Latest Institutional Sells of Innovator U.S. Equity Buffer E (BSEP)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BSEP) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-150K- 55.34% |
$5.75M - $6.78M
|
121K
$5.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-37.2K- 47.69% |
$1.43M - $1.68M
|
40.8K
$1.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-36.4K- 69.63% |
$1.39M - $1.64M
|
15.9K
$736K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-28.1K- 6.77% |
$1.08M - $1.27M
|
387K
$18M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-17.3K- 38.15% |
$662K - $780K
|
28K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.89K- 58.05% |
$379K - $447K
|
7.15K
$332K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.81K- 31.67% |
$261K - $307K
|
14.7K
$682K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.73K- 7.64% |
$219K - $259K
|
69.2K
$3.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.53K- 17.18% |
$174K - $205K
|
21.9K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.48K- 9.67% |
$172K - $202K
|
41.9K
$1.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.03K- 1.32% |
$155K - $182K
|
303K
$14M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.36K- 26.7% |
$129K - $152K
|
9.23K
$428K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.15K- 11.08% |
$121K - $142K
|
25.3K
$1.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.89K- 30.31% |
$111K - $131K
|
6.65K
$309K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2.03K- 3.51% |
$77.8K - $91.7K
|
55.9K
$2.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.93K- 13.85% |
$74K - $87.2K
|
12K
$558K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.58K- 11.81% |
$60.5K - $71.4K
|
11.8K
$548K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.52K- 12.99% |
$58.2K - $68.6K
|
10.2K
$472K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.3K- 7.51% |
$49.8K - $58.7K
|
16K
$743K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 1.9% |
$48.2K - $56.8K
|
65K
$3.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.2K- 8.09% |
$46K - $54.2K
|
13.6K
$633K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.12K- 8.63% |
$42.9K - $50.6K
|
11.9K
$550K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-934- 2.59% |
$35.8K - $42.2K
|
35.2K
$1.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-846- 2.19% |
$32.4K - $38.2K
|
37.7K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-743- 5.43% |
$28.5K - $33.6K
|
12.9K
$600K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-639- 6.47% |
$24.5K - $28.9K
|
9.23K
$428K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-602- 18.22% |
$23.1K - $27.2K
|
2.7K
$125K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-575- 23.76% |
$22K - $26K
|
1.85K
$85.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-398- 1.19% |
$15.3K - $18K
|
33K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-376- 6.68% |
$14.4K - $17K
|
5.25K
$244K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-322- 3.1% |
$12.3K - $14.5K
|
10.1K
$468K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-200- 40.0% |
$7.66K - $9.03K
|
300
$13.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-193- 0.55% |
$7.4K - $8.72K
|
34.8K
$1.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-139- 0.66% |
$5.33K - $6.28K
|
21.1K
$977K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-124- 0.51% |
$4.75K - $5.6K
|
24.3K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-76- 0.12% |
$2.91K - $3.43K
|
62.1K
$2.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-55- 0.68% |
$2.11K - $2.48K
|
8.07K
$375K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50- 0.22% |
$1.92K - $2.26K
|
22.6K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-25- 0.23% |
$958 - $1.13K
|
10.9K
$504K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-23- 0.11% |
$881 - $1.04K
|
21.5K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 0.16% |
$192 - $226
|
3.08K
$143K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$38.3 - $45.2
|
22.7K
$1.05M
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-16.1K- 74.17% |
$665K - $713K
|
5.61K
$260K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.57K- 27.85% |
$189K - $202K
|
11.8K
$550K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.39K- 14.39% |
$57.3K - $61.4K
|
8.26K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-500- 46.51% |
$20.6K - $22.1K
|
575
$26.7K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-482- 3.69% |
$19.9K - $21.3K
|
12.6K
$583K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-166- 9.34% |
$6.85K - $7.34K
|
1.61K
$74.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-98- 1.02% |
$4.05K - $4.33K
|
9.48K
$440K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-24- 0.45% |
$991 - $1.06K
|
5.33K
$247K
|
|