Institutional Ownership Innovator U.S. Equity Buffer E (BMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAR). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 2.62 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
4,857
shares
|
$222,353
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,820
shares
|
$220,659
0.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
4,810
shares
|
$220,201
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
4,750
shares
|
$217,455
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,168
shares
|
$190,811
0.0% of portfolio
|
Q1 2024
Added 1293.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,001
shares
|
$183,165
0.01% of portfolio
|
Q1 2024
Added 4.79%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,338
shares
|
$152,813
0.01% of portfolio
|
Q1 2024
Added 36.36%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
2,651
shares
|
$121,362
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,775
shares
|
$81,259
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,682
shares
|
$77,001
0.0% of portfolio
|
Q2 2024
Added 1.94%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,414
shares
|
$64,732
0.01% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$50,358
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,001
shares
|
$45,825
0.0% of portfolio
|
Q3 2024
Added 163.42%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
946
shares
|
$43,307
0.03% of portfolio
|
Q3 2024
Reduced 45.06%
|
|
|
Barclays PLC
London, X0 |
Nov 15, 2024 Q3 2024 |
861
shares
|
$39,416
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
500
shares
|
$22,890
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
479
shares
|
$21,928
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
446
shares
|
$20,417
0.0% of portfolio
|
Q3 2024
Reduced 44.39%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
443
shares
|
$20,280
0.0% of portfolio
|
Q4 2023
Reduced 34.47%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
400
shares
|
$18,312
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
180
shares
|
$8,240
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
160
shares
|
$7,324
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
150
shares
|
$6,867
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
18
shares
|
$824
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|