Purchases and Sales Made in Q2 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
380K+ 3948.69% |
$13.4M - $14.4M
|
389K
$15.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
77.1K+ 251.54% |
$2.72M - $2.93M
|
108K
$4.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.5K+ 35.31% |
$1.11M - $1.2M
|
121K
$4.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.8K+ 25.48% |
$1.02M - $1.09M
|
142K
$5.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
23.4KNew |
$829K - $891K
|
23.4K
$944K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.1K+ 9.01% |
$781K - $840K
|
267K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.8KNew |
$417K - $448K
|
11.8K
$475K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10K+ 94.69% |
$354K - $381K
|
20.6K
$830K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
8.85KNew |
$313K - $336K
|
8.85K
$357K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.61K+ 23.0% |
$304K - $327K
|
46K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.81K+ 20.16% |
$276K - $297K
|
46.6K
$1.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.9KNew |
$244K - $262K
|
6.9K
$278K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.17K+ 22.33% |
$218K - $235K
|
33.8K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.1KNew |
$216K - $232K
|
6.1K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.08KNew |
$215K - $231K
|
6.08K
$245K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.5KNew |
$195K - $209K
|
5.5K
$222K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
5.2K+ 52.24% |
$184K - $198K
|
15.1K
$610K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.72K+ 81.43% |
$132K - $142K
|
8.3K
$334K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.87K+ 19.37% |
$101K - $109K
|
17.7K
$712K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.78K+ 19.7% |
$98.4K - $106K
|
16.9K
$681K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.66K+ 32.21% |
$94.2K - $101K
|
10.9K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.66K+ 9.51% |
$94.2K - $101K
|
30.7K
$1.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.34K+ 12.05% |
$82.9K - $89.1K
|
21.8K
$878K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.19K+ 28.42% |
$77.5K - $83.3K
|
9.91K
$399K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.18K+ 11.9% |
$76.9K - $82.7K
|
20.4K
$824K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.04K+ 7.37% |
$72.2K - $77.7K
|
29.8K
$1.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.8K+ 12.12% |
$63.6K - $68.4K
|
16.6K
$671K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.75K+ 19.53% |
$62K - $66.7K
|
10.7K
$433K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.58K+ 13.3% |
$55.8K - $59.9K
|
13.4K
$541K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.54KNew |
$54.5K - $58.6K
|
1.54K
$62.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.53K+ 36.88% |
$54K - $58K
|
5.67K
$228K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.51K+ 10.71% |
$53.2K - $57.2K
|
15.6K
$627K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.11K+ 7.14% |
$39.1K - $42K
|
16.6K
$669K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.04K+ 55.81% |
$36.8K - $39.6K
|
2.91K
$117K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
995+ 1.58% |
$35.2K - $37.8K
|
64K
$2.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
525+ 0.37% |
$18.6K - $20K
|
142K
$5.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
521+ 7.35% |
$18.4K - $19.8K
|
7.61K
$307K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
313+ 2.93% |
$11.1K - $11.9K
|
11K
$442K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
97New |
$3.43K - $3.69K
|
97
$3.91K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15- 0.12% |
$530 - $570
|
12.2K
$490K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-25- 0.06% |
$884 - $950
|
44K
$1.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-61- 0.22% |
$2.16K - $2.32K
|
27.1K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-169- 86.67% |
$5.98K - $6.42K
|
26
$1.05K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-558- 4.33% |
$19.7K - $21.2K
|
12.3K
$497K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-560- 37.58% |
$19.8K - $21.3K
|
930
$37.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-712- 9.8% |
$25.2K - $27.1K
|
6.56K
$264K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-822- 2.62% |
$29.1K - $31.2K
|
30.6K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1K- 6.32% |
$35.4K - $38K
|
14.8K
$597K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.14K- 3.78% |
$40.4K - $43.4K
|
29.1K
$1.17M
|