Institutional & Family Asset Management, LLC Innovator U.S. Equity Buffer E Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$31.38 - $33.38 $12,081 - $12,851	-385 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$31.15 - $32.37 $11,992 - $12,462	385 New	385 $12,000

Others Institutions Holding BJUL

# of Institutions

118

Shares Held

4.55M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

575K
Shares

$25.5 Million
0.04% of portfolio
Brookstone Capital Management

374K
Shares

$16.6 Million
0.27% of portfolio
Penserra Capital Management LLC Orinda, CA

301K
Shares

$13.3 Million
0.28% of portfolio
Personal Cfo Solutions, LLC

263K
Shares

$11.6 Million
1.63% of portfolio
Integral Investment Advisors, Inc.

252K
Shares

$11.2 Million
3.03% of portfolio

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