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 87 institutions that hold shares in the stock, with a total of 2.56 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
384,966
shares
|
$16.1 Million
0.03% of portfolio
|
Q1 2024
Added 13.4%
|
|
Integral Investment Advisors, Inc.
|
May 01, 2024 Q1 2024 |
238,245
shares
|
$9.95 Million
4.0% of portfolio
|
Q1 2024
Added 3.21%
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
217,893
shares
|
$9.1 Million
0.11% of portfolio
|
Q1 2024
Added 37.14%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
167,898
shares
|
$7.01 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.98%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
110,512
shares
|
$4.61 Million
0.0% of portfolio
|
Q1 2024
Added 11.02%
|
|
Valtinson Bruner Financial Planning LLC
|
Apr 29, 2024 Q1 2024 |
100,500
shares
|
$4.2 Million
2.17% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
99,601
shares
|
$4.16 Million
0.01% of portfolio
|
Q1 2024
Reduced 20.04%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
61,337
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.18%
|
|
My Personal Cfo, LLC
|
Apr 24, 2024 Q1 2024 |
59,400
shares
|
$2.48 Million
1.46% of portfolio
|
Q2 2023
Added 4.39%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
56,064
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2024
Added 5.31%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
54,192
shares
|
$2.26 Million
0.03% of portfolio
|
Q1 2024
Reduced 12.24%
|
|
Maltin Wealth Management, Inc.
|
Apr 15, 2024 Q1 2024 |
51,899
shares
|
$2.17 Million
1.28% of portfolio
|
Q1 2024
Reduced 5.78%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
49,927
shares
|
$2.08 Million
0.45% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
46,530
shares
|
$1.94 Million
0.22% of portfolio
|
Q1 2024
Reduced 7.0%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
43,535
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2024
Added 647.13%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
37,820
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2024
Added 71.82%
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
May 30, 2024 Q1 2024 |
36,141
shares
|
$1.51 Million
1.12% of portfolio
|
Q1 2024
Added 9.49%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 12, 2024 Q1 2024 |
35,061
shares
|
$1.46 Million
0.39% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
34,850
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
33,459
shares
|
$1.4 Million
0.1% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
32,947
shares
|
$1.38 Million
0.1% of portfolio
|
Q1 2024
Added 37.1%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
28,400
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2023
Reduced -0.0%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
26,937
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2024
Reduced 64.66%
|
|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
25,932
shares
|
$1.08 Million
0.85% of portfolio
|
Q4 2023
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
25,710
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.91%
|