Mc Adam, LLC Innovator U.S. Equity Buffer E Transaction History

Mc Adam, LLC

$1.79 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	SELL	$42.04 - $44.04 $13,410 - $14,048	-319 Reduced 1.67%	18,733 $809,000
Q1 2024 Apr 23, 2024	BUY	$38.07 - $40.47 $725,309 - $771,034	19,052 New	19,052 $771,000

Others Institutions Holding BOCT

# of Institutions

101

Shares Held

4.35M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

855K
Shares

$40.9 Million
0.05% of portfolio
Trustcore Financial Services, LLC

597K
Shares

$28.6 Million
1.69% of portfolio
Penserra Capital Management LLC Orinda, CA

385K
Shares

$18.4 Million
0.24% of portfolio
Integral Investment Advisors, Inc.

265K
Shares

$12.7 Million
3.55% of portfolio
Cetera Investment Advisers Schaumburg, IL

172K
Shares

$8.22 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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