Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
377K+ 3560.88% |
$13.9M - $14.7M
|
387K
$15.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
257K+ 3346.66% |
$9.53M - $10.1M
|
265K
$10.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
160KNew |
$5.91M - $6.24M
|
160K
$6.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
106K+ 200.37% |
$3.94M - $4.17M
|
160K
$6.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
97.9KNew |
$3.62M - $3.83M
|
97.9K
$3.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
46KNew |
$1.71M - $1.8M
|
46K
$1.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.8K+ 133.31% |
$1.58M - $1.67M
|
74.9K
$2.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
33.9KNew |
$1.26M - $1.33M
|
33.9K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.1K+ 50.53% |
$931K - $984K
|
74.9K
$2.93M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.4KNew |
$905K - $956K
|
24.4K
$955K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21.7K+ 9.35% |
$804K - $850K
|
254K
$9.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21K+ 99.86% |
$777K - $821K
|
42K
$1.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.3K+ 239.41% |
$753K - $796K
|
28.8K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19.4K+ 1193.54% |
$718K - $759K
|
21K
$822K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19KNew |
$702K - $742K
|
19K
$741K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.6K+ 153.44% |
$614K - $648K
|
27.4K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.8K+ 13.0% |
$549K - $580K
|
129K
$5.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.9KNew |
$516K - $545K
|
13.9K
$545K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
10.9KNew |
$404K - $427K
|
10.9K
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8KNew |
$296K - $313K
|
8K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.78KNew |
$251K - $265K
|
6.78K
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.04KNew |
$224K - $236K
|
6.04K
$236K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
6.01K+ 198.42% |
$223K - $235K
|
9.04K
$354K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.22KNew |
$193K - $204K
|
5.22K
$204K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.13KNew |
$190K - $201K
|
5.13K
$200K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.02K+ 21.83% |
$186K - $196K
|
28K
$1.09M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5K+ 22.43% |
$185K - $196K
|
27.3K
$1.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.87K+ 100.56% |
$180K - $191K
|
9.72K
$380K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.02K+ 40.02% |
$149K - $157K
|
14.1K
$550K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.63K+ 24.61% |
$134K - $142K
|
18.4K
$719K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.63K+ 35.66% |
$134K - $142K
|
13.8K
$540K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.03K+ 11.07% |
$112K - $118K
|
30.4K
$1.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.02K+ 488.21% |
$112K - $118K
|
3.64K
$142K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.01K+ 56.45% |
$111K - $118K
|
8.35K
$326K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.51K+ 10.39% |
$92.8K - $98K
|
26.6K
$1.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.55K+ 12.78% |
$57.3K - $60.6K
|
13.7K
$534K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.18K+ 11.14% |
$43.8K - $46.3K
|
11.8K
$462K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.05K+ 2.55% |
$38.9K - $41.1K
|
42.2K
$1.65M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
815+ 3.98% |
$30.2K - $31.9K
|
21.3K
$832K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
713New |
$26.4K - $27.9K
|
713
$27.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
598+ 16.36% |
$22.1K - $23.4K
|
4.25K
$166K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
409+ 1.31% |
$15.1K - $16K
|
31.7K
$1.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
315+ 2.21% |
$11.7K - $12.3K
|
14.6K
$570K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
154+ 0.95% |
$5.7K - $6.03K
|
16.3K
$637K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
125+ 0.45% |
$4.63K - $4.89K
|
28K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
118+ 0.99% |
$4.37K - $4.62K
|
12.1K
$472K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
100New |
$3.7K - $3.91K
|
100
$3.91K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
94+ 100.0% |
$3.48K - $3.68K
|
188
$7.35K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-140- 1.05% |
$5.18K - $5.48K
|
13.2K
$516K
|