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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
6,117
shares
|
$272,328
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
5,857
shares
|
$260,753
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
5,733
shares
|
$255,233
0.06% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Bullseye Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,633
shares
|
$250,781
0.36% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,352
shares
|
$238,271
0.05% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,338
shares
|
$237,647
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
5,248
shares
|
$233,640
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
4,989
shares
|
$222,110
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
4,854
shares
|
$216,100
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
3,922
shares
|
$174,607
0.11% of portfolio
|
Q4 2023
Reduced 16.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,642
shares
|
$162,141
0.0% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
3,450
shares
|
$153,594
0.12% of portfolio
|
Q3 2024
Reduced 22.07%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,832
shares
|
$126,080
0.01% of portfolio
|
Q2 2024
Added 3945.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,540
shares
|
$113,080
0.0% of portfolio
|
Q3 2024
Reduced 90.04%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
2,137
shares
|
$95,139
0.06% of portfolio
|
Q3 2024
Reduced 27.36%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,356
shares
|
$60,369
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,300
shares
|
$57,876
0.0% of portfolio
|
Q3 2022
Added 23.81%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,250
shares
|
$55,650
0.0% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
924
shares
|
$41,136
0.0% of portfolio
|
Q2 2024
Added 2540.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
600
shares
|
$26,712
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
400
shares
|
$17,808
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
395
shares
|
$17,585
0.0% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
315
shares
|
$14,023
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
186
shares
|
$8,280
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
167
shares
|
$7,434
0.0% of portfolio
|
Q3 2024
Reduced 28.63%
|