Purchases and Sales Made in Q2 2023 in Innovator Etfs Tr Laddered Fd (BUFB)
This table provides information about the institutional ownership of Innovator Etfs Tr Laddered Fd (BUFB) during Q2 2023. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR LADDERED FD .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
161KNew |
$3.9M - $4.22M
|
161K
$5.26M
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
107KNew |
$2.6M - $2.81M
|
107K
$3.5M
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23.1K+ 26.2% |
$560K - $605K
|
111K
$3.63M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.5K+ 28.27% |
$471K - $509K
|
88.3K
$2.88M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
13.5K+ 26.16% |
$326K - $352K
|
65K
$2.12M
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
11.7KNew |
$283K - $306K
|
11.7K
$381K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.7K+ 136.91% |
$260K - $281K
|
18.6K
$605K
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
10.4K+ 51.24% |
$252K - $272K
|
30.7K
$1M
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8.11KNew |
$196K - $212K
|
8.11K
$264K
|
|
Aug 03, 2023
Q2 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.81K+ 3.79% |
$67.8K - $73.3K
|
76.8K
$2.5M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.45K+ 725.0% |
$35.1K - $37.9K
|
1.65K
$53.7K
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
967+ 7.12% |
$23.4K - $25.3K
|
14.5K
$474K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
623+ 6.52% |
$15.1K - $16.3K
|
10.2K
$332K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
156+ 171.43% |
$3.77K - $4.08K
|
247
$8.04K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50- 13.62% |
$1.21K - $1.31K
|
317
$10.3K
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-100- 0.53% |
$2.42K - $2.61K
|
18.7K
$610K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-155- 5.55% |
$3.75K - $4.05K
|
2.64K
$85.9K
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-382- 3.03% |
$9.24K - $9.98K
|
12.2K
$398K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.04K- 11.0% |
$49.3K - $53.2K
|
16.5K
$537K
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-15.9K- 11.85% |
$384K - $415K
|
118K
$3.85M
|