Purchases and Sales Made in Q3 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
177K+ 200.37% |
$5.17M - $5.82M
|
266K
$12M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
165KNew |
$4.8M - $5.41M
|
165K
$7.46M
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
58.9K+ 350.97% |
$1.72M - $1.93M
|
75.6K
$3.42M
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
50.6KNew |
$1.47M - $1.66M
|
50.6K
$2.29M
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
41.1K+ 16.69% |
$1.2M - $1.35M
|
288K
$13M
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
26.1K+ 37.62% |
$761K - $857K
|
95.4K
$4.32M
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
21.1K+ 67.17% |
$614K - $692K
|
52.4K
$2.37M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21K+ 150.64% |
$613K - $691K
|
35K
$1.58M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.6K+ 183.08% |
$601K - $677K
|
31.9K
$1.44M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
19.7KNew |
$574K - $646K
|
19.7K
$891K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.6KNew |
$570K - $642K
|
19.6K
$885K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.4K+ 73.89% |
$537K - $605K
|
43.4K
$1.96M
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
17.9KNew |
$521K - $587K
|
17.9K
$810K
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
17.6K+ 27.94% |
$514K - $579K
|
80.7K
$3.65M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
16.1KNew |
$470K - $529K
|
16.1K
$729K
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
15.7KNew |
$459K - $517K
|
15.7K
$712K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13K+ 52.45% |
$380K - $428K
|
37.9K
$1.72M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
12.7KNew |
$370K - $417K
|
12.7K
$575K
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12.7K+ 29.63% |
$369K - $416K
|
55.4K
$2.51M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
12.5K+ 171.02% |
$365K - $411K
|
19.9K
$899K
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
12K+ 110.03% |
$349K - $393K
|
22.9K
$1.04M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.2KNew |
$298K - $336K
|
10.2K
$463K
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
10KNew |
$292K - $328K
|
10K
$453K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.93K+ 80.82% |
$289K - $326K
|
22.2K
$1.01M
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9.01KNew |
$263K - $296K
|
9.01K
$408K
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
8.05KNew |
$235K - $264K
|
8.05K
$365K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.46K+ 50.58% |
$218K - $245K
|
22.2K
$1.01M
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.26KNew |
$212K - $238K
|
7.26K
$329K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.47KNew |
$159K - $180K
|
5.47K
$248K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.09KNew |
$148K - $167K
|
5.09K
$230K
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.19K+ 17.85% |
$122K - $138K
|
27.7K
$1.25M
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.96K+ 24.18% |
$115K - $130K
|
20.3K
$921K
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3.3K+ 39.11% |
$96.2K - $108K
|
11.7K
$531K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.89K+ 15.94% |
$84.1K - $94.7K
|
21K
$950K
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.23K+ 1.16% |
$65.1K - $73.4K
|
196K
$8.86M
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.62K+ 605.62% |
$47.1K - $53.1K
|
1.88K
$85.3K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.6K+ 18.03% |
$46.6K - $52.5K
|
10.5K
$474K
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
1.22K+ 2.65% |
$35.5K - $40K
|
47.2K
$2.14M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
1.2KNew |
$35K - $39.4K
|
1.2K
$54.3K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.1K+ 84.62% |
$32.1K - $36.1K
|
2.4K
$109K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
900+ 6.15% |
$26.2K - $29.6K
|
15.5K
$703K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
332New |
$9.68K - $10.9K
|
332
$15K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
286+ 2.86% |
$8.34K - $9.39K
|
10.3K
$466K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
37+ 0.47% |
$1.08K - $1.22K
|
7.96K
$361K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
30+ 2.26% |
$875 - $985
|
1.36K
$61.5K
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
12+ 0.12% |
$350 - $394
|
10K
$453K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-97- 0.94% |
$2.83K - $3.19K
|
10.2K
$462K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-192- 1.32% |
$5.6K - $6.31K
|
14.4K
$652K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-495- 3.74% |
$14.4K - $16.3K
|
12.7K
$577K
|