Institutional Ownership Innovator U.S. Equity Buffer E (BSEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BSEP). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 3.75 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
13,858
shares
|
$596,448
0.05% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
13,697
shares
|
$589,518
0.0% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
13,672
shares
|
$588,442
0.45% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
13,502
shares
|
$581,126
0.15% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
13,000
shares
|
$559,520
0.2% of portfolio
|
Q3 2024
Added 26.36%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
12,383
shares
|
$532,964
0.1% of portfolio
|
Q3 2024
Reduced 41.1%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
11,362
shares
|
$489,020
0.08% of portfolio
|
Q3 2024
Added 22.44%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
10,858
shares
|
$467,328
0.01% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,276
shares
|
$442,279
0.0% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
10,004
shares
|
$430,572
0.01% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
10,000
shares
|
$430,400
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
9,740
shares
|
$419,209
0.03% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
9,650
shares
|
$415,336
0.34% of portfolio
|
Q3 2024
Added 30.95%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
9,263
shares
|
$398,679
0.1% of portfolio
|
Q3 2024
Added 67.66%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
9,206
shares
|
$396,226
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
9,175
shares
|
$394,892
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
7,837
shares
|
$337,304
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
7,833
shares
|
$337,132
0.22% of portfolio
|
Q3 2024
Added 423.6%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
7,303
shares
|
$314,321
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
7,238
shares
|
$311,523
0.0% of portfolio
|
Q3 2024
Added 16.27%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
6,822
shares
|
$293,618
0.01% of portfolio
|
Q1 2024
Reduced 53.98%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
6,671
shares
|
$287,119
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
6,492
shares
|
$279,415
0.01% of portfolio
|
Q3 2024
Added 62.3%
|
|
|
Share Andrew L.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
6,480
shares
|
$278,899
0.36% of portfolio
|
Q3 2023
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
6,293
shares
|
$270,850
0.02% of portfolio
|
Q3 2024
Reduced 0.91%
|