Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.67K+ 26.64% |
$236K - $278K
|
26.9K
$1.32M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.27K+ 6.14% |
$52.9K - $62.5K
|
22K
$1.08M
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
154+ 1.44% |
$6.4K - $7.55K
|
10.9K
$533K
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
127+ 2.8% |
$5.28K - $6.23K
|
4.67K
$229K
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-301- 1.07% |
$12.5K - $14.8K
|
27.7K
$1.36M
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-662- 8.73% |
$27.5K - $32.5K
|
6.92K
$340K
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-796- 2.25% |
$33.1K - $39K
|
34.6K
$1.7M
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.23K- 21.25% |
$51K - $60.2K
|
4.55K
$223K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.14K- 9.66% |
$89.1K - $105K
|
20K
$984K
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-5.95K- 32.22% |
$247K - $292K
|
12.5K
$614K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.83K- 90.13% |
$284K - $335K
|
748
$36.7K
|