Purchases and Sales Made in Q1 2025 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 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 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56KNew |
$2.39M - $2.58M
|
56K
$2.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.1KNew |
$472K - $510K
|
11.1K
$464K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7.32K+ 29.19% |
$312K - $337K
|
32.4K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
6.9K+ 14.82% |
$294K - $318K
|
53.4K
$2.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.61K+ 2.17% |
$239K - $258K
|
264K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
596+ 5.12% |
$25.4K - $27.5K
|
12.2K
$513K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-42- 4.49% |
$1.79K - $1.94K
|
893
$37.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-214- 2.4% |
$9.13K - $9.86K
|
8.72K
$366K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-272- 7.05% |
$11.6K - $12.5K
|
3.59K
$150K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-524- 4.2% |
$22.3K - $24.2K
|
12K
$501K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-555- 1.48% |
$23.7K - $25.6K
|
37.1K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-623- 7.62% |
$26.6K - $28.7K
|
7.55K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-800- 28.42% |
$34.1K - $36.9K
|
2.02K
$84.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.17K- 5.45% |
$49.7K - $53.7K
|
20.2K
$847K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.2K- 1.32% |
$51.2K - $55.3K
|
89.8K
$3.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.5K- 16.57% |
$64K - $69.1K
|
7.55K
$317K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-1.99K- 22.69% |
$84.7K - $91.5K
|
6.76K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3.07K- 7.72% |
$131K - $142K
|
36.8K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.22K- 7.83% |
$180K - $194K
|
49.6K
$2.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.61K- 30.59% |
$239K - $259K
|
12.7K
$534K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.42K- 55.48% |
$317K - $342K
|
5.96K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-9.51K- 32.09% |
$406K - $438K
|
20.1K
$844K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-12.4K- 54.95% |
$528K - $571K
|
10.1K
$426K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-132K- 84.64% |
$5.63M - $6.09M
|
24K
$1.01M
|