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 94 institutions that hold shares in the stock, with a total of 3.53 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
11,334
shares
|
$481,014
0.05% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
Bcs Wealth Management
|
Jul 16, 2024 Q2 2024 |
10,768
shares
|
$456,993
0.22% of portfolio
|
Q2 2024
Reduced 14.53%
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
10,593
shares
|
$449,566
0.04% of portfolio
|
Q1 2024
Added 0.86%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
10,163
shares
|
$431,317
0.03% of portfolio
|
Q3 2022
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
8,847
shares
|
$375,466
0.0% of portfolio
|
Q1 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
8,654
shares
|
$367,275
0.0% of portfolio
|
Q2 2024
Reduced 65.28%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
8,142
shares
|
$345,546
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
7,704
shares
|
$326,957
0.0% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
7,093
shares
|
$301,026
0.01% of portfolio
|
Q4 2023
New holding
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
7,015
shares
|
$297,716
0.0% of portfolio
|
Q4 2023
Reduced 12.61%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
6,737
shares
|
$285,918
0.0% of portfolio
|
Q2 2024
Reduced 32.92%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,510
shares
|
$276,284
0.0% of portfolio
|
Q2 2024
Added 2.26%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
6,234
shares
|
$264,570
0.04% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
6,000
shares
|
$254,640
0.13% of portfolio
|
Q1 2023
New holding
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
5,850
shares
|
$248,274
0.02% of portfolio
|
Q4 2023
New holding
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
5,665
shares
|
$240,422
0.28% of portfolio
|
Q3 2023
Reduced 7.36%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
5,256
shares
|
$223,064
0.01% of portfolio
|
Q4 2023
New holding
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
5,189
shares
|
$220,221
0.0% of portfolio
|
Q2 2024
Reduced 26.82%
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 13, 2024 Q2 2024 |
5,084
shares
|
$215,764
0.06% of portfolio
|
Q2 2024
Reduced 7.46%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,036
shares
|
$213,727
0.01% of portfolio
|
Q4 2023
Added 1.82%
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
4,987
shares
|
$211,648
0.08% of portfolio
|
Q1 2024
New holding
|
|
Weaver Capital Management LLC
Suwanee, GA |
Aug 02, 2024 Q2 2024 |
3,096
shares
|
$131,394
0.04% of portfolio
|
Q1 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
2,999
shares
|
$127,277
0.0% of portfolio
|
Q2 2024
Added 3.13%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,596
shares
|
$110,174
0.0% of portfolio
|
Q3 2023
Added 139.26%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,449
shares
|
$103,935
0.0% of portfolio
|
Q4 2023
Added 51.45%
|