Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BSEP)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BSEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-376- 6.68% |
$14.4K - $17K
|
5.25K
$251K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.12K- 8.63% |
$42.9K - $50.6K
|
11.9K
$567K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-17.3K- 38.15% |
$662K - $780K
|
28K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2.03K- 3.51% |
$77.8K - $91.7K
|
55.9K
$2.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-934- 2.59% |
$35.8K - $42.2K
|
35.2K
$1.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$1.92K - $2.26K
|
50
$2.39K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.58K- 11.81% |
$60.5K - $71.4K
|
11.8K
$564K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.72KNew |
$181K - $213K
|
4.72K
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.52K- 12.99% |
$58.2K - $68.6K
|
10.2K
$486K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-76- 0.12% |
$2.91K - $3.43K
|
62.1K
$2.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-25- 0.23% |
$958 - $1.13K
|
10.9K
$519K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.81K- 31.67% |
$261K - $307K
|
14.7K
$703K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-37.2K- 47.69% |
$1.43M - $1.68M
|
40.8K
$1.95M
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
4.06KNew |
$168K - $180K
|
4.06K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-16.1K- 74.17% |
$665K - $713K
|
5.61K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.2KNew |
$503K - $539K
|
12.2K
$583K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-500- 46.51% |
$20.6K - $22.1K
|
575
$27.5K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.39K- 14.39% |
$57.3K - $61.4K
|
8.26K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.64KNew |
$315K - $338K
|
7.64K
$365K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-482- 3.69% |
$19.9K - $21.3K
|
12.6K
$601K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-24- 0.45% |
$991 - $1.06K
|
5.33K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
20.2KNew |
$835K - $894K
|
20.2K
$967K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-166- 9.34% |
$6.85K - $7.34K
|
1.61K
$77.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.57K- 27.85% |
$189K - $202K
|
11.8K
$567K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-98- 1.02% |
$4.05K - $4.33K
|
9.48K
$454K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.35K- 18.67% |
$307K - $321K
|
32K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.6KNew |
$66.9K - $69.9K
|
1.6K
$76.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
15.5KNew |
$647K - $676K
|
15.5K
$741K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.8K- 73.82% |
$1.12M - $1.17M
|
9.5K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.36KNew |
$56.8K - $59.4K
|
1.36K
$65.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.74K- 28.35% |
$114K - $119K
|
6.91K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
648New |
$27.1K - $28.3K
|
648
$31K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-830- 9.05% |
$34.7K - $36.2K
|
8.35K
$399K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.06KNew |
$44.1K - $46.1K
|
1.06K
$50.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5+ 0.06% |
$209 - $218
|
7.84K
$375K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25- 0.17% |
$1.05K - $1.09K
|
14.3K
$683K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 4.07% |
$836 - $873
|
511
$24.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-23- 0.17% |
$961 - $1K
|
13.6K
$653K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.29KNew |
$263K - $275K
|
6.29K
$301K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-225- 2.25% |
$9.41K - $9.83K
|
9.78K
$468K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-847- 11.6% |
$35.4K - $37K
|
6.46K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-25.5K- 66.75% |
$1.06M - $1.11M
|
12.7K
$607K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-164- 3.12% |
$6.86K - $7.16K
|
5.09K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.25KNew |
$178K - $186K
|
4.25K
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-195- 0.74% |
$8.15K - $8.52K
|
26.3K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.75KNew |
$198K - $207K
|
4.75K
$227K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-159- 5.1% |
$6.65K - $6.94K
|
2.96K
$142K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-33- 0.58% |
$1.3K - $1.39K
|
5.68K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-5.2K- 24.47% |
$205K - $219K
|
16.1K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.84KNew |
$309K - $330K
|
7.84K
$375K
|
|