Calton & Associates, Inc. Innovator U.S. Equity Buffer E Transaction History

Calton & Associates, Inc.

$211 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 12, 2022	SELL	$31.3 - $36.38 $234,875 - $272,995	-7,504 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$34.0 - $37.45 $255,136 - $281,024	7,504 New	7,504 $271,000

Others Institutions Holding BJAN

# of Institutions

115

Shares Held

3.77M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

469K
Shares

$22.9 Million
0.03% of portfolio
Crown Wealth Group, LLC

335K
Shares

$16.4 Million
7.26% of portfolio
Penserra Capital Management LLC Orinda, CA

278K
Shares

$13.6 Million
0.28% of portfolio
Integral Investment Advisors, Inc.

241K
Shares

$11.8 Million
3.12% of portfolio
High Tower Advisors, LLC Chicago, IL

145K
Shares

$7.07 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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