Purchases and Sales Made in Q2 2021 in Innovator U.S. Equity Buffer E (BMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BMAY) during Q2 2021. 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 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
223K+ 680.39% |
$6.65M - $6.95M
|
256K
$9.81M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
209KNew |
$6.24M - $6.52M
|
209K
$8.03M
|
|
Jul 28, 2021
Q2 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
59.1KNew |
$1.76M - $1.84M
|
59.1K
$2.27M
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
56.7KNew |
$1.69M - $1.77M
|
56.7K
$2.18M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
56.1KNew |
$1.67M - $1.75M
|
56.1K
$2.15M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.2K+ 407.49% |
$1.53M - $1.6M
|
63.8K
$2.45M
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
39.6KNew |
$1.18M - $1.24M
|
39.6K
$1.52M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.7KNew |
$1.16M - $1.21M
|
38.7K
$1.49M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37KNew |
$1.1M - $1.15M
|
37K
$1.42M
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36.2KNew |
$1.08M - $1.13M
|
36.2K
$1.39M
|
|
Aug 13, 2021
Q2 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
30.9KNew |
$920K - $961K
|
30.9K
$1.18M
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
28.3KNew |
$843K - $881K
|
28.3K
$1.09M
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
26.7KNew |
$795K - $831K
|
26.7K
$1.02M
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
23.2KNew |
$693K - $724K
|
23.2K
$892K
|
|
Aug 13, 2021
Q2 2021
|
Sageworth Trust CO
|
BUY
|
- |
23.2KNew |
$692K - $723K
|
23.2K
$890K
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
17.8KNew |
$531K - $555K
|
17.8K
$684K
|
|
Aug 09, 2021
Q2 2021
|
Orion Capital Management LLC
|
BUY
|
- |
17KNew |
$507K - $530K
|
17K
$653K
|
|
Aug 05, 2021
Q2 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
16.2KNew |
$483K - $505K
|
16.2K
$622K
|
|
Jul 21, 2021
Q2 2021
|
Bcs Wealth Management
|
BUY
|
- |
15.8KNew |
$472K - $493K
|
15.8K
$608K
|
|
Jul 29, 2021
Q2 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
14.8K+ 56.44% |
$442K - $462K
|
41.1K
$1.58M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.2KNew |
$422K - $441K
|
14.2K
$544K
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.8KNew |
$380K - $397K
|
12.8K
$489K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.6KNew |
$374K - $391K
|
12.6K
$482K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12KNew |
$358K - $374K
|
12K
$461K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.9KNew |
$324K - $339K
|
10.9K
$417K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.4KNew |
$310K - $324K
|
10.4K
$399K
|
|
Jul 19, 2021
Q2 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10.1KNew |
$300K - $314K
|
10.1K
$386K
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
10.1KNew |
$300K - $313K
|
10.1K
$386K
|
|
Aug 11, 2021
Q2 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
9.99KNew |
$298K - $311K
|
9.99K
$383K
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.19KNew |
$274K - $286K
|
9.19K
$353K
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8.93KNew |
$266K - $278K
|
8.93K
$343K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.63KNew |
$257K - $269K
|
8.63K
$331K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.44KNew |
$222K - $232K
|
7.44K
$285K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
7.39KNew |
$220K - $230K
|
7.39K
$284K
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.67K+ 487.46% |
$139K - $145K
|
5.62K
$216K
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.61KNew |
$108K - $113K
|
3.61K
$139K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.47K+ 49.12% |
$103K - $108K
|
10.5K
$404K
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.26KNew |
$97.1K - $101K
|
3.26K
$125K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.34KNew |
$69.6K - $72.7K
|
2.34K
$89.6K
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.88KNew |
$56K - $58.6K
|
1.88K
$72.1K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.09KNew |
$32.4K - $33.9K
|
1.09K
$41.7K
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
761New |
$22.7K - $23.7K
|
761
$29.2K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
640New |
$19.1K - $19.9K
|
640
$24.6K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
338New |
$10.1K - $10.5K
|
338
$13K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-653Closed |
$19.5K - $20.3K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.25KClosed |
$216K - $226K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-14.4KClosed |
$429K - $448K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.9K- 67.27% |
$534K - $558K
|
8.71K
$334K
|
|
Aug 12, 2021
Q2 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-24.7KClosed |
$735K - $769K
|
0
$0
|