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

Gradient Investments LLC

$4.41 Billion
Q2 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	SELL	$40.26 - $43.68 $493,265 - $535,167	-12,252 Reduced 50.57%	11,976 $523,000
Q2 2024 Jul 18, 2024	SELL	$38.96 - $41.78 $228,461 - $244,997	-5,864 Reduced 19.49%	24,228 $1.01 Million
Q1 2024 Apr 23, 2024	SELL	$37.06 - $40.33 $67.7 Million - $73.7 Million	-1,826,674 Reduced 98.38%	30,092 $1.21 Million
Q4 2023 Jan 18, 2024	BUY	$33.44 - $37.63 $4.93 Million - $5.55 Million	147,470 Added 8.63%	1,856,766 $69.9 Million
Q3 2023 Oct 27, 2023	BUY	$34.36 - $36.14 $58.7 Million - $61.8 Million	1,709,268 Added 6104528.5%	1,709,296 $58.9 Million
Q1 2023 Apr 17, 2023	SELL	$30.69 - $33.05 $4,941 - $5,321	-161 Reduced 85.19%	28 $0
Q4 2022 Jan 10, 2023	SELL	$29.05 - $32.21 $49,239 - $54,595	-1,695 Reduced 89.97%	189 $0
Q3 2022 Oct 14, 2022	BUY	$29.15 - $32.84 $47,135 - $53,102	1,617 Added 605.62%	1,884 $55,000
Q2 2022 Jul 11, 2022	SELL	$29.21 - $33.16 $730 - $828	-25 Reduced 8.56%	267 $8,000
Q1 2022 May 26, 2022	SELL	$31.05 - $33.47 $17,822 - $19,211	-574 Reduced 66.28%	292 $10,000
Q4 2021 Jan 12, 2022	SELL	$31.38 - $33.38 $69.7 Million - $74.1 Million	-2,220,054 Reduced 99.96%	866 $29,000
Q3 2021 Oct 18, 2021	BUY	$31.15 - $32.37 $69.2 Million - $71.9 Million	2,220,920 New	2,220,920 $70.1 Million

Others Institutions Holding BJUL

# of Institutions

113

Shares Held

3.72M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

587K
Shares

$28.3 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

374K
Shares

$18 Million
0.25% of portfolio
Integral Investment Advisors, Inc.

262K
Shares

$12.6 Million
3.64% of portfolio
High Tower Advisors, LLC Chicago, IL

174K
Shares

$8.37 Million
0.01% of portfolio
Cerity Partners LLC New York, NY

150K
Shares

$7.22 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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