Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Buffer E (BMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.37K+ 38.13% |
$132K - $140K
|
12.2K
$558K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.2K+ 22.18% |
$126K - $133K
|
17.6K
$807K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$65.4K - $69.3K
|
1.66K
$76.2K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.65KNew |
$64.8K - $68.8K
|
1.65K
$75.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.25K+ 25.0% |
$49.1K - $52.1K
|
6.25K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.23K+ 10.61% |
$48.2K - $51.1K
|
12.8K
$585K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
983+ 10.98% |
$38.6K - $41K
|
9.94K
$455K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
971+ 14.1% |
$38.1K - $40.5K
|
7.86K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
900+ 15.79% |
$35.4K - $37.5K
|
6.6K
$302K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
899+ 3.39% |
$35.3K - $37.5K
|
27.4K
$1.25M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
890+ 36.36% |
$35K - $37.1K
|
3.34K
$153K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
486+ 1.08% |
$19.1K - $20.3K
|
45.6K
$2.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
449+ 2.24% |
$17.6K - $18.7K
|
20.5K
$939K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
235New |
$9.23K - $9.79K
|
235
$10.8K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
183+ 4.79% |
$7.19K - $7.63K
|
4K
$183K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
180New |
$7.07K - $7.5K
|
180
$8.24K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
160New |
$6.28K - $6.67K
|
160
$7.32K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
150New |
$5.89K - $6.25K
|
150
$6.87K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
9New |
$354 - $375
|
9
$412
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-76- 8.0% |
$2.99K - $3.17K
|
874
$40K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-95- 1.7% |
$3.73K - $3.96K
|
5.51K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-116- 2.11% |
$4.56K - $4.83K
|
5.39K
$247K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-346- 1.47% |
$13.6K - $14.4K
|
23.3K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-551- 1.53% |
$21.6K - $23K
|
35.5K
$1.62M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-640- 1.45% |
$25.1K - $26.7K
|
43.4K
$1.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-958- 10.58% |
$37.6K - $39.9K
|
8.09K
$371K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.5K- 13.94% |
$58.9K - $62.5K
|
9.26K
$424K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.32K- 12.76% |
$91.2K - $96.7K
|
15.9K
$727K
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.8K- 9.26% |
$110K - $117K
|
27.4K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.86K- 20.16% |
$112K - $119K
|
11.3K
$519K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4.51K- 5.22% |
$177K - $188K
|
81.9K
$3.75M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.39K- 13.65% |
$251K - $266K
|
40.4K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.46K- 95.13% |
$371K - $394K
|
484
$22.2K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-11.3K- 34.87% |
$443K - $470K
|
21K
$963K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.8K- 96.83% |
$581K - $616K
|
484
$22.2K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-16.4K- 70.75% |
$644K - $683K
|
6.78K
$310K
|