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 92 institutions that hold shares in the stock, with a total of 3.78 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 |
---|---|---|---|---|---|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
2,396
shares
|
$99,841
0.0% of portfolio
|
Q4 2023
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,436
shares
|
$59,838
0.07% of portfolio
|
Q1 2022
Reduced 1.31%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
1,141
shares
|
$47,545
0.0% of portfolio
|
Q1 2024
Reduced 44.1%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,110
shares
|
$46,253
0.0% of portfolio
|
Q3 2022
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
818
shares
|
$34,086
0.0% of portfolio
|
Q1 2024
Added 1759.09%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
750
shares
|
$31,252
0.0% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
619
shares
|
$25,793
0.0% of portfolio
|
Q4 2023
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
616
shares
|
$25,668
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Jun 21, 2024 Q1 2024 |
600
shares
|
$25,002
0.01% of portfolio
|
Q1 2023
New holding
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
562
shares
|
$23,418
0.0% of portfolio
|
Q4 2023
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
458
shares
|
$19,084
0.01% of portfolio
|
Q4 2023
New holding
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
400
shares
|
$16,668
0.0% of portfolio
|
Q4 2023
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
370
shares
|
$15,417
0.01% of portfolio
|
Q4 2023
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
254
shares
|
$10,584
0.0% of portfolio
|
Q1 2023
Reduced 94.32%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
100
shares
|
$4,167
0.0% of portfolio
|
Q4 2021
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Jul 03, 2024 Q1 2024 |
100
shares
|
$4,167
0.0% of portfolio
|
Q1 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
45
shares
|
$1,875
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|