Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
116K+ 3216.99% |
$3.62M - $3.87M
|
120K
$4.79M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
48.5KNew |
$1.51M - $1.61M
|
48.5K
$1.94M
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
22KNew |
$686K - $732K
|
22K
$881K
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
21.3KNew |
$664K - $709K
|
21.3K
$852K
|
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
18.7KNew |
$583K - $622K
|
18.7K
$748K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
8.44K+ 26.15% |
$263K - $281K
|
40.7K
$1.63M
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
7.36KNew |
$229K - $245K
|
7.36K
$294K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
2.55KNew |
$79.4K - $84.7K
|
2.55K
$102K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2K+ 646.45% |
$62.5K - $66.7K
|
2.31K
$92.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.85K+ 20.49% |
$57.5K - $61.4K
|
10.9K
$434K
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.62K+ 4.45% |
$50.5K - $53.9K
|
38K
$1.52M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.06K+ 14.11% |
$33.1K - $35.4K
|
8.6K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
500New |
$15.6K - $16.6K
|
500
$20K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
361New |
$11.3K - $12K
|
361
$14.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47- 0.7% |
$1.46K - $1.56K
|
6.66K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-78- 2.4% |
$2.43K - $2.59K
|
3.18K
$127K
|
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-99- 0.33% |
$3.09K - $3.29K
|
29.6K
$1.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-211- 1.94% |
$6.58K - $7.02K
|
10.7K
$426K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-216- 2.15% |
$6.73K - $7.18K
|
9.83K
$393K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-284- 2.29% |
$8.85K - $9.45K
|
12.1K
$484K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-325- 5.78% |
$10.1K - $10.8K
|
5.3K
$212K
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-330- 2.02% |
$10.3K - $11K
|
16K
$639K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-410- 1.45% |
$12.8K - $13.6K
|
27.8K
$1.11M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-414- 0.76% |
$12.9K - $13.8K
|
54.2K
$2.17M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-492- 5.49% |
$15.3K - $16.4K
|
8.46K
$339K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
SELL
|
- |
-492- 3.11% |
$15.3K - $16.4K
|
15.3K
$614K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-500- 4.81% |
$15.6K - $16.6K
|
9.89K
$396K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-530- 1.49% |
$16.5K - $17.6K
|
35.1K
$1.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-750- 1.89% |
$23.4K - $24.9K
|
39K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-761Closed |
$23.7K - $25.3K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-862- 1.04% |
$26.9K - $28.7K
|
81.8K
$3.27M
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.75K- 3.01% |
$54.5K - $58.2K
|
56.4K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.78KClosed |
$55.4K - $59.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.97K- 23.56% |
$61.4K - $65.6K
|
6.39K
$256K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.27K- 11.17% |
$70.8K - $75.5K
|
18.1K
$722K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.62K- 66.53% |
$81.6K - $87.1K
|
1.32K
$52.7K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 8.48% |
$93K - $99.3K
|
32.2K
$1.29M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.25K- 8.88% |
$101K - $108K
|
33.4K
$1.34M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.39KClosed |
$230K - $246K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.1KClosed |
$314K - $335K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11K- 21.7% |
$344K - $367K
|
39.9K
$1.59M
|