Purchases and Sales Made in Q2 2022 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 2022. 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 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.86MNew |
$51.4M - $61.3M
|
1.86M
$74.4M
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
354K+ 654.37% |
$9.78M - $11.7M
|
408K
$16.3M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
188KNew |
$5.21M - $6.22M
|
188K
$7.54M
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
BUY
|
- |
165K+ 340.35% |
$4.56M - $5.44M
|
213K
$8.54M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
163KNew |
$4.51M - $5.38M
|
163K
$6.53M
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
140KNew |
$3.86M - $4.6M
|
140K
$5.58M
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
118KNew |
$3.26M - $3.89M
|
118K
$4.72M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
99K+ 2739.0% |
$2.74M - $3.26M
|
103K
$4.1M
|
|
Aug 12, 2022
Q2 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
76.9K+ 263.27% |
$2.13M - $2.54M
|
106K
$4.24M
|
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
59.1KNew |
$1.63M - $1.95M
|
59.1K
$2.36M
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
50.3KNew |
$1.39M - $1.66M
|
50.3K
$2.01M
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
43.8KNew |
$1.21M - $1.45M
|
43.8K
$1.75M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38KNew |
$1.05M - $1.25M
|
38K
$1.52M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.2K+ 20.37% |
$973K - $1.16M
|
208K
$8.32M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
29.9KNew |
$826K - $985K
|
29.9K
$1.19M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.9K+ 83.57% |
$771K - $920K
|
61.3K
$2.45M
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
26.6KNew |
$735K - $877K
|
26.6K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
24.3K+ 126.41% |
$670K - $800K
|
43.4K
$1.74M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.6K+ 240.18% |
$652K - $778K
|
33.4K
$1.34M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.8KNew |
$630K - $752K
|
22.8K
$912K
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
18.7K+ 80.51% |
$516K - $616K
|
41.9K
$1.68M
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
18.5KNew |
$511K - $610K
|
18.5K
$739K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.4KNew |
$480K - $573K
|
17.4K
$694K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6KNew |
$321K - $382K
|
11.6K
$464K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10.4KNew |
$287K - $342K
|
10.4K
$415K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.1KNew |
$279K - $333K
|
10.1K
$404K
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
9.49KNew |
$262K - $313K
|
9.49K
$380K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.4KNew |
$232K - $277K
|
8.4K
$336K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.84KNew |
$217K - $259K
|
7.84K
$314K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.43KNew |
$205K - $245K
|
7.43K
$297K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.28KNew |
$201K - $240K
|
7.28K
$291K
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
7.25K+ 47.22% |
$200K - $239K
|
22.6K
$904K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
7.2KNew |
$199K - $237K
|
7.2K
$288K
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
6.92K+ 63.33% |
$191K - $228K
|
17.9K
$714K
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.72K+ 35.78% |
$158K - $188K
|
21.7K
$867K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.66K+ 71.79% |
$156K - $187K
|
13.5K
$541K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.16K+ 11.74% |
$143K - $170K
|
49.2K
$1.97M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5K+ 55.44% |
$138K - $165K
|
14K
$561K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.94K+ 58.11% |
$137K - $163K
|
13.4K
$538K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
4.91K+ 21.81% |
$136K - $162K
|
27.4K
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.85KNew |
$106K - $127K
|
3.85K
$154K
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.67K+ 36.49% |
$102K - $121K
|
13.7K
$550K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.55K+ 11.1% |
$98.1K - $117K
|
35.5K
$1.42M
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3.3KNew |
$91.2K - $109K
|
3.3K
$132K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.41KNew |
$66.6K - $79.4K
|
2.41K
$96.4K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.4K+ 1714.29% |
$66.3K - $79.2K
|
2.54K
$102K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.38K+ 22.65% |
$65.7K - $78.4K
|
12.9K
$515K
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.19K+ 4.16% |
$60.6K - $72.3K
|
54.8K
$2.19M
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
1.7K+ 11.33% |
$47K - $56.1K
|
16.7K
$668K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.03KNew |
$28.6K - $34.1K
|
1.03K
$41.3K
|