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 $108 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
23,425
shares
|
$983,850
0.0% of portfolio
|
Q2 2023
New holding
|
|
Berkshire Money Management, Inc.
|
May 08, 2024 Q1 2024 |
21,604
shares
|
$907,368
0.11% of portfolio
|
Q1 2023
Reduced 5.65%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
21,275
shares
|
$893,550
0.0% of portfolio
|
Q1 2024
Reduced 20.87%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
19,814
shares
|
$832,188
0.0% of portfolio
|
Q1 2024
Reduced 6.18%
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2024 Q1 2024 |
19,807
shares
|
$831,894
0.12% of portfolio
|
Q1 2023
Reduced 2.68%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
19,390
shares
|
$814,380
0.38% of portfolio
|
Q1 2024
Reduced 37.84%
|
|
M Holdings Securities, Inc.
Portland, OR |
May 14, 2024 Q1 2024 |
18,820
shares
|
$790,440
0.13% of portfolio
|
Q3 2023
New holding
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
16,721
shares
|
$702,282
0.04% of portfolio
|
Q1 2024
Added 0.59%
|
|
Xml Financial, LLC
|
May 15, 2024 Q1 2024 |
16,382
shares
|
$688,044
0.07% of portfolio
|
Q2 2023
Reduced 23.59%
|
|
Sugarloaf Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
15,598
shares
|
$655,116
0.14% of portfolio
|
Q1 2023
Added 3.99%
|
|
Wp Wealth LLP
Fort Worth, TX |
May 16, 2024 Q1 2024 |
14,100
shares
|
$592,200
0.15% of portfolio
|
Q3 2023
Reduced 22.18%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
13,530
shares
|
$568,260
0.01% of portfolio
|
Q1 2024
Reduced 49.96%
|
|
Castellan Group
Louisville, KY |
May 15, 2024 Q1 2024 |
13,400
shares
|
$562,800
0.28% of portfolio
|
Q1 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
13,394
shares
|
$562,548
0.02% of portfolio
|
Q4 2023
Added 8.69%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
13,173
shares
|
$553,266
0.03% of portfolio
|
Q4 2023
Added 5.97%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
12,564
shares
|
$527,688
0.02% of portfolio
|
Q1 2024
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
12,185
shares
|
$511,770
0.02% of portfolio
|
Q1 2024
Added 57.41%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
12,166
shares
|
$510,972
0.01% of portfolio
|
Q1 2024
Reduced 0.83%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
11,015
shares
|
$462,630
0.05% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
9,800
shares
|
$411,600
0.01% of portfolio
|
Q3 2023
Reduced 0.01%
|
|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
9,798
shares
|
$411,516
0.04% of portfolio
|
Q1 2024
New holding
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,850
shares
|
$371,700
0.01% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
8,713
shares
|
$365,946
0.0% of portfolio
|
Q4 2023
Reduced 46.3%
|
|
Fsa Advisors, Inc.
Troy, MI |
May 23, 2024 Q1 2024 |
8,609
shares
|
$361,578
0.37% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2024 Q1 2024 |
8,507
shares
|
$357,294
0.11% of portfolio
|
Q1 2024
Reduced 3.48%
|