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 |
---|---|---|---|---|---|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,300
shares
|
$54,600
0.0% of portfolio
|
Q3 2022
Added 23.81%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
1,250
shares
|
$52,500
0.0% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
600
shares
|
$25,200
0.0% of portfolio
|
Q2 2023
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
315
shares
|
$13,230
0.0% of portfolio
|
Q1 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
300
shares
|
$12,600
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
234
shares
|
$9,828
0.0% of portfolio
|
Q1 2024
New holding
|
|
Global Trust Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
186
shares
|
$7,812
0.0% of portfolio
|
Q2 2023
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
150
shares
|
$6,300
0.0% of portfolio
|
Q2 2023
New holding
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Jun 21, 2024 Q1 2024 |
108
shares
|
$4,536
0.0% of portfolio
|
Q1 2024
Added 8.0%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
70
shares
|
$2,940
0.0% of portfolio
|
Q2 2023
Reduced 61.96%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
70
shares
|
$2,940
0.0% of portfolio
|
Q1 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|