Gradient Investments LLC Innovator U.S. Equity Buffer E Transaction History

Gradient Investments LLC

$3.51 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 11, 2023	BUY	$31.78 - $34.45 $313,096 - $339,401	9,852 Added 258.92%	13,657 $470,000
Q1 2021 Apr 21, 2021	BUY	$28.87 - $30.48 $109,850 - $115,976	3,805 New	3,805 $116,000

Others Institutions Holding BSEP

# of Institutions

99

Shares Held

2.44M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

311K
Shares

$13.1 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

245K
Shares

$10.3 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

162K
Shares

$6.81 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

104K
Shares

$4.37 Million
0.01% of portfolio
Diligent Investors, LLC

94.5K
Shares

$3.97 Million
1.03% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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