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

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$28.49 - $32.79 $455,840 - $524,640	-16,000 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$31.19 - $33.48 $499,040 - $535,680	16,000 New	16,000 $534,000

Others Institutions Holding BSEP

# of Institutions

114

Shares Held

3.63M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

488K
Shares

$21.3 Million
0.35% of portfolio
Penserra Capital Management LLC Orinda, CA

354K
Shares

$15.5 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

286K
Shares

$12.5 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

204K
Shares

$8.9 Million
0.02% of portfolio
Cerity Partners LLC New York, NY

161K
Shares

$7.03 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
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