Purchases and Sales Made in Q2 2024 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 2024. 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 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
341K+ 5016.41% |
$13.3M - $14.3M
|
348K
$15.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
91KNew |
$3.55M - $3.8M
|
91K
$4.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.4K+ 11.9% |
$2.24M - $2.4M
|
540K
$24.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54.3K+ 119.29% |
$2.11M - $2.27M
|
99.7K
$4.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.7K+ 193.82% |
$1.35M - $1.45M
|
52.6K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.1K+ 23.76% |
$1.21M - $1.3M
|
162K
$7.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
17.2K+ 7.79% |
$672K - $720K
|
239K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.3K+ 70.64% |
$441K - $473K
|
27.4K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.1K+ 64.82% |
$395K - $423K
|
25.8K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
9.9K+ 26.74% |
$386K - $414K
|
46.9K
$2.12M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
6.87KNew |
$267K - $287K
|
6.87K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.85K+ 107.54% |
$267K - $286K
|
13.2K
$598K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.9KNew |
$191K - $205K
|
4.9K
$222K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.68KNew |
$182K - $195K
|
4.68K
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3K+ 1.23% |
$117K - $125K
|
247K
$11.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.85K+ 54.02% |
$111K - $119K
|
8.11K
$367K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.61K+ 5.19% |
$102K - $109K
|
52.9K
$2.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.38K+ 42.24% |
$92.7K - $99.4K
|
8.01K
$363K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.28K+ 4.43% |
$88.9K - $95.3K
|
53.8K
$2.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.86K+ 7.14% |
$72.4K - $77.6K
|
27.9K
$1.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.71KNew |
$66.4K - $71.2K
|
1.71K
$77.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.56K+ 4.23% |
$60.7K - $65.1K
|
38.4K
$1.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.52K+ 8.86% |
$59.1K - $63.3K
|
18.6K
$844K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.29K+ 3.17% |
$50.1K - $53.7K
|
41.8K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.23K+ 10.22% |
$48K - $51.4K
|
13.3K
$601K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.08K+ 21.64% |
$41.9K - $45K
|
6.05K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
709New |
$27.6K - $29.6K
|
709
$32.1K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
480New |
$18.7K - $20.1K
|
480
$21.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
150+ 1.69% |
$5.84K - $6.27K
|
9.05K
$410K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
138+ 0.73% |
$5.38K - $5.77K
|
19K
$861K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96+ 2.29% |
$3.74K - $4.01K
|
4.3K
$195K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
27+ 0.22% |
$1.05K - $1.13K
|
12.2K
$553K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7+ 0.08% |
$273 - $292
|
9.07K
$411K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21- 0.33% |
$818 - $877
|
6.43K
$291K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-27- 0.22% |
$1.05K - $1.13K
|
12.2K
$552K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-48- 0.22% |
$1.87K - $2.01K
|
21.6K
$979K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-70- 0.3% |
$2.73K - $2.92K
|
22.9K
$1.04M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-100- 1.73% |
$3.9K - $4.18K
|
5.7K
$258K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-195- 1.54% |
$7.6K - $8.15K
|
12.5K
$564K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 8.33% |
$7.79K - $8.36K
|
2.2K
$99.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-240- 1.43% |
$9.35K - $10K
|
16.5K
$747K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-348- 6.18% |
$13.6K - $14.5K
|
5.28K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-350- 1.24% |
$13.6K - $14.6K
|
27.8K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-415- 2.52% |
$16.2K - $17.3K
|
16K
$726K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-459- 4.04% |
$17.9K - $19.2K
|
10.9K
$494K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-477- 8.76% |
$18.6K - $19.9K
|
4.97K
$225K
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-480- 0.19% |
$18.7K - $20.1K
|
252K
$11.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-486- 2.62% |
$18.9K - $20.3K
|
18.1K
$818K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-526- 4.4% |
$20.5K - $22K
|
11.4K
$518K
|