09M
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
13.4K
New
$425K - $461K
13.4K $643K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
9.85K
+ 258.92%
$313K - $339K
13.7K $657K
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
8.37K
+ 130.0%
$266K - $288K
14.8K $712K
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
7.05K
+ 7.73%
$224K - $243K
98.2K $4.72M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
6.76K
+ 11.3%
$215K - $233K
66.6K $3.2M
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
6.1K
New
$194K - $210K
6.1K $293K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
3.08K
New
$97.9K - $106K
3.08K $148K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
2.97K
+ 3.55%
$94.3K - $102K
86.6K $4.16M
Aug 03, 2023 Q2 2023
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
1.96K
+ 4.27%
$62.3K - $67.5K
47.9K $2.3M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
1.63K
+ 3.03%
$51.6K - $56K
55.3K $2.66M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
765
New
$24.3K - $26.4K
765 $36.8K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
300
+ 0.66%
$9.53K - $10.3K
45.8K $2.2M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
150
+ 0.8%
$4.77K - $5.17K
19K $914K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
58
+ 0.59%
$1.84K - $2K
9.95K $478K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 08, 2023 Q2 2023
Blue Bell Private Wealth Management, LLC

SELL
 -
-3
- 0.01%
$95.3 - $103
33.3K $1.6M
Jul 11, 2023 Q2 2023
Kathmere Capital Management, LLC

Wayne, PA
SELL
 -
-36
- 0.42%
$1.14K - $1.24K
8.44K $406K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-45
- 0.34%
$1.43K - $1.55K
13.2K $633K
Aug 03, 2023 Q2 2023
Delta Investment Management, LLC

SELL
 -
-205
- 0.45%
$6.51K - $7.06K
45.4K $2.18M
Jul 28, 2023 Q2 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-290
- 0.59%
$9.22K - $9.99K
48.8K $2.35M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

SELL
 -
-355
- 1.33%
$11.3K - $12.2K
26.4K $1.27M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-415
- 2.26%
$13.2K - $14.3K
17.9K $861K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-490
- 17.56%
$15.6K - $16.9K
2.3K $111K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-800
- 2.42%
$25.4K - $27.6K
32.3K $1.55M
Jul 24, 2023 Q2 2023
Valtinson Bruner Financial Planning LLC

SELL
 -
-813
- 1.01%
$25.8K - $28K
79.6K $3.83M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-965
- 1.92%
$30.7K - $33.2K
49.3K $2.37M
Jul 10, 2023 Q2 2023
Outlook Wealth Advisors, LLC

SELL
 -
-983
- 1.86%
$31.2K - $33.9K
51.8K $2.49M
Aug 11, 2023 Q2 2023
Ubs Group Ag

SELL
 -
-1.03K
- 49.52%
$32.6K - $35.4K
1.05K $50.3K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-1.05K
- 4.86%
$33.4K - $36.2K
20.5K $988K
Aug 10, 2023 Q2 2023
Integral Investment Advisors, Inc.

SELL
 -
-1.17K
- 4.53%
$37.3K - $40.4K
24.7K $1.19M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-1.26K
- 4.8%
$40K - $43.4K
25K $1.2M
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-1.42K
- 3.14%
$45.1K - $48.9K
43.8K $2.1M
Aug 07, 2023 Q2 2023
Berkshire Money Management, Inc.

SELL
 -
-2.08K
- 0.43%
$66.2K - $71.7K
487K $23.4M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-2.11K
- 30.39%
$66.9K - $72.6K
4.82K $232K
Jul 10, 2023 Q2 2023
Pinnacle Wealth Management Group, Inc.

SELL
 -
-2.7K
- 11.85%
$85.8K - $93K
20.1K $966K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

SELL
 -
-2.87K
- 19.33%
$91K - $98.7K
12K $575K
Aug 04, 2023 Q2 2023
Bellwether Advisors, LLC

SELL
 -
-3.1K
- 13.39%
$98.6K - $107K
20.1K $965K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-3.37K
- 32.26%
$107K - $116K
7.07K $340K
Aug 08, 2023 Q2 2023
Vantage Financial Partners, LLC

Elm Grove, WI
SELL
 -
-3.38K
- 1.29%
$107K - $116K
258K $12.4M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-3.79K
- 13.14%
$121K - $131K
25.1K $1.21M
Jul 24, 2023 Q2 2023
Retirement Planning Group

SELL
 -
-3.95K
- 27.56%
$126K - $136K
10.4K $499K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-4.52K
- 36.48%
$144K - $156K
7.87K $378K
Jul 19, 2023 Q2 2023
Bcs Wealth Management

SELL
 -
-4.74K
- 14.11%
$151K - $163K
28.9K $1.39M
Jul 12, 2023 Q2 2023
Lantz Financial LLC

SELL
 -
-4.79K
- 1.53%
$152K - $165K
307K $14.8M
Aug 23, 2023 Q2 2023
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-5.16K
- 40.59%
$164K - $178K
7.56K $363K

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