Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 14, 2022
Q4 2021
|
Berkshire Money Management, Inc.
|
BUY
|
- |
322K+ 802.21% |
$10M - $10.8M
|
362K
$15.6M
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
115KNew |
$3.59M - $3.86M
|
115K
$4.96M
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
102KNew |
$3.17M - $3.4M
|
102K
$4.38M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
81.7KNew |
$2.55M - $2.73M
|
81.7K
$3.51M
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
BUY
|
- |
77.1K+ 53.77% |
$2.4M - $2.58M
|
220K
$9.49M
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
61.9KNew |
$1.93M - $2.07M
|
61.9K
$2.67M
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
60.1KNew |
$1.87M - $2.01M
|
60.1K
$2.59M
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
43.5K+ 398.51% |
$1.36M - $1.46M
|
54.4K
$2.34M
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
37.6KNew |
$1.17M - $1.26M
|
37.6K
$1.62M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.1K+ 208.02% |
$1.09M - $1.17M
|
51.9K
$2.23M
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
31.5KNew |
$981K - $1.05M
|
31.5K
$1.35M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.2K+ 29.22% |
$786K - $844K
|
111K
$4.8M
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
22.3KNew |
$695K - $746K
|
22.3K
$959K
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
19.2KNew |
$600K - $644K
|
19.2K
$828K
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18KNew |
$562K - $603K
|
18K
$775K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
16KNew |
$499K - $536K
|
16K
$689K
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.4KNew |
$417K - $448K
|
13.4K
$575K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.8KNew |
$336K - $361K
|
10.8K
$464K
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$323K - $346K
|
10.3K
$445K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.63K+ 5.06% |
$300K - $322K
|
200K
$8.6M
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.28KNew |
$289K - $311K
|
9.28K
$399K
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.12KNew |
$284K - $305K
|
9.12K
$392K
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
6.77KNew |
$211K - $227K
|
6.77K
$291K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
5.98K+ 51.88% |
$187K - $200K
|
17.5K
$754K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.1K+ 8.17% |
$128K - $137K
|
54.3K
$2.34M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.78K+ 22.91% |
$118K - $126K
|
20.3K
$872K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.64KNew |
$113K - $122K
|
3.64K
$156K
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
2.98K+ 7.52% |
$93K - $99.8K
|
42.7K
$1.84M
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.45K+ 4.93% |
$76.5K - $82.1K
|
52.2K
$2.24M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.06KNew |
$64.1K - $68.8K
|
2.06K
$88.4K
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.88K+ 32.52% |
$58.7K - $63K
|
7.67K
$330K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.87KNew |
$58.3K - $62.6K
|
1.87K
$80.4K
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.73K+ 3.98% |
$53.9K - $57.9K
|
45.2K
$1.95M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.46K+ 4.9% |
$45.4K - $48.7K
|
31.2K
$1.34M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.37K+ 4.96% |
$42.6K - $45.7K
|
28.9K
$1.24M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
873+ 1.13% |
$27.2K - $29.2K
|
78.4K
$3.37M
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
630+ 10.75% |
$19.6K - $21.1K
|
6.49K
$279K
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
558+ 1.34% |
$17.4K - $18.7K
|
42.2K
$1.82M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
300+ 1.77% |
$9.36K - $10K
|
17.3K
$743K
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
215New |
$6.71K - $7.2K
|
215
$9.25K
|
|
Jan 19, 2022
Q4 2021
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
50+ 0.61% |
$1.56K - $1.67K
|
8.28K
$357K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9+ 0.01% |
$281 - $301
|
81.3K
$3.5M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-33- 0.5% |
$1.03K - $1.1K
|
6.53K
$281K
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-38- 0.16% |
$1.19K - $1.27K
|
24K
$1.03M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-80- 2.11% |
$2.5K - $2.68K
|
3.71K
$159K
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-183- 2.34% |
$5.71K - $6.13K
|
7.64K
$329K
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-492- 0.75% |
$15.3K - $16.5K
|
65.3K
$2.81M
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-628- 8.47% |
$19.6K - $21K
|
6.78K
$292K
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-700- 1.24% |
$21.8K - $23.4K
|
55.7K
$2.4M
|