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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.74K- 4.87% |
$115K - $126K
|
53.5K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.28K- 99.97% |
$138K - $151K
|
1
$44.3
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.8K- 2.45% |
$202K - $221K
|
191K
$8.45M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.83K- 16.97% |
$203K - $222K
|
23.6K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.01K- 7.37% |
$210K - $231K
|
63K
$2.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-6K- 44.12% |
$252K - $276K
|
7.6K
$336K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.77K- 50.07% |
$368K - $404K
|
8.74K
$387K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.51K- 19.4% |
$399K - $438K
|
39.5K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12K- 6.38% |
$503K - $551K
|
176K
$7.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-13.5K- 44.5% |
$565K - $620K
|
16.8K
$743K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-28.8K- 88.15% |
$1.21M - $1.32M
|
3.87K
$171K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-36.2K- 59.68% |
$1.52M - $1.67M
|
24.5K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-36.4K- 54.04% |
$1.53M - $1.68M
|
31K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-46.6K- 95.72% |
$1.95M - $2.14M
|
2.08K
$92.1K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.5K- 28.04% |
$2.16M - $2.37M
|
132K
$5.85M
|