Purchases and Sales Made in Q4 2023 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 2023. 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 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-863- 5.73% |
$28.9K - $32.5K
|
14.2K
$628K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-879- 2.23% |
$29.4K - $33.1K
|
38.5K
$1.71M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-1K- 14.81% |
$33.4K - $37.6K
|
5.75K
$255K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.12K- 3.41% |
$37.5K - $42.1K
|
31.7K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 6.45% |
$38.3K - $43.1K
|
16.6K
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.15K- 9.18% |
$38.5K - $43.3K
|
11.4K
$504K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.21K- 5.46% |
$40.4K - $45.5K
|
20.9K
$926K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.31K- 1.67% |
$43.9K - $49.4K
|
77.5K
$3.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.42K- 15.29% |
$47.4K - $53.3K
|
7.84K
$347K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.34K- 1.43% |
$78.1K - $87.9K
|
161K
$7.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.52K- 1.5% |
$84.2K - $94.8K
|
166K
$7.33M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.65K- 31.35% |
$88.5K - $99.6K
|
5.8K
$257K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.74K- 17.92% |
$91.8K - $103K
|
12.6K
$557K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.79K- 6.35% |
$194K - $218K
|
85.4K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.39K- 68.7% |
$214K - $240K
|
2.91K
$129K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.06K- 12.8% |
$303K - $341K
|
61.7K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.4K- 36.77% |
$348K - $391K
|
17.9K
$792K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-11.8K- 28.14% |
$396K - $446K
|
30.2K
$1.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-18.4K- 8.09% |
$614K - $691K
|
208K
$9.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-25.4K- 60.57% |
$849K - $955K
|
16.5K
$732K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.9K- 33.2% |
$966K - $1.09M
|
58.1K
$2.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-37.3K- 58.28% |
$1.25M - $1.4M
|
26.7K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.4K- 30.53% |
$1.82M - $2.05M
|
124K
$5.48M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-89.5K- 19.67% |
$2.99M - $3.37M
|
366K
$16.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-726K- 97.4% |
$24.3M - $27.3M
|
19.4K
$857K
|