Purchases and Sales Made in Q2 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 Q2 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
Jul 26, 2023 Q2 2023
Michael S. Ryan, Inc.

Albany, NY
BUY
 -
91.7K
New
$3.08M - $3.34M
91.7K $3.99M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
86K
+ 153.42%
$2.88M - $3.13M
142K $6.18M
Aug 14, 2023 Q2 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
78K
+ 35.89%
$2.62M - $2.84M
295K $12.8M
Aug 03, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
25K
New
$837K - $908K
25K $1.09M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
13.1K
+ 16.93%
$438K - $476K
90.3K $3.93M
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
8.82K
+ 9.11%
$296K - $321K
106K $4.6M
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
5.56K
+ 6.34%
$186K - $202K
93.3K $4.06M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
3.3K
+ 8.05%
$111K - $120K
44.3K $1.93M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
2.52K
New
$84.7K - $91.8K
2.52K $110K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
850
+ 3.51%
$28.5K - $30.9K
25.1K $1.09M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
276
+ 10.33%
$9.26K - $10K
2.95K $128K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 08, 2023 Q2 2023
Blue Bell Private Wealth Management, LLC

SELL
 -
-16
- 0.04%
$537 - $582
38.5K $1.67M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

SELL
 -
-20
- 0.07%
$671 - $728
29.3K $1.28M
Aug 08, 2023 Q2 2023
Vantage Financial Partners, LLC

Elm Grove, WI
SELL
 -
-37
- 0.3%
$1.24K - $1.35K
12.4K $541K
Jul 28, 2023 Q2 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-70
- 0.36%
$2.35K - $2.55K
19.3K $840K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-153
- 1.23%
$5.13K - $5.57K
12.3K $534K
Aug 07, 2023 Q2 2023
Berkshire Money Management, Inc.

SELL
 -
-250
- 0.11%
$8.39K - $9.1K
230K $10M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

SELL
 -
-545
- 0.76%
$18.3K - $19.8K
71K $3.09M
Jul 24, 2023 Q2 2023
Valtinson Bruner Financial Planning LLC

SELL
 -
-557
- 4.47%
$18.7K - $20.3K
11.9K $517K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-574
- 41.78%
$19.3K - $20.9K
800 $34.8K
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-950
- 13.95%
$31.9K - $34.6K
5.86K $255K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-1.07K
- 2.12%
$35.8K - $38.9K
49.4K $2.15M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-1.11K
- 8.72%
$37.3K - $40.4K
11.6K $506K
Aug 10, 2023 Q2 2023
Bedel Financial Consulting, Inc.

SELL
 -
-1.14K
- 6.15%
$38.4K - $41.6K
17.5K $759K
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

SELL
 -
-1.33K
- 18.11%
$44.6K - $48.4K
6.01K $262K
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
SELL
 -
-1.37K
- 14.93%
$45.8K - $49.7K
7.78K $339K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.41K
- 9.87%
$47.4K - $51.4K
12.9K $561K
Jul 12, 2023 Q2 2023
My Personal Cfo, LLC

SELL
 -
-2K
- 11.56%
$67.1K - $72.8K
15.3K $665K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-2.17K
- 3.52%
$72.6K - $78.8K
59.4K $2.58M
Jul 19, 2023 Q2 2023
Bcs Wealth Management

SELL
 -
-2.57K
- 27.62%
$86.3K - $93.7K
6.74K $293K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

SELL
 -
-2.96K
- 0.61%
$99.4K - $108K
483K $21M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-3.16K
- 6.09%
$106K - $115K
48.8K $2.12M
Aug 10, 2023 Q2 2023
Integral Investment Advisors, Inc.

SELL
 -
-5.79K
- 3.05%
$194K - $211K
184K $8.02M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-6.5K
- 21.15%
$218K - $236K
24.2K $1.05M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

SELL
 -
-6.79K
- 21.37%
$228K - $247K
25K $1.09M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
SELL
 -
-7.68K
- 55.32%
$258K - $279K
6.2K $270K
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-10.1K
- 36.58%
$339K - $368K
17.5K $762K
Jul 10, 2023 Q2 2023
Fragasso Group Inc.

Pittsburgh, PA
SELL
 -
-10.7K
- 19.79%
$360K - $391K
43.5K $1.89M
Jul 19, 2023 Q2 2023
Krilogy Financial LLC

SELL
 -
-11.3K
- 33.18%
$377K - $409K
22.7K $985K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
SELL
 -
-20.4K
- 35.5%
$684K - $743K
37.1K $1.61M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-32.4K
- 57.49%
$1.09M - $1.18M
24K $1.04M
Aug 07, 2023 Q2 2023
Xml Financial, LLC

SELL
 -
-33.4K
- 54.25%
$1.12M - $1.21M
28.1K $1.22M
Aug 10, 2023 Q2 2023
First Commonwealth Financial Corp

Indiana, PA
SELL
 -
-36.1K
- 69.97%
$1.21M - $1.31M
15.5K $673K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-142K
- 92.44%
$4.78M - $5.18M
11.7K $507K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-276K
- 65.68%
$9.25M - $10M
144K $6.26M

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