Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Buffer E (BSEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BSEP) during Q1 2023. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY BUFFER E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
22.8KNew |
$687K - $740K
|
22.8K
$981K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
17.9KNew |
$539K - $580K
|
17.9K
$769K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2KNew |
$519K - $559K
|
17.2K
$741K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15.7KNew |
$474K - $510K
|
15.7K
$677K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.44K+ 54.55% |
$285K - $306K
|
26.8K
$1.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.7K+ 20.52% |
$232K - $250K
|
45.2K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.58KNew |
$228K - $246K
|
7.58K
$326K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.35KNew |
$222K - $239K
|
7.35K
$316K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.32KNew |
$221K - $238K
|
7.32K
$315K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.46KNew |
$195K - $210K
|
6.46K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.43K+ 43.14% |
$194K - $209K
|
21.3K
$918K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.24KNew |
$158K - $170K
|
5.24K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.79KNew |
$114K - $123K
|
3.79K
$163K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.59K+ 4.49% |
$108K - $117K
|
83.6K
$3.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.2K+ 47.82% |
$96.5K - $104K
|
9.89K
$426K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.14KNew |
$64.5K - $69.4K
|
2.14K
$92K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.6KNew |
$48.2K - $51.9K
|
1.6K
$68.9K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.36K+ 3.09% |
$41K - $44.2K
|
45.5K
$1.96M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.28K+ 1.62% |
$38.7K - $41.6K
|
80.4K
$3.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1KNew |
$30.2K - $32.5K
|
1K
$43K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
900New |
$27.1K - $29.2K
|
900
$38.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
646+ 5.8% |
$19.5K - $21K
|
11.8K
$507K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
625+ 6.62% |
$18.8K - $20.3K
|
10.1K
$433K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
579+ 2.05% |
$17.5K - $18.8K
|
28.9K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
492+ 0.99% |
$14.8K - $16K
|
50.3K
$2.17M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
262+ 2.16% |
$7.9K - $8.5K
|
12.4K
$533K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
255New |
$7.69K - $8.28K
|
255
$11K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
93+ 0.28% |
$2.8K - $3.02K
|
33.6K
$1.45M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
5+ 0.25% |
$151 - $162
|
2.01K
$86.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7- 0.08% |
$211 - $227
|
8.57K
$369K
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-62- 0.24% |
$1.87K - $2.01K
|
25.9K
$1.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-66- 0.44% |
$1.99K - $2.14K
|
14.8K
$638K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-200- 2.48% |
$6.03K - $6.49K
|
7.86K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-300- 2.8% |
$9.05K - $9.74K
|
10.4K
$449K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-400- 2.08% |
$12.1K - $13K
|
18.9K
$812K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-500- 0.91% |
$15.1K - $16.2K
|
54.4K
$2.34M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-550- 1.01% |
$16.6K - $17.9K
|
53.7K
$2.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-613- 1.15% |
$18.5K - $19.9K
|
52.8K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.12K- 5.74% |
$33.7K - $36.3K
|
18.3K
$789K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.16K- 6.31% |
$34.9K - $37.6K
|
17.2K
$741K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.22K- 2.6% |
$36.7K - $39.5K
|
45.6K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.27K- 3.69% |
$38.1K - $41.1K
|
33.1K
$1.42M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.58K- 4.53% |
$47.6K - $51.3K
|
33.3K
$1.43M
|
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.75K- 3.67% |
$52.7K - $56.7K
|
45.9K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.78K- 46.24% |
$53.8K - $57.9K
|
2.07K
$89.3K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.97K- 3.85% |
$59.2K - $63.8K
|
49.1K
$2.11M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-2.28K- 0.72% |
$68.7K - $74K
|
312K
$13.4M
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-2.4K- 0.49% |
$72.4K - $77.9K
|
489K
$21M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.7K- 24.18% |
$81.4K - $87.7K
|
8.47K
$365K
|