Purchases and Sales Made in Q2 2025 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 2025. 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 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.9K+ 193.34% |
$1.69M - $1.98M
|
71.2K
$3.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.2K+ 41.0% |
$1.67M - $1.95M
|
159K
$6.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.7K+ 87.3% |
$1.65M - $1.93M
|
98K
$4.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29.5K+ 40.51% |
$1.06M - $1.25M
|
102K
$4.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
26.8KNew |
$969K - $1.13M
|
26.8K
$1.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
24.6K+ 99.58% |
$887K - $1.04M
|
49.3K
$2.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
17.3K+ 114.51% |
$626K - $732K
|
32.5K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
13.6KNew |
$493K - $576K
|
13.6K
$587K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
13.6KNew |
$489K - $572K
|
13.6K
$582K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.1KNew |
$473K - $553K
|
13.1K
$564K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
12.1K+ 86.52% |
$438K - $513K
|
26.2K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.1K+ 6.47% |
$400K - $468K
|
183K
$7.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.6K+ 106.16% |
$310K - $363K
|
16.7K
$717K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
8.19K+ 75.15% |
$295K - $345K
|
19.1K
$820K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8.01K+ 12.63% |
$289K - $338K
|
71.4K
$3.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.12KNew |
$221K - $258K
|
6.12K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.05K+ 35.09% |
$218K - $255K
|
23.3K
$1M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.6KNew |
$202K - $236K
|
5.6K
$241K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.53K+ 62.31% |
$200K - $233K
|
14.4K
$619K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.47KNew |
$197K - $231K
|
5.47K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.99KNew |
$180K - $211K
|
4.99K
$215K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4.95KNew |
$179K - $209K
|
4.95K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.44K+ 13.17% |
$160K - $187K
|
38.2K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.95K+ 9.77% |
$143K - $167K
|
44.4K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.76K+ 55.68% |
$136K - $159K
|
10.5K
$452K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.72K+ 14.52% |
$98.1K - $115K
|
21.4K
$921K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.3K+ 36.19% |
$82.9K - $96.9K
|
8.64K
$371K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.27KNew |
$81.7K - $95.6K
|
2.27K
$97.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2.09K+ 15.17% |
$75.2K - $88K
|
15.8K
$680K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.8K+ 9.39% |
$65K - $76K
|
21K
$902K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.1K+ 3.05% |
$39.5K - $46.2K
|
37K
$1.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
918+ 83.68% |
$33.1K - $38.7K
|
2.02K
$86.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
700New |
$25.3K - $29.5K
|
700
$30.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
37+ 43.53% |
$1.34K - $1.56K
|
122
$5.24K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15- 0.12% |
$541 - $633
|
12.1K
$520K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-32- 0.24% |
$1.15K - $1.35K
|
13.1K
$565K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-64- 0.69% |
$2.31K - $2.7K
|
9.23K
$397K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-75- 1.05% |
$2.71K - $3.17K
|
7.1K
$305K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-264- 0.78% |
$9.53K - $11.1K
|
33.6K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-725- 6.22% |
$26.2K - $30.6K
|
10.9K
$470K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-790- 1.91% |
$28.5K - $33.3K
|
40.5K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-903- 7.54% |
$32.6K - $38.1K
|
11.1K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-971- 2.16% |
$35K - $41K
|
44.1K
$1.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-984- 5.1% |
$35.5K - $41.5K
|
18.3K
$787K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.36K- 18.95% |
$49.2K - $57.5K
|
5.83K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.45K- 40.47% |
$52.4K - $61.2K
|
2.13K
$91.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.76K- 13.13% |
$63.4K - $74.1K
|
11.6K
$500K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.21K- 31.21% |
$116K - $135K
|
7.07K
$304K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.8K- 25.56% |
$173K - $202K
|
14K
$601K
|