Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
46.9KNew |
$2.1M - $2.19M
|
46.9K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.8K+ 137.43% |
$1.51M - $1.58M
|
58.4K
$2.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.74KNew |
$391K - $408K
|
8.74K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.56K+ 32.64% |
$249K - $260K
|
22.6K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.4KNew |
$197K - $206K
|
4.4K
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.1K+ 7.61% |
$49.1K - $51.3K
|
15.5K
$734K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
865+ 4.1% |
$38.7K - $40.4K
|
22K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
130+ 0.64% |
$5.81K - $6.08K
|
20.4K
$966K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
100New |
$4.47K - $4.67K
|
100
$4.73K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
32+ 0.24% |
$1.43K - $1.5K
|
13.6K
$644K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 16.67% |
$1.12K - $1.17K
|
175
$8.28K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 0.13% |
$894 - $935
|
15.5K
$735K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.16% |
$983 - $1.03K
|
13.7K
$647K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-100- 7.07% |
$4.47K - $4.67K
|
1.31K
$62.2K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-210- 0.23% |
$9.39K - $9.82K
|
89.6K
$4.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-362- 6.1% |
$16.2K - $16.9K
|
5.58K
$264K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-400- 10.7% |
$17.9K - $18.7K
|
3.34K
$158K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-415- 3.56% |
$18.6K - $19.4K
|
11.2K
$532K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-485- 2.44% |
$21.7K - $22.7K
|
19.4K
$918K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-495- 1.41% |
$22.1K - $23.1K
|
34.7K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-950- 1.87% |
$42.5K - $44.4K
|
49.8K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.33K- 5.26% |
$59.5K - $62.2K
|
23.9K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.59K- 6.25% |
$70.8K - $74.1K
|
23.8K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3.23K- 3.94% |
$144K - $151K
|
78.7K
$3.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-3.27K- 23.91% |
$146K - $153K
|
10.4K
$492K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.67K- 0.95% |
$164K - $171K
|
383K
$18.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.13K- 2.91% |
$185K - $193K
|
138K
$6.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.68K- 16.51% |
$254K - $266K
|
28.7K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.35K- 28.62% |
$329K - $344K
|
18.3K
$867K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.4K- 8.66% |
$508K - $531K
|
120K
$5.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-12.4K- 61.31% |
$555K - $580K
|
7.83K
$371K
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-15.1K- 73.3% |
$677K - $707K
|
5.51K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.3K- 96.01% |
$772K - $807K
|
718
$34K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-19.1K- 42.0% |
$855K - $894K
|
26.4K
$1.25M
|