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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
5,995
shares
|
$258,024
0.03% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,784
shares
|
$248,943
0.0% of portfolio
|
Q3 2024
Reduced 24.08%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
5,683
shares
|
$244,596
0.02% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,571
shares
|
$239,775
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
5,517
shares
|
$237,451
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,258
shares
|
$226,304
0.01% of portfolio
|
Q3 2024
Reduced 67.7%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
5,233
shares
|
$225,228
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
4,907
shares
|
$211,197
0.02% of portfolio
|
Q3 2024
Reduced 26.12%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,504
shares
|
$193,852
0.01% of portfolio
|
Q3 2023
Reduced 6.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,785
shares
|
$162,906
0.0% of portfolio
|
Q3 2021
Reduced 2.11%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
3,117
shares
|
$134,155
0.03% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
3,004
shares
|
$129,292
0.04% of portfolio
|
Q2 2024
Reduced 28.61%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
2,702
shares
|
$116,294
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
2,458
shares
|
$105,792
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,420
shares
|
$104,156
0.01% of portfolio
|
Q3 2024
Added 49.38%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
2,138
shares
|
$92,019
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,000
shares
|
$86,080
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,904
shares
|
$81,948
0.02% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,778
shares
|
$76,525
0.01% of portfolio
|
Q3 2024
Added 676.42%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,500
shares
|
$64,560
0.0% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,378
shares
|
$59,309
0.0% of portfolio
|
Q3 2024
Reduced 40.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,025
shares
|
$44,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$43,040
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
491
shares
|
$21,132
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
207
shares
|
$8,909
0.0% of portfolio
|
Q2 2024
Reduced 99.62%
|