Purchases and Sales Made in Q1 2022 in Innovator U.S. Equity Buffer E (BOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BOCT) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
126K+ 159.53% |
$4.06M - $4.38M
|
206K
$8.7M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
109KNew |
$3.5M - $3.78M
|
109K
$4.61M
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
18.4KNew |
$590K - $637K
|
18.4K
$778K
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
14.9K+ 5.26% |
$479K - $517K
|
299K
$12.6M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
13K+ 88.72% |
$418K - $451K
|
27.7K
$1.17M
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
12.5KNew |
$401K - $433K
|
12.5K
$528K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$349K - $377K
|
10.9K
$460K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10.2KNew |
$328K - $354K
|
10.2K
$432K
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
9.67KNew |
$310K - $335K
|
9.67K
$409K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
9.33KNew |
$299K - $323K
|
9.33K
$395K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
8.46KNew |
$272K - $293K
|
8.46K
$358K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.34KNew |
$268K - $289K
|
8.34K
$353K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.57K+ 5.46% |
$114K - $124K
|
68.9K
$2.92M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.92K+ 16.93% |
$93.5K - $101K
|
20.1K
$852K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
2.5K+ 24.14% |
$80.2K - $86.6K
|
12.9K
$544K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.37KNew |
$76.1K - $82.2K
|
2.37K
$100K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.82K+ 15.51% |
$58.4K - $63.1K
|
13.6K
$574K
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.73K+ 18.39% |
$55.6K - $60K
|
11.2K
$472K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
603+ 57.26% |
$19.4K - $20.9K
|
1.66K
$70K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-13- 0.1% |
$417 - $450
|
12.7K
$538K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-19- 1.31% |
$610 - $658
|
1.44K
$60.7K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-54- 0.11% |
$1.73K - $1.87K
|
49.4K
$2.09M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100Closed |
$3.21K - $3.47K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-135- 0.42% |
$4.33K - $4.68K
|
31.7K
$1.34M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-200- 1.41% |
$6.42K - $6.93K
|
14K
$592K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-273- 2.46% |
$8.76K - $9.46K
|
10.8K
$458K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-324Closed |
$10.4K - $11.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-350- 1.68% |
$11.2K - $12.1K
|
20.5K
$866K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-400- 1.98% |
$12.8K - $13.9K
|
19.8K
$836K
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-615- 7.07% |
$19.7K - $21.3K
|
8.09K
$342K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-633- 0.6% |
$20.3K - $21.9K
|
105K
$4.43M
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-764- 7.91% |
$24.5K - $26.5K
|
8.89K
$376K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.21K- 4.5% |
$38.9K - $42K
|
25.7K
$1.09M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.32K- 17.71% |
$42.4K - $45.8K
|
6.14K
$260K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2K- 15.86% |
$64.2K - $69.3K
|
10.6K
$449K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.15K- 2.56% |
$69.1K - $74.6K
|
82.1K
$3.47M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.21K- 24.51% |
$70.9K - $76.5K
|
6.8K
$288K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.52K- 13.63% |
$80.9K - $87.4K
|
16K
$676K
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.89K- 3.72% |
$92.7K - $100K
|
74.8K
$3.16M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.12K- 21.52% |
$100K - $108K
|
11.4K
$481K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.94K- 10.0% |
$159K - $171K
|
44.5K
$1.88M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-5.2K- 38.0% |
$167K - $180K
|
8.49K
$359K
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-5.94KClosed |
$191K - $206K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-7.4KClosed |
$237K - $256K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-8.97K- 29.69% |
$288K - $311K
|
21.2K
$898K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.7K- 10.04% |
$374K - $404K
|
105K
$4.42M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.3KClosed |
$589K - $636K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-28.1KClosed |
$903K - $975K
|
0
$0
|