Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.72M+ 16600.44% |
$51.5M - $56.8M
|
1.73M
$75.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
186KNew |
$5.55M - $6.12M
|
186K
$8.07M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
144KNew |
$4.3M - $4.75M
|
144K
$6.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.6K+ 94.53% |
$2.32M - $2.56M
|
160K
$6.95M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
71.2KNew |
$2.13M - $2.35M
|
71.2K
$3.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
40.6K+ 325.07% |
$1.21M - $1.34M
|
53.1K
$2.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
34.1K+ 306.78% |
$1.02M - $1.13M
|
45.2K
$1.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.8K+ 46.4% |
$533K - $588K
|
56.2K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.5KNew |
$405K - $447K
|
13.5K
$589K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12.2K+ 29.63% |
$366K - $404K
|
53.6K
$2.33M
|
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
11.5K+ 6.39% |
$344K - $379K
|
191K
$8.32M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10.2KNew |
$304K - $335K
|
10.2K
$442K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.02KNew |
$210K - $232K
|
7.02K
$305K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.03K+ 22.6% |
$180K - $199K
|
32.7K
$1.42M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.55K+ 13.27% |
$76.2K - $84.2K
|
21.8K
$946K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.45K+ 14.31% |
$73.2K - $80.8K
|
19.5K
$850K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.92K+ 3.99% |
$57.3K - $63.3K
|
50K
$2.17M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.43K+ 5.15% |
$42.9K - $47.3K
|
29.3K
$1.27M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.11KNew |
$33.2K - $36.6K
|
1.11K
$48.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1K+ 42.18% |
$29.9K - $33K
|
3.37K
$147K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1KNew |
$29.9K - $33K
|
1K
$43.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
851+ 12.52% |
$25.4K - $28.1K
|
7.65K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
500+ 3.74% |
$15K - $16.5K
|
13.9K
$603K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
307+ 2.3% |
$9.18K - $10.1K
|
13.6K
$593K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
250+ 2.11% |
$7.48K - $8.25K
|
12.1K
$527K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
200+ 0.45% |
$5.98K - $6.6K
|
44.7K
$1.94M
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
68+ 0.54% |
$2.03K - $2.24K
|
12.5K
$546K
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
20New |
$598 - $660
|
20
$870
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-13- 0.03% |
$389 - $429
|
38.6K
$1.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-61- 0.38% |
$1.82K - $2.01K
|
15.9K
$690K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-216- 4.53% |
$6.46K - $7.13K
|
4.55K
$198K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-500- 1.94% |
$15K - $16.5K
|
25.2K
$1.1M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 1.64% |
$49.3K - $54.5K
|
99K
$4.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.66K- 2.22% |
$49.5K - $54.6K
|
73K
$3.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.49K- 20.17% |
$74.5K - $82.2K
|
9.87K
$429K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.23K- 3.13% |
$96.7K - $107K
|
100K
$4.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.31K- 42.04% |
$98.9K - $109K
|
4.56K
$198K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.32K- 6.18% |
$129K - $143K
|
65.6K
$2.85M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.61KClosed |
$198K - $218K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-141K- 65.48% |
$4.23M - $4.67M
|
74.6K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-144K- 50.3% |
$4.31M - $4.76M
|
142K
$6.2M
|