Steward Financial Group LLC Innovator U.S. Equity Buffer E Transaction History

Steward Financial Group LLC

$315 Million
Q3 2023

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 04, 2023	BUY	$33.27 - $35.79 $356,687 - $383,704	10,721 New	10,721 $383,000

Others Institutions Holding BAPR

# of Institutions

103

Shares Held

4.27M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

409K
Shares

$18.2 Million
0.03% of portfolio
Brookstone Capital Management

403K
Shares

$17.9 Million
0.29% of portfolio
Penserra Capital Management LLC Orinda, CA

304K
Shares

$13.6 Million
0.29% of portfolio
Integral Investment Advisors, Inc.

252K
Shares

$11.2 Million
3.02% of portfolio
Cerity Partners LLC New York, NY

204K
Shares

$9.07 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BAPR
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