Foundations Investment Advisors, LLC Innovator U.S. Equity Buffer E Call Options Transaction History

Foundations Investment Advisors, LLC

$5.88 Billion
Q2 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

116

Shares Held

3.51M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

561K
Shares

$27 Million
0.38% of portfolio
Outlook Wealth Advisors, LLC

406K
Shares

$19.5 Million
5.93% of portfolio
Penserra Capital Management LLC Orinda, CA

387K
Shares

$18.6 Million
0.24% of portfolio
Commonwealth Equity Services, LLC

290K
Shares

$13.9 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

226K
Shares

$10.9 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
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