Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Buffer E (BOCT)

BOCT Quotes by TradingView

This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BOCT) during Q1 2023. 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 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
420K
New
$13.2M - $14.3M
420K $18.3M
May 04, 2023 Q1 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
76.5K
+ 54.38%
$2.41M - $2.6M
217K $9.45M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
28.7K
+ 236.89%
$905K - $975K
40.8K $1.78M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
21.1K
+ 220.89%
$667K - $718K
30.7K $1.34M
Apr 21, 2023 Q1 2023
My Personal Cfo, LLC

BUY
 -
17.3K
+ 96011.11%
$545K - $587K
17.3K $752K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
16.9K
New
$534K - $576K
16.9K $737K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
10.9K
New
$343K - $369K
10.9K $473K
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
8.53K
+ 103.82%
$269K - $290K
16.7K $728K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
6.17K
+ 8.69%
$195K - $210K
77.2K $3.36M
May 09, 2023 Q1 2023
Epic Trust Investment Advisors, LLC

BUY
 -
6.12K
New
$193K - $208K
6.12K $266K
Apr 26, 2023 Q1 2023
Straight Path Wealth Management

BUY
 -
6K
New
$189K - $204K
6K $261K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
2.67K
New
$84.2K - $90.7K
2.67K $116K
May 15, 2023 Q1 2023
Xml Financial, LLC

BUY
 -
1.32K
+ 2.19%
$41.5K - $44.7K
61.5K $2.67M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
896
New
$28.3K - $30.4K
896 $39K
May 08, 2023 Q1 2023
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
725
+ 6.16%
$22.9K - $24.6K
12.5K $543K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
610
+ 7.74%
$19.2K - $20.7K
8.49K $369K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
600
New
$18.9K - $20.4K
600 $26.1K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
50
New
$1.58K - $1.7K
50 $2.17K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-9
- 0.13%
$284 - $306
6.81K $296K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
SELL
 -
-86
- 0.93%
$2.71K - $2.92K
9.15K $398K
May 05, 2023 Q1 2023
Bellwether Advisors, LLC

SELL
 -
-115
- 2.48%
$3.63K - $3.91K
4.52K $197K
May 12, 2023 Q1 2023
First Commonwealth Financial Corp

Indiana, PA
SELL
 -
-221
- 0.43%
$6.97K - $7.51K
51.5K $2.24M
Apr 10, 2023 Q1 2023
Lantz Financial LLC

SELL
 -
-246
- 1.46%
$7.76K - $8.35K
16.6K $723K
May 05, 2023 Q1 2023
Truist Financial Corp

SELL
 -
-350
- 1.34%
$11K - $11.9K
25.7K $1.12M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-588
- 0.95%
$18.5K - $20K
61.5K $2.68M
May 02, 2023 Q1 2023
Bedel Financial Consulting, Inc.

SELL
 -
-636
- 3.31%
$20.1K - $21.6K
18.6K $809K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

SELL
 -
-679
- 8.46%
$21.4K - $23.1K
7.34K $319K
Apr 10, 2023 Q1 2023
Bcs Wealth Management

SELL
 -
-780
- 7.72%
$24.6K - $26.5K
9.32K $405K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-799
- 10.54%
$25.2K - $27.1K
6.78K $295K
May 02, 2023 Q1 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-1.04K
- 5.07%
$32.6K - $35.1K
19.4K $843K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-1.5K
- 18.05%
$47.3K - $50.9K
6.81K $296K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

SELL
 -
-1.73K
- 4.04%
$54.5K - $58.6K
41K $1.78M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-2.03K
- 3.47%
$63.9K - $68.8K
56.4K $2.45M
May 15, 2023 Q1 2023
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-2.27K
- 13.27%
$71.7K - $77.2K
14.9K $646K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-2.59K
- 16.91%
$81.8K - $88.1K
12.7K $554K
Apr 17, 2023 Q1 2023
Integral Investment Advisors, Inc.

SELL
 -
-3.04K
- 1.57%
$95.8K - $103K
190K $8.27M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-3.07K
- 5.58%
$96.8K - $104K
52K $2.26M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-3.93K
- 44.29%
$124K - $134K
4.95K $215K
May 04, 2023 Q1 2023
Larson Financial Group LLC

SELL
 -
-4.22K
- 94.32%
$133K - $143K
254 $11K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-4.23K
- 23.01%
$133K - $144K
14.1K $615K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-5.12K
- 78.83%
$161K - $174K
1.37K $59.8K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

SELL
 -
-5.56K
- 15.91%
$175K - $189K
29.4K $1.28M
Apr 24, 2023 Q1 2023
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-6.05K
- 6.45%
$191K - $205K
87.7K $3.81M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-6.91K
- 12.05%
$218K - $235K
50.5K $2.19M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

SELL
 -
-6.94K
- 1.41%
$219K - $236K
486K $21.2M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-6.99K
- 4.34%
$220K - $237K
154K $6.7M
May 08, 2023 Q1 2023
Blue Bell Private Wealth Management, LLC

SELL
 -
-9.57K
- 19.91%
$302K - $325K
38.5K $1.67M
May 03, 2023 Q1 2023
Krilogy Financial LLC

SELL
 -
-17.6K
- 34.14%
$554K - $597K
33.9K $1.47M

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