Lewis Asset Management, LLC Innovator U.S. Equity Buffer E Call Options Transaction History

Lewis Asset Management, LLC

$243 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BSEP

# of Institutions

116

Shares Held

3.51M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

561K
Shares

$27 Million
0.38% of portfolio
Penserra Capital Management LLC Orinda, CA

387K
Shares

$18.6 Million
0.24% of portfolio
Commonwealth Equity Services, LLC

290K
Shares

$13.9 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

226K
Shares

$10.9 Million
0.02% of portfolio
Cerity Partners LLC New York, NY

179K
Shares

$8.61 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
Sector ETFs
Industry ETFs

More about BSEP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lewis Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lewis Asset Management, LLC with notifications on news.