Institutional Ownership Innovator U.S. Equity Buffer E (BAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BAUG). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 2.85 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
25,971
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 46.05%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
23,943
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
23,220
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 38.22%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
22,016
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
20,150
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 50.63%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
20,091
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
17,213
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
16,857
shares
|
$0
0.18% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,731
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 62.83%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
14,758
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 43.8%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
14,404
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,382
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
14,291
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
14,162
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
14,098
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
13,976
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
13,027
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
12,849
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 15.08%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,767
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 27.49%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
12,559
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
11,801
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
11,788
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
11,721
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
11,608
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 61.96%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
11,076
shares
|
$0
0.0% of portfolio
|
Q3 2022
Reduced 9.15%
|