Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
2.22MNew |
$69.2M - $71.9M
|
2.22M
$101M
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
199KNew |
$6.19M - $6.43M
|
199K
$9M
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
109K+ 37.36% |
$3.41M - $3.54M
|
402K
$18.2M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
76.5K+ 49.67% |
$2.38M - $2.48M
|
230K
$10.4M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
56.5KNew |
$1.76M - $1.83M
|
56.5K
$2.56M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
27.3KNew |
$850K - $883K
|
27.3K
$1.24M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.5KNew |
$607K - $631K
|
19.5K
$883K
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
17.6KNew |
$550K - $571K
|
17.6K
$799K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16K+ 81.83% |
$500K - $519K
|
35.7K
$1.61M
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
14.6K+ 95.0% |
$454K - $472K
|
29.9K
$1.35M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.4KNew |
$416K - $432K
|
13.4K
$605K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12.6KNew |
$391K - $406K
|
12.6K
$569K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9K+ 67.11% |
$339K - $352K
|
27.1K
$1.23M
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10.6KNew |
$330K - $343K
|
10.6K
$479K
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.1KNew |
$316K - $328K
|
10.1K
$459K
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
9.5KNew |
$296K - $308K
|
9.5K
$430K
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
9.44KNew |
$294K - $305K
|
9.44K
$427K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.61KNew |
$268K - $279K
|
8.61K
$390K
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8.14KNew |
$253K - $263K
|
8.14K
$368K
|
|
Nov 12, 2021
Q3 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
7.59KNew |
$236K - $246K
|
7.59K
$343K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.01K+ 47.24% |
$218K - $227K
|
21.9K
$990K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.13K+ 12.37% |
$191K - $198K
|
55.7K
$2.52M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.65K+ 20.94% |
$176K - $183K
|
32.6K
$1.48M
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
4.98K+ 11.22% |
$155K - $161K
|
49.4K
$2.24M
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.98K+ 26.57% |
$155K - $161K
|
23.7K
$1.07M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.04K+ 22.32% |
$126K - $131K
|
22.1K
$1M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
3.82K+ 8.37% |
$119K - $124K
|
49.5K
$2.24M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.61K+ 53.58% |
$112K - $117K
|
10.3K
$468K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.9KNew |
$90.2K - $93.7K
|
2.9K
$131K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.37K+ 18.13% |
$73.8K - $76.7K
|
15.4K
$699K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.68K+ 129.66% |
$52.4K - $54.5K
|
2.98K
$135K
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.29K+ 2.75% |
$40.2K - $41.8K
|
48.3K
$2.19M
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
1KNew |
$31.2K - $32.4K
|
1K
$45.3K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
955+ 19.37% |
$29.7K - $30.9K
|
5.89K
$266K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
791New |
$24.6K - $25.6K
|
791
$35.8K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
644New |
$20.1K - $20.8K
|
644
$29.2K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
419New |
$13.1K - $13.6K
|
419
$19K
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
385New |
$12K - $12.5K
|
385
$17.4K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$3.12K - $3.24K
|
100
$4.53K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
99+ 0.68% |
$3.08K - $3.2K
|
14.7K
$666K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
53New |
$1.65K - $1.72K
|
53
$2.4K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-200- 2.42% |
$6.23K - $6.47K
|
8.05K
$365K
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.06K- 1.62% |
$32.9K - $34.2K
|
64K
$2.9M
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-6.46KClosed |
$201K - $209K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-14.5K- 17.27% |
$451K - $469K
|
69.4K
$3.14M
|
|
Nov 03, 2021
Q3 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-23.6KClosed |
$736K - $765K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-168K- 96.18% |
$5.24M - $5.45M
|
6.68K
$302K
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-366KClosed |
$11.4M - $11.8M
|
0
$0
|