Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Buffer E (BAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BAUG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
185K+ 121.08% |
N/A
|
337K
$0
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
176KNew |
N/A
|
176K
$0
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
157KNew |
N/A
|
157K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
138KNew |
N/A
|
138K
$0
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
15.3KNew |
N/A
|
15.3K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.79K+ 7.36% |
N/A
|
128K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
8.45KNew |
N/A
|
8.45K
$0
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.82KNew |
N/A
|
6.82K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.5K+ 46.09% |
N/A
|
17.4K
$0
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.86K+ 64.45% |
N/A
|
12.4K
$0
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4.83KNew |
N/A
|
4.83K
$0
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
4.56KNew |
N/A
|
4.56K
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.79KNew |
N/A
|
3.79K
$0
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.6KNew |
N/A
|
3.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.31K+ 32.56% |
N/A
|
13.5K
$0
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.96K+ 19.89% |
N/A
|
17.8K
$0
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.22K+ 10.15% |
N/A
|
24.1K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.9K+ 23.46% |
N/A
|
10K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.86K+ 11.14% |
N/A
|
18.5K
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.42K+ 7.52% |
N/A
|
20.3K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$0
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.34K+ 3.38% |
N/A
|
40.8K
$0
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1K+ 2.63% |
N/A
|
39K
$0
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
920New |
N/A
|
920
$0
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
630+ 6.12% |
N/A
|
10.9K
$0
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
23+ 5.17% |
N/A
|
468
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-60- 0.24% |
N/A
|
25.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-70- 0.35% |
N/A
|
20K
$0
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-150- 0.3% |
N/A
|
50.1K
$0
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-198- 1.18% |
N/A
|
16.5K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-322- 2.4% |
N/A
|
13.1K
$0
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-325- 0.15% |
N/A
|
216K
$0
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-356- 1.6% |
N/A
|
21.8K
$0
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-377- 24.67% |
N/A
|
1.15K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-456- 1.51% |
N/A
|
29.8K
$0
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-485- 6.17% |
N/A
|
7.38K
$0
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-679- 2.95% |
N/A
|
22.3K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-742- 4.23% |
N/A
|
16.8K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-746- 2.34% |
N/A
|
31.2K
$0
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-855- 0.34% |
N/A
|
253K
$0
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.76K- 9.91% |
N/A
|
15.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.93K- 14.51% |
N/A
|
11.4K
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.73K- 28.62% |
N/A
|
6.81K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.13K- 3.77% |
N/A
|
79.8K
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.87K- 19.75% |
N/A
|
23.9K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6.36K- 6.45% |
N/A
|
92.3K
$0
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.09K- 53.32% |
N/A
|
7.96K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.75K- 53.06% |
N/A
|
8.62K
$0
|