Sagespring Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History

Sagespring Wealth Partners, LLC

$5.11 Trillion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$44.99 - $47.69 $346,827 - $367,642	7,709 New	7,709 $351 Million

Others Institutions Holding BMAR

# of Institutions

106

Shares Held

2.43M

Call Options Held

0

Put Options Held

0

Penserra Capital Management LLC Orinda, CA

360K
Shares

$18.7 Million
0.24% of portfolio
Macroview Investment Management LLC

138K
Shares

$7.18 Million
5.48% of portfolio
Commonwealth Equity Services, LLC

126K
Shares

$6.53 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

120K
Shares

$6.23 Million
0.01% of portfolio
Round Table Services, LLC

101K
Shares

$5.24 Million
0.6% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BMAR
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