Geneos Wealth Management Inc. Innovator U.S. Equity Buffer E Transaction History

Geneos Wealth Management Inc.

$2.17 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 08, 2021	SELL	N/A	-307 Closed	0 $0
Q1 2021 Jun 17, 2021	SELL	N/A	-315 Reduced 50.64%	307 $9,000
Q4 2020 May 19, 2021	BUY	N/A	622 New	622 $18,000

Others Institutions Holding BSEP

# of Institutions

99

Shares Held

3.21M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

313K
Shares

$12.8 Million
0.02% of portfolio
Lantz Financial LLC

302K
Shares

$12.4 Million
3.97% of portfolio
Penserra Capital Management LLC Orinda, CA

227K
Shares

$9.28 Million
0.11% of portfolio
Vantage Financial Partners, LLC Elm Grove, WI

173K
Shares

$7.08 Million
1.85% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

138K
Shares

$5.64 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
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