Purchases and Sales Made in Q1 2023 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 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 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
697K+ 5506.88% |
$21.4M - $23M
|
709K
$32.1M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
53.4KNew |
$1.64M - $1.77M
|
53.4K
$2.42M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
52.5KNew |
$1.61M - $1.73M
|
52.5K
$2.38M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
41.1K+ 12.87% |
$1.26M - $1.36M
|
361K
$16.3M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.5K+ 508.06% |
$1.18M - $1.27M
|
46K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.1KNew |
$557K - $599K
|
18.1K
$821K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.6K+ 34.06% |
$509K - $548K
|
65.3K
$2.95M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.1KNew |
$464K - $500K
|
15.1K
$685K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.5KNew |
$385K - $414K
|
12.5K
$568K
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
11.6K+ 115.74% |
$356K - $383K
|
21.6K
$978K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
7.48KNew |
$230K - $247K
|
7.48K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.83K+ 75.7% |
$179K - $193K
|
13.5K
$613K
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.75K+ 2.4% |
$146K - $157K
|
202K
$9.16M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.08KNew |
$125K - $135K
|
4.08K
$185K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.05KNew |
$32.2K - $34.7K
|
1.05K
$47.5K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
355+ 7.74% |
$10.9K - $11.7K
|
4.94K
$224K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
160New |
$4.91K - $5.29K
|
160
$7.24K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
82+ 0.64% |
$2.52K - $2.71K
|
12.9K
$582K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-1- -0.0% |
$30.7 - $33.1
|
30.3K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-8- 0.11% |
$246 - $264
|
7.24K
$328K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-41- 0.13% |
$1.26K - $1.36K
|
31.3K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-65- 0.9% |
$1.99K - $2.15K
|
7.14K
$323K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-100- 1.13% |
$3.07K - $3.3K
|
8.72K
$395K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-161- 85.19% |
$4.94K - $5.32K
|
28
$1.27K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-263- 1.82% |
$8.07K - $8.69K
|
14.2K
$641K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-280- 2.19% |
$8.59K - $9.25K
|
12.5K
$565K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-314- 1.68% |
$9.64K - $10.4K
|
18.4K
$831K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-400- 77.37% |
$12.3K - $13.2K
|
117
$5.3K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-400- 20.0% |
$12.3K - $13.2K
|
1.6K
$72.4K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-500- 6.36% |
$15.3K - $16.5K
|
7.36K
$333K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-511- 1.13% |
$15.7K - $16.9K
|
44.8K
$2.03M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-665- 4.79% |
$20.4K - $22K
|
13.2K
$599K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-670- 7.82% |
$20.6K - $22.1K
|
7.9K
$358K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-941- 1.15% |
$28.9K - $31.1K
|
81K
$3.67M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-993- 3.77% |
$30.5K - $32.8K
|
25.3K
$1.15M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.07K- 5.38% |
$32.8K - $35.3K
|
18.8K
$851K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.07K- 4.76% |
$32.8K - $35.4K
|
21.4K
$970K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.41K- 1.83% |
$43.3K - $46.6K
|
75.6K
$3.43M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.48K- 14.53% |
$45.5K - $48.9K
|
8.71K
$395K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 4.07% |
$51.6K - $55.5K
|
39.6K
$1.79M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.71K- 3.66% |
$52.4K - $56.5K
|
45K
$2.04M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.49K- 22.63% |
$76.3K - $82.2K
|
8.5K
$385K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-2.55K- 14.41% |
$78.2K - $84.2K
|
15.1K
$685K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.8K- 4.35% |
$85.9K - $92.5K
|
61.6K
$2.79M
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-3K- 25.56% |
$92.1K - $99.1K
|
8.74K
$396K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-4.61K- 8.28% |
$141K - $152K
|
51.1K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.65K- 1.26% |
$143K - $154K
|
363K
$16.5M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.88K- 17.98% |
$150K - $161K
|
22.2K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.35K- 27.1% |
$164K - $177K
|
14.4K
$652K
|