Institutional Ownership Innovator U.S. Equity Buffer E (BMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAY). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 2.43 Million shares, which have been reported (via 13F filing form) to have a value of $97.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,184
shares
|
$447,360
0.05% of portfolio
|
Q1 2023
Reduced 8.09%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
11,183
shares
|
$447,320
0.01% of portfolio
|
Q3 2024
Reduced 97.13%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
10,913
shares
|
$436,520
0.12% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
9,879
shares
|
$395,160
0.0% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
9,800
shares
|
$392,000
0.16% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
9,391
shares
|
$375,640
0.19% of portfolio
|
Q1 2024
Reduced 3.75%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
9,220
shares
|
$368,800
0.27% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
8,850
shares
|
$354,000
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
8,700
shares
|
$348,000
0.18% of portfolio
|
Q3 2023
Reduced 31.5%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
7,580
shares
|
$303,200
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,558
shares
|
$302,320
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
7,302
shares
|
$292,080
0.03% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
6,947
shares
|
$277,880
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,760
shares
|
$270,400
0.01% of portfolio
|
Q2 2024
Reduced 57.04%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
6,620
shares
|
$264,800
0.07% of portfolio
|
Q4 2023
Reduced 1.49%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
6,557
shares
|
$262,280
0.03% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
6,102
shares
|
$244,080
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
5,739
shares
|
$229,560
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
5,667
shares
|
$226,680
0.01% of portfolio
|
Q2 2024
Added 36.88%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,647
shares
|
$225,880
0.0% of portfolio
|
Q3 2024
Reduced 85.1%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
5,138
shares
|
$205,520
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
5,085
shares
|
$203,400
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 15, 2024 Q3 2024 |
4,880
shares
|
$195,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,294
shares
|
$171,760
0.01% of portfolio
|
Q4 2023
Reduced 31.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,909
shares
|
$116,360
0.0% of portfolio
|
Q2 2024
Added 55.81%
|