Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
87.6KNew |
$2.75M - $2.93M
|
87.6K
$3.88M
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
48.8K+ 12.14% |
$1.53M - $1.63M
|
451K
$20M
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
44K+ 3237.45% |
$1.38M - $1.47M
|
45.4K
$2.01M
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
19.5K+ 237.71% |
$612K - $651K
|
27.7K
$1.23M
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
15.1K+ 2344.72% |
$474K - $504K
|
15.7K
$698K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.2KNew |
$351K - $373K
|
11.2K
$496K
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
8.16KNew |
$256K - $272K
|
8.16K
$362K
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.07KNew |
$191K - $203K
|
6.07K
$269K
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.39K+ 80.7% |
$169K - $180K
|
12.1K
$535K
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
4.93K+ 18.08% |
$155K - $165K
|
32.2K
$1.43M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.8K+ 37.44% |
$119K - $127K
|
13.9K
$618K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.24K+ 4226.42% |
$70.3K - $74.8K
|
2.29K
$102K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
2KNew |
$62.8K - $66.8K
|
2K
$88.6K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.94KNew |
$61K - $64.9K
|
1.94K
$86.1K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.53K+ 26.0% |
$48K - $51.1K
|
7.42K
$329K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.25K+ 43.18% |
$39.2K - $41.7K
|
4.15K
$184K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.15K+ 13.34% |
$36K - $38.3K
|
9.76K
$432K
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
830New |
$26K - $27.7K
|
830
$36.8K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
773+ 97.72% |
$24.3K - $25.8K
|
1.56K
$69.3K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
402+ 1.34% |
$12.6K - $13.4K
|
30.3K
$1.34M
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
174New |
$5.46K - $5.81K
|
174
$7.71K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
124+ 0.84% |
$3.89K - $4.14K
|
14.8K
$657K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-185- 0.59% |
$5.81K - $6.18K
|
31.3K
$1.39M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-211- 0.59% |
$6.62K - $7.04K
|
35.4K
$1.57M
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-385Closed |
$12.1K - $12.9K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-419Closed |
$13.1K - $14K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-530- 0.83% |
$16.6K - $17.7K
|
63.5K
$2.81M
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-683- 3.87% |
$21.4K - $22.8K
|
17K
$752K
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1K- 10.6% |
$31.4K - $33.4K
|
8.44K
$374K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1KClosed |
$31.4K - $33.4K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 6.5% |
$31.5K - $33.5K
|
14.4K
$639K
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.62K- 54.34% |
$50.8K - $54.1K
|
1.36K
$60.3K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.96K- 8.87% |
$61.6K - $65.5K
|
20.2K
$894K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.42K- 4.35% |
$76K - $80.8K
|
53.3K
$2.36M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.19K- 14.59% |
$100K - $106K
|
18.7K
$827K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.25K- 9.95% |
$102K - $108K
|
29.4K
$1.3M
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-6.27K- 3.15% |
$197K - $209K
|
192K
$8.53M
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
SELL
|
- |
-8.67KClosed |
$272K - $290K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-9.5KClosed |
$298K - $317K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-11.6K- 24.0% |
$364K - $387K
|
36.7K
$1.63M
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-21.4K- 30.92% |
$673K - $716K
|
47.9K
$2.12M
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-2.22M- 99.96% |
$69.7M - $74.1M
|
866
$38.4K
|