Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Buffer E (BJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUN) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.97M+ 1539.39% |
$59.9M - $64M
|
2.1M
$82.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
132K+ 1606.69% |
$4M - $4.27M
|
140K
$5.46M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
32.5KNew |
$988K - $1.06M
|
32.5K
$1.27M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.93K+ 32.24% |
$302K - $322K
|
40.7K
$1.59M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.41KNew |
$286K - $305K
|
9.41K
$368K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.9KNew |
$270K - $289K
|
8.9K
$348K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
8.67KNew |
$263K - $281K
|
8.67K
$339K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.08KNew |
$215K - $230K
|
7.08K
$277K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
6.44KNew |
$195K - $209K
|
6.44K
$252K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.24K+ 8.99% |
$129K - $137K
|
51.4K
$2.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.74K+ 11.95% |
$83.3K - $89K
|
25.7K
$1M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.21KNew |
$67.1K - $71.7K
|
2.21K
$86.4K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.69K+ 2.5% |
$51.2K - $54.7K
|
69.1K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.26KNew |
$38.3K - $40.9K
|
1.26K
$49.3K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.16K+ 8.32% |
$35.1K - $37.5K
|
15K
$588K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
975+ 77.69% |
$29.6K - $31.6K
|
2.23K
$87.2K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
535New |
$16.2K - $17.4K
|
535
$20.9K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$15.2K - $16.2K
|
500
$19.6K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
305+ 1.55% |
$9.26K - $9.89K
|
20K
$780K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
190+ 0.95% |
$5.77K - $6.16K
|
20.3K
$793K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
90+ 1.36% |
$2.73K - $2.92K
|
6.72K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-45- 0.18% |
$1.37K - $1.46K
|
24.8K
$969K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-82- 0.89% |
$2.49K - $2.66K
|
9.08K
$355K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-93- 1.17% |
$2.82K - $3.02K
|
7.85K
$307K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-106- 0.33% |
$3.22K - $3.44K
|
31.7K
$1.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-193- 1.93% |
$5.86K - $6.26K
|
9.82K
$384K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-267- 0.37% |
$8.11K - $8.66K
|
71.2K
$2.78M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-358- 4.27% |
$10.9K - $11.6K
|
8.02K
$314K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-400- 1.87% |
$12.1K - $13K
|
20.9K
$819K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-945- 4.07% |
$28.7K - $30.7K
|
22.3K
$872K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.03K- 62.39% |
$31.2K - $33.3K
|
619
$24.2K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.32K- 5.77% |
$39.9K - $42.7K
|
21.5K
$840K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.8K- 18.91% |
$54.5K - $58.3K
|
7.7K
$301K
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.97K- 4.3% |
$60K - $64K
|
44K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.23K- 25.68% |
$67.8K - $72.4K
|
6.46K
$253K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.4K- 75.38% |
$72.9K - $77.9K
|
784
$30.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.7K- 5.52% |
$82K - $87.6K
|
46.2K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.17K- 65.14% |
$96.2K - $103K
|
1.7K
$66.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.26K- 7.88% |
$98.9K - $106K
|
38.1K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-6.2K- 15.12% |
$188K - $201K
|
34.8K
$1.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6.23K- 6.45% |
$189K - $202K
|
90.4K
$3.53M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.25K- 8.38% |
$281K - $300K
|
101K
$3.95M
|