Purchases and Sales Made in Q1 2025 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 2025. 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 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
10.4K+ 59.01% |
$468K - $496K
|
28K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9.01K+ 34.1% |
$405K - $430K
|
35.4K
$1.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
6.04KNew |
$272K - $288K
|
6.04K
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.54KNew |
$204K - $217K
|
4.54K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
180New |
$8.1K - $8.58K
|
180
$8.17K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
20+ 0.02% |
$900 - $954
|
115K
$5.22M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-105- 23.7% |
$4.72K - $5.01K
|
338
$15.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-371- 4.66% |
$16.7K - $17.7K
|
7.58K
$344K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-500- 5.68% |
$22.5K - $23.8K
|
8.3K
$377K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.65K- 36.28% |
$299K - $317K
|
11.7K
$530K
|