Wealth Plan Investment Management, LLC Innovator U.S. Equity Buffer E Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$38.08 - $39.98 $6.48 Million - $6.8 Million	170,141 New	170,141 $6.68 Million

Others Institutions Holding BNOV

# of Institutions

94

Shares Held

3.25M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

577K
Shares

$23.7 Million
0.36% of portfolio
Penserra Capital Management LLC Orinda, CA

460K
Shares

$18.9 Million
0.31% of portfolio
Envestnet Asset Management Inc

179K
Shares

$7.37 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

165K
Shares

$6.79 Million
0.01% of portfolio
Buska Wealth Management, LLC Wausau, WI

136K
Shares

$5.58 Million
1.63% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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