Institutional Ownership Innovator U.S. Equity Buffer E (BOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BOCT). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 3.62 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
23,849
shares
|
$1.04 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
23,724
shares
|
$1.03 Million
0.25% of portfolio
|
Q3 2024
Added 18.35%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
22,303
shares
|
$969,957
0.24% of portfolio
|
Q3 2024
Reduced 43.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
22,100
shares
|
$961,129
0.05% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,890
shares
|
$865,016
0.0% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
19,052
shares
|
$828,571
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
18,300
shares
|
$795,867
0.45% of portfolio
|
Q3 2023
Added 19.61%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
18,014
shares
|
$783,428
0.34% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
17,771
shares
|
$772,860
0.21% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
17,356
shares
|
$754,812
0.02% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
17,135
shares
|
$745,201
0.05% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
15,064
shares
|
$655,133
0.0% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
14,506
shares
|
$630,865
0.02% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
14,278
shares
|
$620,950
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
13,855
shares
|
$602,553
0.0% of portfolio
|
Q3 2022
Added 3.74%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
13,700
shares
|
$595,813
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
13,636
shares
|
$593,029
0.25% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
13,597
shares
|
$591,333
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
13,296
shares
|
$578,243
0.02% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
12,794
shares
|
$556,411
0.11% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
12,689
shares
|
$551,844
0.05% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,763
shares
|
$511,572
0.0% of portfolio
|
Q1 2024
Added 5.48%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
11,737
shares
|
$510,442
0.55% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
10,593
shares
|
$460,689
0.04% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
10,163
shares
|
$441,988
0.03% of portfolio
|
Q3 2022
New holding
|