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 100 institutions that hold shares in the stock, with a total of 4.57 Million shares, which have been reported (via 13F filing form) to have a value of $206 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
3,922
shares
|
$177,156
0.1% of portfolio
|
Q4 2023
Reduced 16.11%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,867
shares
|
$174,672
0.01% of portfolio
|
Q1 2025
Reduced 88.15%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,642
shares
|
$164,509
0.0% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
3,073
shares
|
$138,807
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,762
shares
|
$124,759
0.01% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
2,670
shares
|
$120,603
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,540
shares
|
$114,731
0.0% of portfolio
|
Q3 2024
Reduced 90.04%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
2,500
shares
|
$112,925
0.1% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,080
shares
|
$93,953
0.01% of portfolio
|
Q1 2025
Reduced 95.72%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,763
shares
|
$79,634
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,356
shares
|
$61,250
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,300
shares
|
$58,721
0.0% of portfolio
|
Q3 2022
Added 23.81%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,250
shares
|
$56,462
0.0% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,000
shares
|
$45,170
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
889
shares
|
$40,156
0.0% of portfolio
|
Q4 2024
Reduced 52.94%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
499
shares
|
$22,539
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
167
shares
|
$7,543
0.0% of portfolio
|
Q3 2024
Reduced 28.63%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
150
shares
|
$6,775
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
100
shares
|
$4,517
0.0% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
85
shares
|
$3,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
73
shares
|
$3,297
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
56
shares
|
$2,529
0.0% of portfolio
|
Q1 2025
Reduced 82.22%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
39
shares
|
$1,761
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q1 2025
Reduced 99.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|