Stuart Chaussee & Associates, Inc. Innovator U.S. Equity Buffer E Transaction History

Stuart Chaussee & Associates, Inc.

$268 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 16, 2025	BUY	$41.53 - $44.57 $73.8 Million - $79.2 Million	1,777,329 New	1,777,329 $74.7 Million

Others Institutions Holding BOCT

# of Institutions

101

Shares Held

3.88M

Call Options Held

0

Put Options Held

0

Trustcore Financial Services, LLC

597K
Shares

$28.7 Million
1.69% of portfolio
Penserra Capital Management LLC Orinda, CA

385K
Shares

$18.5 Million
0.24% of portfolio
Commonwealth Equity Services, LLC

315K
Shares

$15.1 Million
0.02% of portfolio
Integral Investment Advisors, Inc.

267K
Shares

$12.8 Million
3.61% of portfolio
Cetera Investment Advisers Schaumburg, IL

172K
Shares

$8.25 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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