Accuvest Global Advisors Innovator U.S. Equity Buffer E Transaction History

Accuvest Global Advisors

$113 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$36.22 - $39.28 $2.22 Million - $2.41 Million	61,351 New	61,351 $2.41 Million

Others Institutions Holding BSEP

# of Institutions

103

Shares Held

3.76M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

398K
Shares

$17 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

326K
Shares

$13.9 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

309K
Shares

$13.2 Million
0.28% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

205K
Shares

$8.76 Million
0.02% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

181K
Shares

$7.71 Million
0.82% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
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