Purchases and Sales Made in Q2 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 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
|
- |
118K+ 50.21% |
$4.73M - $5.09M
|
352K
$16.4M
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.1K+ 10.56% |
$889K - $958K
|
232K
$10.8M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22KNew |
$882K - $951K
|
22K
$1.03M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.8K+ 13.44% |
$715K - $771K
|
150K
$7.02M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.5K+ 38.86% |
$662K - $713K
|
58.9K
$2.75M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.9KNew |
$600K - $646K
|
14.9K
$697K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.8K+ 3053.51% |
$593K - $639K
|
15.3K
$712K
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
14.4KNew |
$579K - $624K
|
14.4K
$673K
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
14.4KNew |
$577K - $622K
|
14.4K
$671K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14K+ 206.68% |
$562K - $606K
|
20.8K
$971K
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9.86K+ 2.7% |
$396K - $426K
|
374K
$17.5M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.7KNew |
$309K - $333K
|
7.7K
$360K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.14KNew |
$246K - $266K
|
6.14K
$287K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.89KNew |
$196K - $212K
|
4.89K
$228K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.87KNew |
$196K - $211K
|
4.87K
$228K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.76K+ 29.15% |
$191K - $206K
|
21.1K
$984K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.75KNew |
$191K - $205K
|
4.75K
$222K
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.15K+ 11.58% |
$126K - $136K
|
30.4K
$1.42M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.65KNew |
$106K - $115K
|
2.65K
$124K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.63K+ 33.85% |
$65.4K - $70.5K
|
6.44K
$301K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.55K+ 8.87% |
$62.1K - $66.9K
|
19K
$886K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.16K+ 19.55% |
$46.6K - $50.3K
|
7.11K
$332K
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
1K+ 12.35% |
$40.1K - $43.3K
|
9.09K
$425K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
593+ 1.28% |
$23.8K - $25.7K
|
47K
$2.2M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
500+ 1.12% |
$20.1K - $21.6K
|
45.2K
$2.11M
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
414+ 3.15% |
$16.6K - $17.9K
|
13.6K
$633K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
414+ 2.02% |
$16.6K - $17.9K
|
20.9K
$977K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
400New |
$16.1K - $17.3K
|
400
$18.7K
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
384+ 3.15% |
$15.4K - $16.6K
|
12.6K
$587K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
380New |
$15.3K - $16.4K
|
380
$17.7K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
287+ 0.93% |
$11.5K - $12.4K
|
31.3K
$1.46M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
262+ 1.0% |
$10.5K - $11.3K
|
26.5K
$1.24M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
211+ 1.41% |
$8.47K - $9.13K
|
15.2K
$710K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
174+ 0.68% |
$6.98K - $7.53K
|
25.6K
$1.2M
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
172+ 0.86% |
$6.9K - $7.44K
|
20.3K
$947K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
146+ 0.57% |
$5.86K - $6.32K
|
25.8K
$1.2M
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
74+ 0.58% |
$2.97K - $3.2K
|
12.9K
$600K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32+ 1.94% |
$1.28K - $1.38K
|
1.68K
$78.5K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
9+ 100.0% |
$361 - $389
|
18
$840
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.01% |
$161 - $173
|
35.5K
$1.66M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-21- 0.15% |
$843 - $908
|
13.7K
$638K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-112- 0.32% |
$4.5K - $4.85K
|
35.3K
$1.65M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-237- 4.3% |
$9.51K - $10.3K
|
5.27K
$246K
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-281- 0.22% |
$11.3K - $12.2K
|
129K
$6.04M
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-325- 2.05% |
$13K - $14.1K
|
15.5K
$726K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-381- 43.59% |
$15.3K - $16.5K
|
493
$23K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-604- 4.72% |
$24.2K - $26.1K
|
12.2K
$570K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-610- 2.23% |
$24.5K - $26.4K
|
26.8K
$1.25M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-740- 2.94% |
$29.7K - $32K
|
24.4K
$1.14M
|