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 99 institutions that hold shares in the stock, with a total of 2.44 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
11,817
shares
|
$496,786
0.01% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
11,425
shares
|
$480,307
0.02% of portfolio
|
Q3 2023
Added 13.56%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
11,036
shares
|
$463,953
0.01% of portfolio
|
Q2 2024
Reduced 19.0%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
10,918
shares
|
$458,992
0.01% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
10,879
shares
|
$457,353
0.0% of portfolio
|
Q2 2024
Reduced 70.19%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
10,367
shares
|
$435,828
0.01% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
10,288
shares
|
$432,507
0.17% of portfolio
|
Q2 2024
Added 49.25%
|
|
Retirement Planning Group
|
Jul 12, 2024 Q2 2024 |
10,056
shares
|
$422,754
0.03% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
10,000
shares
|
$420,400
0.15% of portfolio
|
Q3 2022
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
9,749
shares
|
$409,847
0.0% of portfolio
|
Q2 2024
Added 5.34%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
9,353
shares
|
$393,200
0.01% of portfolio
|
Q1 2024
Added 0.9%
|
|
Secure Asset Management, LLC
|
Jul 24, 2024 Q2 2024 |
9,280
shares
|
$390,131
0.07% of portfolio
|
Q2 2024
Added 8.11%
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 30, 2024 Q2 2024 |
9,206
shares
|
$387,020
0.29% of portfolio
|
Q4 2023
New holding
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
9,175
shares
|
$385,717
0.03% of portfolio
|
Q3 2023
New holding
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
7,619
shares
|
$320,302
0.0% of portfolio
|
Q1 2024
Reduced 59.18%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
7,369
shares
|
$309,792
0.22% of portfolio
|
Q1 2024
Reduced 6.51%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
6,822
shares
|
$286,796
0.01% of portfolio
|
Q1 2024
Reduced 53.98%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Aug 15, 2024 Q2 2024 |
6,642
shares
|
$279,229
0.03% of portfolio
|
Q2 2024
Reduced 20.53%
|
|
Share Andrew L.
Manchester, NH |
Jul 30, 2024 Q2 2024 |
6,480
shares
|
$272,419
0.35% of portfolio
|
Q3 2023
New holding
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 02, 2024 Q2 2024 |
6,351
shares
|
$266,996
0.03% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
6,225
shares
|
$261,699
0.0% of portfolio
|
Q2 2024
Reduced 23.54%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
5,995
shares
|
$252,029
0.03% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
Claro Advisors LLC
Boston, MA |
Jul 31, 2024 Q2 2024 |
5,924
shares
|
$249,044
0.04% of portfolio
|
Q2 2024
Reduced 16.37%
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
5,716
shares
|
$240,300
0.02% of portfolio
|
Q4 2023
New holding
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
5,525
shares
|
$232,271
0.06% of portfolio
|
Q2 2024
New holding
|