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

Bedel Financial Consulting, Inc.

$720 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$27.9 - $32.28 $64,142 - $74,211	-2,299 Closed	0 $0
Q4 2021 Jan 11, 2022	BUY	$31.69 - $32.99 $72,855 - $75,844	2,299 New	2,299 $76,000

Others Institutions Holding BNOV

# of Institutions

93

Shares Held

2.53M

Call Options Held

0

Put Options Held

0

Penserra Capital Management LLC Orinda, CA

423K
Shares

$17.9 Million
0.24% of portfolio
Envestnet Asset Management Inc

177K
Shares

$7.46 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

161K
Shares

$6.8 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

125K
Shares

$5.29 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

121K
Shares

$5.1 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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