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 |
|---|---|---|---|---|---|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,170
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
10,157
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
10,134
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 25.04%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
9,437
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Oct 18, 2024 Q3 2024 |
8,860
shares
|
$0
1.3% of portfolio
|
Q3 2024
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
8,574
shares
|
$0
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
8,523
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 69.3%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
8,450
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 26.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,316
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 73.47%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
8,226
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 44.98%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
8,219
shares
|
$0
0.24% of portfolio
|
Q3 2024
Added 328.97%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
8,176
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,169
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Share Andrew L.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
7,776
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
7,517
shares
|
$0
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,506
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
6,464
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,428
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 12.28%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
6,281
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 61.99%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
5,840
shares
|
$0
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
5,480
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 24.5%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,395
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
5,082
shares
|
$0
0.04% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,012
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 86.94%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
4,959
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.27%
|