Purchases and Sales Made in Q1 2025 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.33K- 4.79% |
N/A
|
106K
$0
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5.93K- 41.89% |
N/A
|
8.23K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.71K- 26.45% |
N/A
|
18.7K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-9.31K- 14.07% |
N/A
|
56.9K
$0
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.7K- 23.91% |
N/A
|
37.3K
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.9K- 39.54% |
N/A
|
18.1K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13K- 24.15% |
N/A
|
40.8K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-18.6K- 84.53% |
N/A
|
3.41K
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-59.4K- 48.77% |
N/A
|
62.4K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-458K- 96.59% |
N/A
|
16.2K
$0
|