Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Buffer E (BMAR)

BMAR Quotes by TradingView

This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAR) 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 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
105K
New
$3.35M - $3.63M
105K $4.79M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
59.7K
+ 79.28%
$1.92M - $2.07M
135K $6.18M
May 12, 2023 Q1 2023
Wp Wealth LLP

Fort Worth, TX
BUY
 -
58.5K
New
$1.88M - $2.03M
58.5K $2.68M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
56.4K
+ 190.04%
$1.81M - $1.96M
86.1K $3.94M
Apr 13, 2023 Q1 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
45.5K
New
$1.46M - $1.58M
45.5K $2.08M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
25.9K
New
$830K - $897K
25.9K $1.19M
Apr 21, 2023 Q1 2023
My Personal Cfo, LLC

BUY
 -
24.2K
+ 219.8%
$776K - $839K
35.2K $1.61M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
23.5K
New
$754K - $815K
23.5K $1.08M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
14.1K
+ 37.47%
$452K - $488K
51.7K $2.37M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
13.9K
New
$446K - $482K
13.9K $636K
Apr 11, 2023 Q1 2023
Weaver Consulting Group

BUY
 -
12.3K
New
$394K - $426K
12.3K $563K
May 08, 2023 Q1 2023
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
9.82K
New
$315K - $340K
9.82K $450K
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
8.4K
New
$269K - $291K
8.4K $385K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
8.28K
+ 130.31%
$265K - $287K
14.6K $670K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
8.17K
+ 44.3%
$262K - $283K
26.6K $1.22M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
8.1K
+ 97.86%
$260K - $281K
16.4K $749K
Sep 11, 2024 Q1 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
8.08K
New
$259K - $280K
8.08K $370K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
7.21K
New
$231K - $250K
7.21K $330K
Apr 10, 2023 Q1 2023
Lantz Financial LLC

BUY
 -
7.2K
+ 97.64%
$231K - $249K
14.6K $667K
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

BUY
 -
6.89K
New
$221K - $239K
6.89K $315K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
6.68K
New
$214K - $231K
6.68K $306K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
6.51K
+ 73.21%
$209K - $226K
15.4K $705K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
6.44K
New
$207K - $223K
6.44K $295K
May 09, 2023 Q1 2023
Personal Cfo Solutions, LLC

BUY
 -
6.17K
New
$198K - $214K
6.17K $282K
Apr 14, 2023 Q1 2023
John W. Brooker & Co., Cp As

BUY
 -
6K
New
$192K - $208K
6K $275K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
5.88K
New
$189K - $204K
5.88K $269K
May 08, 2023 Q1 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
5.86K
+ 22.83%
$188K - $203K
31.6K $1.44M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
5.09K
+ 339.4%
$163K - $176K
6.59K $302K
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
5.01K
+ 48.65%
$161K - $174K
15.3K $700K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
4.89K
+ 9.74%
$157K - $169K
55.1K $2.52M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.84K
+ 11.84%
$155K - $168K
45.7K $2.09M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
2.78K
+ 22.0%
$89.3K - $96.5K
15.4K $707K
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
2.31K
+ 13.37%
$74.2K - $80.2K
19.6K $898K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1.1K
New
$35.3K - $38.1K
1.1K $50.4K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
820
New
$26.3K - $28.4K
820 $37.5K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
676
New
$21.7K - $23.4K
676 $30.9K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
500
New
$16K - $17.3K
500 $22.9K
May 12, 2023 Q1 2023
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
440
+ 1.36%
$14.1K - $15.3K
32.7K $1.5M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
331
+ 7.49%
$10.6K - $11.5K
4.75K $218K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
299
New
$9.59K - $10.4K
299 $13.7K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
176
New
$5.64K - $6.1K
176 $8.06K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
30
New
$962 - $1.04K
30 $1.37K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
10
+ 0.11%
$321 - $347
8.95K $410K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
9
New
$289 - $312
9 $412
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 17, 2023 Q1 2023
Integral Investment Advisors, Inc.

SELL
 -
-55
- 0.22%
$1.76K - $1.91K
24.8K $1.13M
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-71
- 0.55%
$2.28K - $2.46K
12.8K $584K
Apr 19, 2023 Q1 2023
Retirement Planning Group

SELL
 -
-92
- 0.69%
$2.95K - $3.19K
13.3K $607K
May 05, 2023 Q1 2023
Valtinson Bruner Financial Planning LLC

SELL
 -
-129
- 0.14%
$4.14K - $4.47K
91.1K $4.17M

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