Purchases and Sales Made in Q1 2022 in Innovator U.S. Equity Buffer E (BJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJAN) during Q1 2022. 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 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.8K+ 7.51% |
$95.2K - $105K
|
40.1K
$1.96M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.46K+ 37.12% |
$83.7K - $92.2K
|
9.09K
$444K
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.05K+ 2.4% |
$69.8K - $76.8K
|
87.4K
$4.27M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.02K+ 7.98% |
$68.6K - $75.6K
|
27.3K
$1.33M
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.93K+ 11.51% |
$65.8K - $72.4K
|
18.7K
$915K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
1.85KNew |
$62.9K - $69.3K
|
1.85K
$90.4K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.63K+ 20.83% |
$55.4K - $61K
|
9.44K
$461K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1.6K+ 20.69% |
$54.5K - $60K
|
9.35K
$457K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.55K+ 26.65% |
$52.6K - $57.9K
|
7.35K
$359K
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.52K+ 16.97% |
$51.6K - $56.8K
|
10.5K
$511K
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.39K+ 23.84% |
$47.3K - $52.1K
|
7.23K
$353K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.37KNew |
$46.4K - $51.1K
|
1.37K
$66.7K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
535+ 61.14% |
$18.2K - $20K
|
1.41K
$68.9K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
345+ 2.94% |
$11.7K - $12.9K
|
12.1K
$591K
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
300+ 4.4% |
$10.2K - $11.2K
|
7.11K
$347K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-250Closed |
$8.5K - $9.36K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-290- 7.36% |
$9.86K - $10.9K
|
3.65K
$178K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-451- 18.7% |
$15.3K - $16.9K
|
1.96K
$95.8K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-600- 3.5% |
$20.4K - $22.5K
|
16.6K
$809K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.1K- 12.07% |
$37.3K - $41.1K
|
8K
$390K
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.17K- 16.2% |
$39.9K - $44K
|
6.07K
$297K
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.94K- 0.92% |
$65.8K - $72.5K
|
209K
$10.2M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.43K- 41.26% |
$185K - $203K
|
7.73K
$378K
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-5.46KClosed |
$186K - $205K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-7.22K- 93.45% |
$245K - $270K
|
506
$24.7K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.75K- 54.52% |
$263K - $290K
|
6.46K
$316K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.85KClosed |
$267K - $294K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.8KClosed |
$640K - $705K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-31.7KClosed |
$1.08M - $1.19M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-32.9KClosed |
$1.12M - $1.23M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-69.1K- 29.59% |
$2.35M - $2.59M
|
164K
$8.03M
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-82.5K- 25.21% |
$2.8M - $3.09M
|
245K
$12M
|