Purchases and Sales Made in Q4 2022 in Innovator U.S. Equity Buffer E (BJUL)

BJUL Quotes by TradingView

This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUL) during Q4 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
Feb 15, 2023 Q4 2022
Cerity Partners LLC

New York, NY
BUY
 -
1.22M
New
$35.3M - $39.2M
1.22M $55.1M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
102K
+ 38.4%
$2.97M - $3.29M
368K $16.7M
Feb 13, 2023 Q4 2022
Penserra Capital Management LLC

Orinda, CA
BUY
 -
40.6K
+ 73.39%
$1.18M - $1.31M
96K $4.35M
Feb 10, 2023 Q4 2022
Wealthquest Corp

Cincinnati, OH
BUY
 -
32.1K
+ 11.15%
$931K - $1.03M
320K $14.5M
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

BUY
 -
29.4K
+ 84.04%
$854K - $947K
64.4K $2.92M
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
29.1K
+ 2425.08%
$845K - $937K
30.3K $1.37M
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
26.5K
+ 119.07%
$769K - $852K
48.7K $2.2M
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
20.5K
New
$594K - $659K
20.5K $926K
Feb 14, 2023 Q4 2022
Global Trust Asset Management, LLC

BUY
 -
16K
New
$465K - $515K
16K $724K
Feb 13, 2023 Q4 2022
Berkshire Money Management, Inc.

BUY
 -
12.7K
New
$368K - $408K
12.7K $573K
Jan 27, 2023 Q4 2022
D.B. Root & Company, LLC

BUY
 -
8.57K
New
$249K - $276K
8.57K $388K
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
7.57K
New
$220K - $244K
7.57K $343K
Feb 10, 2023 Q4 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
6.78K
New
$197K - $218K
6.78K $307K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
6.23K
New
$181K - $201K
6.23K $282K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
5.49K
New
$159K - $177K
5.49K $249K
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

BUY
 -
4.58K
New
$133K - $148K
4.58K $208K
Jan 24, 2023 Q4 2022
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
4.27K
+ 20.97%
$124K - $137K
24.6K $1.11M
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
4.09K
New
$119K - $132K
4.09K $185K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.59K
+ 34.89%
$104K - $116K
13.9K $629K
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.35K
+ 8.83%
$97.2K - $108K
41.2K $1.87M
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
3.32K
+ 6.55%
$96.3K - $107K
53.9K $2.44M
Feb 02, 2023 Q4 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
2.3K
+ 13.18%
$66.8K - $74.1K
19.8K $894K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
2.1K
New
$60.9K - $67.5K
2.1K $95K
Jan 31, 2023 Q4 2022
Integral Investment Advisors, Inc.

BUY
 -
1.84K
+ 0.94%
$53.5K - $59.4K
197K $8.94M
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.73K
+ 3.85%
$50.3K - $55.8K
46.7K $2.11M
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1.67K
+ 13.13%
$48.6K - $53.9K
14.4K $653K
Jan 19, 2023 Q4 2022
Valtinson Bruner Financial Planning LLC

BUY
 -
1.26K
+ 1.56%
$36.5K - $40.4K
81.9K $3.71M
Jan 09, 2023 Q4 2022
Brookstone Capital Management

BUY
 -
577
+ 0.35%
$16.8K - $18.6K
165K $7.49M
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
265
+ 1.19%
$7.7K - $8.54K
22.5K $1.02M
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
88
+ 0.69%
$2.56K - $2.83K
12.8K $579K
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
10
New
$291 - $322
10 $453
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
10
New
$291 - $322
10 $453
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
6
New
$174 - $193
6 $272
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 10, 2023 Q4 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-11
- 0.15%
$320 - $354
7.25K $328K
Jan 11, 2023 Q4 2022
Arkadios Wealth Advisors

SELL
 -
-100
- 1.26%
$2.91K - $3.22K
7.86K $356K
Aug 13, 2024 Q4 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-400
- 16.67%
$11.6K - $12.9K
2K $90.6K
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-727
- 7.11%
$21.1K - $23.4K
9.5K $430K
Feb 01, 2023 Q4 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-759
- 55.85%
$22K - $24.4K
600 $27.2K
Feb 02, 2023 Q4 2022
Altfest L J & CO Inc

SELL
 -
-821
- 9.05%
$23.9K - $26.4K
8.25K $374K
Feb 03, 2023 Q4 2022
Dhjj Financial Advisors, Ltd.

SELL
 -
-1.35K
- 4.87%
$39.1K - $43.4K
26.3K $1.19M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-1.5K
- 10.41%
$43.6K - $48.3K
12.9K $584K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

SELL
 -
-1.7K
- 89.97%
$49.2K - $54.6K
189 $8.56K
Feb 02, 2023 Q4 2022
Alera Investment Advisors, LLC

SELL
 -
-1.83K
- 11.64%
$53.2K - $59K
13.9K $630K
Jan 19, 2023 Q4 2022
Delta Investment Management, LLC

SELL
 -
-2.62K
- 2.69%
$76.1K - $84.4K
94.9K $4.3M
Jan 24, 2023 Q4 2022
Kathmere Capital Management, LLC

Wayne, PA
SELL
 -
-3.77K
- 22.8%
$109K - $121K
12.8K $578K
Feb 08, 2023 Q4 2022
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-4K
- 26.69%
$116K - $129K
11K $497K
Jan 23, 2023 Q4 2022
Lantz Financial LLC

SELL
 -
-4.21K
- 18.38%
$122K - $135K
18.7K $845K
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-4.75K
- 14.9%
$138K - $153K
27.1K $1.23M

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