Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
2.22MNew |
$86.2M - $100M
|
2.22M
$102M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.04MNew |
$40.2M - $46.8M
|
1.04M
$47.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
537K+ 3197.06% |
$20.9M - $24.3M
|
554K
$25.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.8K+ 9.74% |
$1.66M - $1.93M
|
482K
$22.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.3K+ 59.22% |
$1.45M - $1.69M
|
100K
$4.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28.3KNew |
$1.1M - $1.28M
|
28.3K
$1.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.6KNew |
$839K - $976K
|
21.6K
$993K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15.3KNew |
$594K - $691K
|
15.3K
$703K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
11K+ 13.6% |
$427K - $497K
|
91.9K
$4.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
10KNew |
$389K - $452K
|
10K
$460K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
9.78KNew |
$380K - $442K
|
9.78K
$450K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
9.01K+ 94.51% |
$350K - $407K
|
18.5K
$853K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
8.39K+ 3.2% |
$326K - $379K
|
271K
$12.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
7.46K+ 131.13% |
$290K - $337K
|
13.2K
$605K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.51KNew |
$253K - $294K
|
6.51K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.48K+ 55.17% |
$213K - $248K
|
15.4K
$709K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.39K+ 7.76% |
$209K - $244K
|
74.9K
$3.44M
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
4.65KNew |
$181K - $210K
|
4.65K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.56K+ 4.77% |
$99.5K - $116K
|
56.2K
$2.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.55K+ 6.44% |
$98.9K - $115K
|
42K
$1.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.43K+ 16.67% |
$94.6K - $110K
|
17K
$783K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2K+ 4.07% |
$77.9K - $90.6K
|
51.2K
$2.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.81K+ 8.83% |
$70.1K - $81.6K
|
22.2K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1.5K+ 5.3% |
$58.4K - $68K
|
29.9K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06K+ 118.67% |
$41K - $47.7K
|
1.94K
$89.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
776+ 2.77% |
$30.2K - $35.1K
|
28.8K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
531+ 17.28% |
$20.6K - $24K
|
3.6K
$166K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
326+ 4.78% |
$12.7K - $14.7K
|
7.15K
$329K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
170New |
$6.61K - $7.68K
|
170
$7.82K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
164+ 1.22% |
$6.37K - $7.41K
|
13.6K
$624K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-32- 0.2% |
$1.24K - $1.45K
|
15.6K
$719K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-83- 0.91% |
$3.23K - $3.75K
|
9.02K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-111- 0.32% |
$4.31K - $5.02K
|
34.7K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-210- 3.29% |
$8.16K - $9.49K
|
6.17K
$284K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-340- 7.0% |
$13.2K - $15.4K
|
4.51K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-457- 1.83% |
$17.8K - $20.7K
|
24.5K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-512- 3.87% |
$19.9K - $23.1K
|
12.7K
$584K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-571- 4.69% |
$22.2K - $25.8K
|
11.6K
$533K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-930- 3.0% |
$36.1K - $42K
|
30K
$1.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.09K- 4.46% |
$42.4K - $49.3K
|
23.4K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.53K- 6.21% |
$59.3K - $69K
|
23K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-2K- 26.32% |
$77.7K - $90.4K
|
5.6K
$258K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.57K- 9.72% |
$99.9K - $116K
|
23.9K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.65K- 35.08% |
$103K - $120K
|
4.91K
$226K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-22.2K- 5.51% |
$864K - $1M
|
381K
$17.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-48.5K- 67.98% |
$1.89M - $2.19M
|
22.8K
$1.05M
|