Purchases and Sales Made in Q1 2022 in Innovator U.S. Equity Buffer E (BJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUL) 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 |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
258KNew |
$8.02M - $8.65M
|
258K
$11.7M
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
131K+ 150.02% |
$4.08M - $4.4M
|
219K
$9.92M
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
62.7KNew |
$1.95M - $2.1M
|
62.7K
$2.84M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54.8K+ 23.76% |
$1.7M - $1.83M
|
285K
$12.9M
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
32.9KNew |
$1.02M - $1.1M
|
32.9K
$1.49M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29.7KNew |
$922K - $994K
|
29.7K
$1.34M
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
19.1KNew |
$592K - $638K
|
19.1K
$863K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
9.25KNew |
$287K - $310K
|
9.25K
$419K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.38KNew |
$229K - $247K
|
7.38K
$334K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.41K+ 155.91% |
$168K - $181K
|
8.88K
$402K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
3.5K+ 175.0% |
$109K - $117K
|
5.5K
$249K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.56K+ 15.96% |
$48.3K - $52.1K
|
11.3K
$512K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.5K+ 76.22% |
$46.6K - $50.2K
|
3.47K
$157K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
590+ 2.18% |
$18.3K - $19.7K
|
27.7K
$1.25M
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
97+ 0.57% |
$3.01K - $3.25K
|
17.1K
$773K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-117- 22.63% |
$3.63K - $3.92K
|
400
$18.1K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-170- 1.64% |
$5.28K - $5.69K
|
10.2K
$460K
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-175- 0.74% |
$5.43K - $5.86K
|
23.5K
$1.07M
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-181- 1.47% |
$5.62K - $6.06K
|
12.1K
$550K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-223- 1.5% |
$6.92K - $7.46K
|
14.6K
$661K
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-264- 0.42% |
$8.2K - $8.84K
|
63.2K
$2.86M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-300- 0.85% |
$9.32K - $10K
|
35.1K
$1.59M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-318- 2.2% |
$9.87K - $10.6K
|
14.1K
$639K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-430- 51.81% |
$13.4K - $14.4K
|
400
$18.1K
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-470- 6.74% |
$14.6K - $15.7K
|
6.5K
$294K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-536- 2.66% |
$16.6K - $17.9K
|
19.6K
$889K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-574- 66.28% |
$17.8K - $19.2K
|
292
$13.2K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.04K- 45.36% |
$32.3K - $34.8K
|
1.25K
$56.7K
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.12K- 3.7% |
$34.8K - $37.6K
|
29.2K
$1.32M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.44K- 92.07% |
$44.7K - $48.2K
|
124
$5.61K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.94KClosed |
$60.4K - $65.1K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.13K- 27.97% |
$97.2K - $105K
|
8.06K
$365K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.87K- 7.26% |
$120K - $129K
|
49.4K
$2.24M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.3K- 32.31% |
$196K - $211K
|
13.2K
$598K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.46K- 21.98% |
$200K - $216K
|
22.9K
$1.04M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.29K- 39.05% |
$226K - $244K
|
11.4K
$515K
|
|
May 13, 2022
Q1 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-7.59KClosed |
$236K - $254K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8.14KClosed |
$253K - $272K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.1KClosed |
$375K - $404K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12.6KClosed |
$390K - $420K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.4KClosed |
$415K - $447K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-13.4K- 27.96% |
$416K - $448K
|
34.5K
$1.56M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.9KClosed |
$433K - $467K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-15.1K- 95.91% |
$469K - $505K
|
644
$29.2K
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-32.2KClosed |
$1M - $1.08M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-36.7KClosed |
$1.14M - $1.23M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-44K- 97.0% |
$1.37M - $1.47M
|
1.36K
$61.5K
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-192KClosed |
$5.97M - $6.44M
|
0
$0
|