Joseph Group Capital Management Innovator U.S. Equity Buffer E Transaction History

Joseph Group Capital Management

$275 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$33.5 - $35.6 $33,500 - $35,600	1,000 New	1,000 $35,000

Others Institutions Holding BMAY

# of Institutions

93

Shares Held

2.77M

Call Options Held

0

Put Options Held

0

Penserra Capital Management LLC Orinda, CA

409K
Shares

$17.9 Million
0.24% of portfolio
Valtinson Bruner Financial Planning LLC

215K
Shares

$9.37 Million
3.52% of portfolio
Raymond James Financial Inc St. Petersburg, FL

183K
Shares

$7.96 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

143K
Shares

$6.25 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

141K
Shares

$6.16 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BMAY
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