Purchases and Sales Made in Q2 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 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
168KNew |
$5.41M - $5.91M
|
168K
$7.59M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
109K+ 274.59% |
$3.51M - $3.83M
|
148K
$6.71M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
103K+ 28.27% |
$3.32M - $3.62M
|
466K
$21.1M
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
66.9K+ 18.55% |
$2.16M - $2.36M
|
428K
$19.4M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
26.7KNew |
$862K - $942K
|
26.7K
$1.21M
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
22.3K+ 11.04% |
$721K - $788K
|
225K
$10.2M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
19.6KNew |
$634K - $693K
|
19.6K
$889K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.7K+ 22.26% |
$443K - $484K
|
75.3K
$3.41M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
10.9K+ 58.11% |
$353K - $385K
|
29.7K
$1.34M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.4K+ 57.51% |
$239K - $261K
|
20.3K
$917K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.95KNew |
$224K - $245K
|
6.95K
$315K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.79K+ 10.4% |
$219K - $239K
|
72K
$3.26M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.7K+ 7.46% |
$216K - $236K
|
96.5K
$4.37M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.53K+ 48.24% |
$211K - $230K
|
20.1K
$908K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.5KNew |
$210K - $229K
|
6.5K
$294K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5.84KNew |
$189K - $206K
|
5.84K
$265K
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
5.05K+ 23.38% |
$163K - $178K
|
26.7K
$1.21M
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.28K+ 47.5% |
$138K - $151K
|
13.3K
$602K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.33K+ 25.18% |
$108K - $117K
|
16.6K
$750K
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.71K+ 9.33% |
$55.3K - $60.4K
|
20.1K
$909K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.6K+ 7.49% |
$51.8K - $56.6K
|
23K
$1.04M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
979+ 7.58% |
$31.6K - $34.5K
|
13.9K
$629K
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
708+ 10.44% |
$22.9K - $25K
|
7.49K
$339K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
665+ 6.39% |
$21.5K - $23.5K
|
11.1K
$501K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
350+ 4.75% |
$11.3K - $12.3K
|
7.71K
$349K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
300New |
$9.69K - $10.6K
|
300
$13.6K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
16New |
$517 - $564
|
16
$724
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.01% |
$129 - $141
|
30.3K
$1.37M
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-18- 0.21% |
$581 - $635
|
8.71K
$394K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-59- 3.0% |
$1.91K - $2.08K
|
1.91K
$86.4K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-106- 1.49% |
$3.42K - $3.74K
|
7.03K
$318K
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-185- 0.73% |
$5.98K - $6.53K
|
25.2K
$1.14M
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-187- 1.5% |
$6.04K - $6.6K
|
12.3K
$557K
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-232- 2.94% |
$7.49K - $8.18K
|
7.67K
$347K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-269- 3.09% |
$8.69K - $9.49K
|
8.45K
$382K
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-387- 2.56% |
$12.5K - $13.7K
|
14.7K
$668K
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-554- 2.25% |
$17.9K - $19.5K
|
24.1K
$1.09M
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-585- 4.13% |
$18.9K - $20.6K
|
13.6K
$614K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-801- 16.22% |
$25.9K - $28.3K
|
4.14K
$187K
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.3K- 16.15% |
$42K - $45.9K
|
6.75K
$306K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.32K- 18.79% |
$42.5K - $46.4K
|
5.68K
$257K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.33K- 24.25% |
$42.8K - $46.8K
|
4.14K
$188K
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.05K- 2.53% |
$66.1K - $72.2K
|
78.9K
$3.57M
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.5K- 5.58% |
$80.8K - $88.3K
|
42.3K
$1.92M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.15K- 7.0% |
$102K - $111K
|
41.8K
$1.89M
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-4.04K- 12.9% |
$131K - $143K
|
27.3K
$1.24M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.22K- 41.62% |
$169K - $184K
|
7.32K
$331K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.26K- 54.59% |
$267K - $291K
|
6.87K
$311K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.65K- 24.74% |
$279K - $305K
|
26.3K
$1.19M
|