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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-828- 1.05% |
$34.4K - $40.6K
|
77.7K
$3.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.22K- 7.2% |
$50.7K - $59.8K
|
15.7K
$802K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.23K- 21.25% |
$51K - $60.2K
|
4.55K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.48K- 3.75% |
$61.4K - $72.4K
|
37.9K
$1.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.06K- 17.77% |
$85.6K - $101K
|
9.53K
$486K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.14K- 9.66% |
$89.1K - $105K
|
20K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.18K- 50.86% |
$90.8K - $107K
|
2.11K
$108K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.95K- 40.16% |
$123K - $145K
|
4.4K
$224K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.07K- 8.1% |
$128K - $151K
|
34.9K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.7K- 12.76% |
$237K - $280K
|
39K
$1.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-5.95K- 32.22% |
$247K - $292K
|
12.5K
$639K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-6.02K- 10.84% |
$250K - $295K
|
49.5K
$2.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.83K- 90.13% |
$284K - $335K
|
748
$38.2K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 11.06% |
$472K - $557K
|
91.3K
$4.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-23.6K- 20.53% |
$982K - $1.16M
|
91.5K
$4.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.4K- 74.34% |
$1.3M - $1.54M
|
10.8K
$553K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-32.6K- 8.4% |
$1.36M - $1.6M
|
356K
$18.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-67.3K- 47.49% |
$2.8M - $3.3M
|
74.4K
$3.79M
|