Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
217KNew |
$7.21M - $7.76M
|
217K
$8.98M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
120K+ 211.5% |
$3.98M - $4.28M
|
176K
$7.29M
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
92.8K+ 33.88% |
$3.09M - $3.32M
|
367K
$15.2M
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
56.9KNew |
$1.89M - $2.04M
|
56.9K
$2.36M
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
36.7K+ 18.92% |
$1.22M - $1.31M
|
230K
$9.54M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.7KNew |
$954K - $1.03M
|
28.7K
$1.19M
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
24.4KNew |
$812K - $873K
|
24.4K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.4KNew |
$779K - $838K
|
23.4K
$970K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.7K+ 234.24% |
$687K - $739K
|
29.5K
$1.22M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
19.2K+ 208.71% |
$639K - $687K
|
28.4K
$1.18M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18KNew |
$598K - $643K
|
18K
$744K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.8K+ 126.68% |
$527K - $566K
|
28.3K
$1.17M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.2K+ 53.39% |
$505K - $543K
|
43.6K
$1.81M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
15.1K+ 8.04% |
$504K - $542K
|
203K
$8.42M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 6.57% |
$391K - $421K
|
191K
$7.9M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
10.7KNew |
$357K - $384K
|
10.7K
$444K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.1K+ 67.77% |
$337K - $363K
|
25.1K
$1.04M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.16K+ 33.39% |
$305K - $328K
|
36.6K
$1.52M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.88KNew |
$295K - $318K
|
8.88K
$368K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.32K+ 44.27% |
$277K - $298K
|
27.1K
$1.12M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.12K+ 128.9% |
$270K - $291K
|
14.4K
$597K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.12KNew |
$270K - $291K
|
8.12K
$336K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
7.43KNew |
$247K - $266K
|
7.43K
$308K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.99KNew |
$232K - $250K
|
6.99K
$289K
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.16KNew |
$205K - $221K
|
6.16K
$255K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.06KNew |
$202K - $217K
|
6.06K
$251K
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.05KNew |
$201K - $217K
|
6.05K
$251K
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
6.02KNew |
$200K - $216K
|
6.02K
$249K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.93KNew |
$197K - $212K
|
5.93K
$245K
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5.8KNew |
$193K - $207K
|
5.8K
$240K
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
5.75KNew |
$191K - $206K
|
5.75K
$238K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.27K+ 21.46% |
$175K - $188K
|
29.8K
$1.23M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.77K+ 635.47% |
$159K - $171K
|
5.52K
$228K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.39K+ 14.21% |
$146K - $157K
|
35.3K
$1.46M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.21K+ 4.68% |
$140K - $151K
|
94.1K
$3.9M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.02K+ 1.24% |
$134K - $144K
|
329K
$13.6M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.76K+ 15.47% |
$92K - $98.9K
|
20.6K
$855K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.57K+ 29.47% |
$85.6K - $92.1K
|
11.3K
$468K
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
2.5K+ 4.39% |
$83.2K - $89.5K
|
59.4K
$2.46M
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.92K+ 5.75% |
$63.8K - $68.6K
|
35.3K
$1.46M
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.79K+ 27.67% |
$59.4K - $63.9K
|
8.24K
$341K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.77K+ 81.0% |
$58.7K - $63.2K
|
3.94K
$163K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.47KNew |
$49K - $52.8K
|
1.47K
$61.1K
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.07K+ 3.32% |
$35.6K - $38.3K
|
33.3K
$1.38M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
836New |
$27.8K - $29.9K
|
836
$34.6K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
760New |
$25.3K - $27.2K
|
760
$31.5K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
600New |
$20K - $21.5K
|
600
$24.9K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
420+ 3.47% |
$14K - $15K
|
12.5K
$518K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
311+ 0.49% |
$10.3K - $11.1K
|
64.1K
$2.65M
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
186New |
$6.19K - $6.66K
|
186
$7.7K
|