Institutional Ownership Innovator U.S. Equity Buffer E (BAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BAPR). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 4.27 Million shares, which have been reported (via 13F filing form) to have a value of $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
409,365
shares
|
$18.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
402,595
shares
|
$17.9 Million
0.29% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
304,367
shares
|
$13.6 Million
0.29% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
251,973
shares
|
$11.2 Million
3.02% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
203,820
shares
|
$9.07 Million
0.02% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
191,197
shares
|
$8.51 Million
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
183,609
shares
|
$8.17 Million
0.02% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
148,585
shares
|
$6.62 Million
0.34% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
146,780
shares
|
$6.53 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,724
shares
|
$5.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
106,521
shares
|
$4.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
103,897
shares
|
$4.63 Million
1.56% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
82,620
shares
|
$3.68 Million
2.09% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
78,220
shares
|
$3.48 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
69,588
shares
|
$3.1 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
69,063
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
62,867
shares
|
$2.8 Million
1.18% of portfolio
|
Q3 2024
Reduced 36.77%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
61,409
shares
|
$2.73 Million
0.67% of portfolio
|
Q3 2024
Reduced 17.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
57,931
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.55%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
57,036
shares
|
$2.54 Million
0.17% of portfolio
|
Q3 2024
Reduced 40.8%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
49,719
shares
|
$2.21 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
49,245
shares
|
$2.19 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
46,930
shares
|
$2.09 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 18, 2024 Q3 2024 |
44,691
shares
|
$1.99 Million
0.83% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
42,500
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.29%
|