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 |
---|---|---|---|---|---|
Outlook Wealth Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
8,207
shares
|
$344,694
0.12% of portfolio
|
Q4 2022
Reduced 22.65%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
8,168
shares
|
$343,056
0.01% of portfolio
|
Q1 2024
Added 11.55%
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jun 28, 2024 Q1 2024 |
7,675
shares
|
$322,350
0.17% of portfolio
|
Q1 2024
New holding
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,427
shares
|
$311,934
0.04% of portfolio
|
Q2 2023
New holding
|
|
Beacon Financial Advisory LLC
|
May 01, 2024 Q1 2024 |
7,135
shares
|
$299,670
0.15% of portfolio
|
Q3 2023
Reduced 13.36%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
6,599
shares
|
$277,158
0.0% of portfolio
|
Q1 2024
Reduced 29.16%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
6,215
shares
|
$261,030
0.01% of portfolio
|
Q1 2020
Closed
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 10, 2024 Q1 2024 |
6,053
shares
|
$254,226
0.02% of portfolio
|
Q2 2023
New holding
|
|
Bcs Wealth Management
|
Apr 10, 2024 Q1 2024 |
6,046
shares
|
$253,932
0.08% of portfolio
|
Q1 2024
Reduced 56.77%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
6,031
shares
|
$253,302
0.0% of portfolio
|
Q1 2024
Reduced 18.39%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
5,925
shares
|
$248,850
0.01% of portfolio
|
Q1 2024
New holding
|
|
Bellwether Advisors, LLC
|
May 06, 2024 Q1 2024 |
5,902
shares
|
$247,884
0.05% of portfolio
|
Q1 2024
Reduced 56.83%
|
|
Souders Financial Advisors
|
May 08, 2024 Q1 2024 |
5,857
shares
|
$245,994
0.04% of portfolio
|
Q1 2024
New holding
|
|
Diligent Investors, LLC
|
May 03, 2024 Q1 2024 |
5,733
shares
|
$240,786
0.06% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
5,516
shares
|
$231,672
0.0% of portfolio
|
Q2 2023
Added 635.47%
|
|
Lantz Financial LLC
|
Apr 10, 2024 Q1 2024 |
5,308
shares
|
$222,936
0.07% of portfolio
|
Q4 2023
New holding
|
|
Keystone Wealth Services, LLC
|
Apr 12, 2024 Q1 2024 |
5,269
shares
|
$221,298
0.07% of portfolio
|
Q1 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
4,502
shares
|
$189,084
0.01% of portfolio
|
Q4 2023
New holding
|
|
Orion Capital Management LLC
|
May 10, 2024 Q1 2024 |
4,334
shares
|
$182,028
0.09% of portfolio
|
Q1 2024
Reduced 15.42%
|
|
Integrity Financial Corp
|
May 02, 2024 Q1 2024 |
3,922
shares
|
$164,724
0.11% of portfolio
|
Q4 2023
Reduced 16.11%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
3,697
shares
|
$155,274
0.0% of portfolio
|
Q1 2024
Reduced 45.88%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
3,693
shares
|
$155,106
0.0% of portfolio
|
Q4 2023
Reduced 5.11%
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
3,141
shares
|
$131,922
0.09% of portfolio
|
Q1 2024
Reduced 7.35%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 09, 2024 Q1 2024 |
1,600
shares
|
$67,200
0.03% of portfolio
|
Q1 2024
New holding
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
1,356
shares
|
$56,952
0.0% of portfolio
|
Q1 2024
New holding
|