Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
545K+ 3406.32% |
$24.6M - $26.3M
|
561K
$27M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
31.7KNew |
$1.43M - $1.53M
|
31.7K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
23.3K+ 95.84% |
$1.05M - $1.13M
|
47.6K
$2.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
22.1KNew |
$996K - $1.07M
|
22.1K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.6K+ 293.81% |
$885K - $946K
|
26.3K
$1.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
18.9KNew |
$854K - $914K
|
18.9K
$910K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18K+ 11.14% |
$810K - $867K
|
179K
$8.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.7KNew |
$752K - $805K
|
16.7K
$801K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
7.87K+ 123.36% |
$355K - $380K
|
14.2K
$685K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
5.26KNew |
$237K - $254K
|
5.26K
$253K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.71KNew |
$213K - $228K
|
4.71K
$227K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.35KNew |
$196K - $210K
|
4.35K
$209K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.32KNew |
$195K - $208K
|
4.32K
$208K
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.25KNew |
$192K - $205K
|
4.25K
$204K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.21K+ 39.14% |
$54.4K - $58.2K
|
4.28K
$206K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
912+ 6.21% |
$41.2K - $44K
|
15.6K
$750K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
878+ 2.5% |
$39.6K - $42.4K
|
36K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
679+ 6.68% |
$30.6K - $32.8K
|
10.8K
$522K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
665+ 1.76% |
$30K - $32.1K
|
38.4K
$1.85M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
400+ 2.93% |
$18.1K - $19.3K
|
14K
$675K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
100+ 0.85% |
$4.51K - $4.83K
|
11.9K
$572K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3- 0.06% |
$135 - $145
|
4.72K
$227K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-75- 0.34% |
$3.38K - $3.62K
|
21.8K
$1.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-104- 0.96% |
$4.69K - $5.02K
|
10.8K
$517K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-444- 4.82% |
$20K - $21.4K
|
8.76K
$421K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-574- 3.62% |
$25.9K - $27.7K
|
15.3K
$735K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.2K- 3.45% |
$54.2K - $58K
|
33.6K
$1.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-2.9K- 18.7% |
$131K - $140K
|
12.6K
$605K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5.09K- 42.9% |
$230K - $246K
|
6.77K
$326K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.1K- 4.34% |
$593K - $634K
|
290K
$13.9M
|