Retirement Planning Group Innovator U.S. Equity Buffer E Transaction History

Retirement Planning Group

$1.51 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$29.18 - $34.17 $398,890 - $467,103	-13,670 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$31.72 - $33.39 $433,612 - $456,441	13,670 New	13,670 $456,000

Others Institutions Holding BAPR

# of Institutions

104

Shares Held

3.57M

Call Options Held

0

Put Options Held

0

Penserra Capital Management LLC Orinda, CA

344K
Shares

$14.2 Million
0.28% of portfolio
Integral Investment Advisors, Inc.

262K
Shares

$10.8 Million
3.65% of portfolio
Cerity Partners LLC New York, NY

196K
Shares

$8.08 Million
0.02% of portfolio
High Tower Advisors, LLC Chicago, IL

188K
Shares

$7.75 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

184K
Shares

$7.58 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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