Wealth Plan Investment Management, LLC Innovator U.S. Equity Buffer E Transaction History

Wealth Plan Investment Management, LLC

$1.27 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$38.08 - $39.98 $6.48 Million - $6.8 Million	170,141 New	170,141 $6.68 Million

Others Institutions Holding BNOV

# of Institutions

90

Shares Held

2.56M

Call Options Held

0

Put Options Held

0

Penserra Capital Management LLC Orinda, CA

423K
Shares

$18.3 Million
0.24% of portfolio
Envestnet Asset Management Inc

177K
Shares

$7.63 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

161K
Shares

$6.96 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

135K
Shares

$5.82 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

123K
Shares

$5.32 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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