Bedel Financial Consulting, Inc. Innovator U.S. Equity Buffer E Transaction History

Bedel Financial Consulting, Inc.

$716 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$30.23 - $35.19 $108,646 - $126,472	-3,594 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$32.99 - $35.43 $23,884 - $25,651	724 Added 25.23%	3,594 $126,000
Q4 2021 Jan 11, 2022	SELL	$32.93 - $34.62 $2,897 - $3,046	-88 Reduced 2.97%	2,870 $99,000
Q2 2021 Aug 03, 2021	SELL	$31.35 - $32.83 $56,492 - $59,159	-1,802 Reduced 37.86%	2,958 $97,000
Q1 2021 Apr 26, 2021	BUY	$29.57 - $31.13 $84,806 - $89,280	2,868 Added 151.59%	4,760 $148,000
Q4 2020 Feb 02, 2021	SELL	$27.77 - $29.64 $4,470 - $4,772	-161 Reduced 7.84%	1,892 $56,000
Q3 2020 Oct 20, 2020	SELL	$26.99 - $28.58 $4,831 - $5,115	-179 Reduced 8.02%	2,053 $58,000
Q1 2020 May 06, 2020	BUY	$21.21 - $27.0 $47,340 - $60,264	2,232 New	2,232 $53,000

Others Institutions Holding BMAR

# of Institutions

100

Shares Held

2.61M

Call Options Held

0

Put Options Held

0

Outlook Wealth Advisors, LLC

387K
Shares

$18.1 Million
6.05% of portfolio
Penserra Capital Management LLC Orinda, CA

292K
Shares

$13.7 Million
0.29% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

142K
Shares

$6.63 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

131K
Shares

$6.12 Million
0.01% of portfolio
Retirement Planning Group

115K
Shares

$5.39 Million
0.33% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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