Caliber Wealth Management, LLC / Ks Innovator U.S. Equity Buffer E Call Options Transaction History

Caliber Wealth Management, LLC / Ks

$897 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BSEP

# of Institutions

113

Shares Held

3.97M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

561K
Shares

$27.1 Million
0.38% of portfolio
Outlook Wealth Advisors, LLC

406K
Shares

$19.6 Million
5.93% of portfolio
Penserra Capital Management LLC Orinda, CA

392K
Shares

$19 Million
0.25% of portfolio
Commonwealth Equity Services, LLC

290K
Shares

$14 Million
0.02% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

255K
Shares

$12.3 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
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