Institutional Ownership Innovator U.S. Equity Buffer E (BAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BAPR). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 3.66 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
304,367
shares
|
$13.8 Million
0.29% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
257,464
shares
|
$11.7 Million
3.09% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
203,820
shares
|
$9.24 Million
0.02% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
187,707
shares
|
$8.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
183,609
shares
|
$8.32 Million
0.02% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
160,963
shares
|
$7.3 Million
0.28% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
146,780
shares
|
$6.65 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
139,443
shares
|
$6.32 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
114,724
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
106,521
shares
|
$4.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
101,097
shares
|
$4.58 Million
1.55% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
82,620
shares
|
$3.75 Million
1.99% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
69,063
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
67,647
shares
|
$3.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 83.48%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
67,361
shares
|
$3.05 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
61,409
shares
|
$2.78 Million
0.67% of portfolio
|
Q3 2024
Reduced 17.57%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
60,705
shares
|
$2.75 Million
1.11% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
57,931
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.55%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
57,036
shares
|
$2.59 Million
0.17% of portfolio
|
Q3 2024
Reduced 40.8%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
56,206
shares
|
$2.55 Million
0.01% of portfolio
|
Q4 2024
Added 36.75%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
49,245
shares
|
$2.23 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
46,930
shares
|
$2.13 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
46,904
shares
|
$2.13 Million
1.46% of portfolio
|
Q4 2024
Added 23.17%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
45,286
shares
|
$2.05 Million
0.4% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
43,955
shares
|
$1.99 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.65%
|