Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Buffer E (BAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BAPR) during Q1 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY BUFFER E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16.8K+ 16.59% |
$704K - $772K
|
118K
$4.85M
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
6.78K+ 14.46% |
$285K - $312K
|
53.7K
$2.21M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.67K+ 797.33% |
$238K - $261K
|
6.38K
$263K
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.88K+ 1.9% |
$205K - $225K
|
262K
$10.8M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.81K+ 7.94% |
$75.8K - $83.2K
|
24.6K
$1.01M
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
913+ 19.1% |
$38.3K - $42K
|
5.69K
$234K
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
497+ 4.26% |
$20.9K - $22.9K
|
12.2K
$501K
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-82- 0.82% |
$3.44K - $3.77K
|
9.94K
$409K
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-100- 3.85% |
$4.2K - $4.6K
|
2.5K
$103K
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-123- 1.33% |
$5.16K - $5.66K
|
9.11K
$375K
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-150- 0.43% |
$6.3K - $6.9K
|
34.8K
$1.43M
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-230- 0.54% |
$9.65K - $10.6K
|
42K
$1.73M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-259- 82.22% |
$10.9K - $11.9K
|
56
$2.31K
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-545- 3.36% |
$22.9K - $25.1K
|
15.7K
$646K
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-572- 2.24% |
$24K - $26.3K
|
25K
$1.03M
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.75K- 2.12% |
$73.4K - $80.6K
|
80.9K
$3.33M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.01K- 6.59% |
$84.1K - $92.3K
|
28.4K
$1.17M
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.37K- 10.39% |
$99.4K - $109K
|
20.4K
$842K
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-6K- 44.12% |
$252K - $276K
|
7.6K
$313K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.51K- 19.4% |
$399K - $438K
|
39.5K
$1.63M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-46.6K- 95.72% |
$1.95M - $2.14M
|
2.08K
$85.7K
|