Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.66K- 17.35% |
$205K - $222K
|
27K
$1.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-5.68K- 29.37% |
$206K - $223K
|
13.7K
$573K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-6.61K- 2.14% |
$239K - $260K
|
302K
$12.7M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.15K- 22.4% |
$259K - $281K
|
24.8K
$1.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-7.41K- 29.09% |
$268K - $291K
|
18.1K
$758K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-7.49K- 4.15% |
$271K - $294K
|
173K
$7.26M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.63K- 15.33% |
$276K - $300K
|
42.1K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.66K- 39.22% |
$277K - $301K
|
11.9K
$498K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8K- 53.98% |
$290K - $314K
|
6.82K
$286K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.31K- 2.59% |
$301K - $327K
|
313K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.52K- 17.1% |
$345K - $374K
|
46.2K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-11K- 59.18% |
$400K - $434K
|
7.62K
$320K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-16.4K- 25.0% |
$592K - $642K
|
49.1K
$2.06M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.8K- 13.12% |
$753K - $817K
|
138K
$5.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-55.6K- 71.39% |
$2.01M - $2.18M
|
22.3K
$934K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-64.2K- 92.62% |
$2.32M - $2.52M
|
5.12K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-199K- 93.59% |
$7.21M - $7.81M
|
13.6K
$571K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-430K- 91.78% |
$15.6M - $16.9M
|
38.5K
$1.61M
|