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 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
492K+ 1496.59% |
$20.5M - $24.1M
|
525K
$26.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
231KNew |
$9.6M - $11.3M
|
231K
$11.8M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.9K+ 67.13% |
$2.07M - $2.45M
|
124K
$6.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.8K+ 125.76% |
$1.74M - $2.05M
|
75K
$3.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
19.3KNew |
$803K - $948K
|
19.3K
$986K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.4K+ 322.03% |
$682K - $804K
|
21.5K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8.73K+ 2.1% |
$363K - $428K
|
424K
$21.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.25KNew |
$260K - $307K
|
6.25K
$319K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.67K+ 26.64% |
$236K - $278K
|
26.9K
$1.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.55K+ 10.5% |
$231K - $272K
|
58.4K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.31K+ 10.36% |
$221K - $260K
|
56.5K
$2.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.42K+ 16.79% |
$184K - $217K
|
30.7K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.3KNew |
$179K - $211K
|
4.3K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
3.79KNew |
$157K - $186K
|
3.79K
$193K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.88K+ 2.18% |
$120K - $141K
|
135K
$6.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2K+ 4.86% |
$83.2K - $98.1K
|
43.2K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.27K+ 6.14% |
$52.9K - $62.5K
|
22K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.22KNew |
$50.5K - $59.6K
|
1.22K
$62K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.05K+ 70.77% |
$43.5K - $51.3K
|
2.52K
$129K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
700+ 8.43% |
$29.1K - $34.3K
|
9K
$459K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
494+ 14.8% |
$20.5K - $24.2K
|
3.83K
$195K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
458+ 2.58% |
$19K - $22.5K
|
18.2K
$930K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
321+ 19.08% |
$13.3K - $15.7K
|
2K
$102K
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
237+ 3.02% |
$9.85K - $11.6K
|
8.09K
$413K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
160+ 100.0% |
$6.65K - $7.85K
|
320
$16.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
154+ 1.44% |
$6.4K - $7.55K
|
10.9K
$554K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
127+ 2.8% |
$5.28K - $6.23K
|
4.67K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
80+ 0.54% |
$3.32K - $3.92K
|
14.9K
$761K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
64+ 1.09% |
$2.66K - $3.14K
|
5.95K
$303K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-36- 4.13% |
$1.5K - $1.77K
|
835
$42.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.67% |
$1.87K - $2.21K
|
6.69K
$341K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-57- 0.77% |
$2.37K - $2.8K
|
7.34K
$374K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-69- 2.96% |
$2.87K - $3.38K
|
2.26K
$115K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-90- 0.65% |
$3.74K - $4.41K
|
13.7K
$701K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-154- 0.68% |
$6.4K - $7.55K
|
22.5K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-165- 4.0% |
$6.86K - $8.09K
|
3.96K
$202K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-187- 2.14% |
$7.77K - $9.17K
|
8.55K
$436K
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-268- 1.32% |
$11.1K - $13.1K
|
20.1K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-301- 1.07% |
$12.5K - $14.8K
|
27.7K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-347- 0.97% |
$14.4K - $17K
|
35.4K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-359- 0.41% |
$14.9K - $17.6K
|
86.3K
$4.4M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-387- 1.35% |
$16.1K - $19K
|
28.3K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-447- 2.59% |
$18.6K - $21.9K
|
16.8K
$856K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-522- 4.17% |
$21.7K - $25.6K
|
12K
$612K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-625- 5.51% |
$26K - $30.7K
|
10.7K
$546K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-662- 8.73% |
$27.5K - $32.5K
|
6.92K
$353K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-796- 2.25% |
$33.1K - $39K
|
34.6K
$1.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Castellan Group
Louisville, KY |
SELL
|
- |
-800- 9.17% |
$33.2K - $39.2K
|
7.93K
$404K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-826- 0.59% |
$34.3K - $40.5K
|
139K
$7.09M
|