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

Retirement Planning Group

$1.58 Billion
Q3 2024

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

103

Shares Held

4.59M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

409K
Shares

$17.7 Million
0.03% of portfolio
Brookstone Capital Management

403K
Shares

$17.4 Million
0.29% of portfolio
Personal Cfo Solutions, LLC

269K
Shares

$11.7 Million
1.76% of portfolio
Integral Investment Advisors, Inc.

246K
Shares

$10.7 Million
3.82% of portfolio
Penserra Capital Management LLC Orinda, CA

241K
Shares

$10.4 Million
0.13% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BAPR
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