Purchases and Sales Made in Q1 2025 in Innovator Etfs Tr Laddered Fd (BUFB)
This table provides information about the institutional ownership of Innovator Etfs Tr Laddered Fd (BUFB) during Q1 2025. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR LADDERED FD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
203KNew |
$6.29M - $6.75M
|
203K
$6.67M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
126K+ 932.54% |
$3.92M - $4.2M
|
140K
$4.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
109K+ 23.39% |
$3.4M - $3.65M
|
577K
$19M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
101K+ 20.94% |
$3.12M - $3.35M
|
581K
$19.1M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
85.8K+ 131.3% |
$2.66M - $2.86M
|
151K
$4.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
69.1K+ 79.96% |
$2.15M - $2.3M
|
156K
$5.12M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
68.2K+ 113.26% |
$2.12M - $2.27M
|
128K
$4.23M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.9K+ 26.96% |
$1.98M - $2.13M
|
301K
$9.91M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
62.2K+ 44.66% |
$1.93M - $2.07M
|
201K
$6.63M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
54K+ 769.64% |
$1.68M - $1.8M
|
61K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
31.3KNew |
$972K - $1.04M
|
31.3K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.5K+ 390.34% |
$854K - $917K
|
34.6K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.2K+ 26.28% |
$844K - $906K
|
131K
$4.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.4K+ 10.34% |
$789K - $847K
|
271K
$8.93M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
17.5K+ 11.69% |
$544K - $584K
|
167K
$5.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.3K+ 9.92% |
$475K - $510K
|
170K
$5.58M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
13.5K+ 27.4% |
$419K - $450K
|
62.8K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9KNew |
$402K - $431K
|
12.9K
$426K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.2KNew |
$379K - $407K
|
12.2K
$402K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11.1KNew |
$345K - $370K
|
11.1K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.7KNew |
$333K - $357K
|
10.7K
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
10.4KNew |
$323K - $347K
|
10.4K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.77KNew |
$303K - $326K
|
9.77K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.64K+ 43.01% |
$300K - $321K
|
32.1K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.81K+ 4.66% |
$274K - $294K
|
198K
$6.51M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.53K+ 38.03% |
$265K - $284K
|
31K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
7.62K+ 7.14% |
$237K - $254K
|
114K
$3.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.49KNew |
$233K - $250K
|
7.49K
$247K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.34K+ 111.79% |
$228K - $245K
|
13.9K
$458K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.43K+ 10.32% |
$200K - $214K
|
68.8K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
6.05K+ 27.35% |
$188K - $202K
|
28.2K
$928K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.88K+ 92.42% |
$121K - $129K
|
8.08K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
3.82K+ 21.19% |
$119K - $127K
|
21.8K
$719K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.69KNew |
$83.6K - $89.8K
|
2.69K
$88.7K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.56K+ 3.58% |
$79.5K - $85.3K
|
74K
$2.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.95K+ 17.79% |
$60.4K - $64.9K
|
12.9K
$424K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.35K+ 6.94% |
$41.9K - $45K
|
20.8K
$685K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
386+ 0.43% |
$12K - $12.9K
|
90.8K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
341+ 1.08% |
$10.6K - $11.4K
|
32K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
306+ 1.73% |
$9.5K - $10.2K
|
18K
$592K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
200+ 6.25% |
$6.21K - $6.67K
|
3.4K
$112K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
144New |
$4.47K - $4.8K
|
144
$4.74K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
87New |
$2.7K - $2.9K
|
87
$2.86K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
83New |
$2.58K - $2.77K
|
83
$2.73K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50+ 9.01% |
$1.55K - $1.67K
|
605
$19.9K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-32- 0.25% |
$994 - $1.07K
|
12.9K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-77- 24.21% |
$2.39K - $2.57K
|
241
$7.94K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-79- 1.18% |
$2.45K - $2.63K
|
6.6K
$217K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-100- 0.95% |
$3.11K - $3.33K
|
10.4K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-100- 0.95% |
$3.11K - $3.33K
|
10.4K
$343K
|