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 |
|---|---|---|---|---|---|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
15,233
shares
|
$678,173
0.66% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
13,394
shares
|
$596,300
0.02% of portfolio
|
Q4 2023
Added 8.69%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
13,216
shares
|
$588,376
0.17% of portfolio
|
Q2 2024
Added 150.83%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
12,750
shares
|
$567,630
0.05% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
11,758
shares
|
$523,466
0.57% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
10,947
shares
|
$487,360
0.32% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
10,675
shares
|
$475,251
0.04% of portfolio
|
Q3 2024
Added 34.28%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
9,807
shares
|
$436,607
0.01% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
9,533
shares
|
$424,409
0.12% of portfolio
|
Q2 2024
Added 79.6%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
9,333
shares
|
$415,505
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
9,304
shares
|
$414,214
0.17% of portfolio
|
Q2 2024
Added 53.89%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,264
shares
|
$412,433
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
9,040
shares
|
$402,460
0.0% of portfolio
|
Q3 2024
Reduced 37.16%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,850
shares
|
$394,002
0.01% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
8,343
shares
|
$371,430
0.01% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
8,175
shares
|
$363,951
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
7,940
shares
|
$353,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
7,675
shares
|
$341,691
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
7,555
shares
|
$336,348
0.12% of portfolio
|
Q3 2024
Reduced 35.48%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,427
shares
|
$330,650
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Castellan Group
Louisville, KY |
Nov 25, 2024 Q3 2024 |
7,160
shares
|
$318,763
0.13% of portfolio
|
Q3 2024
Reduced 25.42%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
7,000
shares
|
$311,640
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,986
shares
|
$311,016
0.0% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,865
shares
|
$305,629
0.09% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
6,731
shares
|
$299,664
0.02% of portfolio
|
Q2 2024
New holding
|