Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
770K+ 356.37% |
N/A
|
986K
$0
|
|
Jul 26, 2023
Q2 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
391KNew |
N/A
|
391K
$0
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
379K+ 1390.99% |
N/A
|
407K
$0
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.5KNew |
N/A
|
26.5K
$0
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
17.5KNew |
N/A
|
17.5K
$0
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
14.6K+ 10.54% |
N/A
|
153K
$0
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.3KNew |
N/A
|
12.3K
$0
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.2KNew |
N/A
|
11.2K
$0
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.79K+ 8.44% |
N/A
|
100K
$0
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.7KNew |
N/A
|
7.7K
$0
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.68K+ 83.98% |
N/A
|
14.6K
$0
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
6.33KNew |
N/A
|
6.33K
$0
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.27KNew |
N/A
|
6.27K
$0
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.21KNew |
N/A
|
6.21K
$0
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.1KNew |
N/A
|
6.1K
$0
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6KNew |
N/A
|
6K
$0
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.29K+ 2.74% |
N/A
|
161K
$0
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.52KNew |
N/A
|
3.52K
$0
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.5K+ 32.01% |
N/A
|
14.4K
$0
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.5K+ 6.14% |
N/A
|
43.3K
$0
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.41K+ 7.6% |
N/A
|
19.9K
$0
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
865New |
N/A
|
865
$0
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-9- 1.92% |
N/A
|
459
$0
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-136- 0.44% |
N/A
|
31K
$0
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-300- 3.13% |
N/A
|
9.29K
$0
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-455- 1.89% |
N/A
|
23.7K
$0
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-466- 40.49% |
N/A
|
685
$0
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-543- 3.84% |
N/A
|
13.6K
$0
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-635- 3.78% |
N/A
|
16.2K
$0
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-714- 0.9% |
N/A
|
79.1K
$0
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-800- 9.47% |
N/A
|
7.65K
$0
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-827- 17.13% |
N/A
|
4K
$0
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.04K- 4.1% |
N/A
|
24.3K
$0
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.09K- 9.58% |
N/A
|
10.3K
$0
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.37K- 7.68% |
N/A
|
16.4K
$0
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.36K- 14.77% |
N/A
|
13.6K
$0
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3K- 13.74% |
N/A
|
18.8K
$0
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.07K- 15.11% |
N/A
|
17.2K
$0
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-3.65K- 12.59% |
N/A
|
25.3K
$0
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.3K- 11.95% |
N/A
|
31.7K
$0
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.17K- 17.36% |
N/A
|
24.6K
$0
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.28K- 61.26% |
N/A
|
3.34K
$0
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-6.76K- 25.04% |
N/A
|
20.2K
$0
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.2K- 41.27% |
N/A
|
10.2K
$0
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.32K- 54.31% |
N/A
|
6.16K
$0
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-10.2K- 61.99% |
N/A
|
6.28K
$0
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.3K- 47.41% |
N/A
|
12.5K
$0
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.1K- 11.01% |
N/A
|
114K
$0
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14.3K- 33.2% |
N/A
|
28.8K
$0
|