Purchases and Sales Made in Q2 2023 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 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
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.9K- 25.58% |
$442K - $480K
|
40.5K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.9K- 6.62% |
$568K - $615K
|
252K
$12.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23K- 15.7% |
$732K - $793K
|
124K
$5.95M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-76.8K- 86.3% |
$2.44M - $2.65M
|
12.2K
$586K
|